☑️ Part Exchange an Existing Owner in ParcVu Desktop

From the Main Menu, select ‘Account’ and the ‘Find Account’ screen will be displayed.

Find the required Owner Account using the search options fields, i.e. Sales Account , Short Name, etc. Ensure the relevant radio Button is selected, then click find>>

Owner Accounts will be displayed in the grid.

Click on the required Owner to highlight them and then select ‘View Pitch details’ from the Navigation list on the right.

The ‘Pitch Details’ screen will now be displayed showing the Owners Pitch / Account / Van Details etc.

Select ‘Alter Status’ from the Navigation list on the right:

Select ’PX - Part Exchange’ from the Status Description list displayed and click

Read Van selection message and click

The ‘Find Van’ screen will be displayed, either enter the CSN Number of the Van to be purchased or select ‘Sales Van’ from the Drop-Down list in the ‘Pitch Status’ field. Ensure ‘All’ is selected on the Radio Buttons, then click find>>

Highlight the required Van and click

The ‘Sales Details’ screen will display. Check the Caravan Value and add in the Ancillary Charges (if not already there) and amend if required by over typing with new amounts.

On the main area of this screen to the right of the pricing section check the details are correct for the ‘Type’ of unit, today’s date will be automatically entered, check that the ‘Hol Home Type’ correctly reflects the ‘Sale Type’, i.e. if the Sale Type is CN Current Owner New Van then the ‘Hol’ field should show ‘New’ for a New Van. If it is incorrect, use the drop-down arrow at the side of the ‘Hol’ field and select the correct Van description.

Add Salesperson initials from the drop-down list at the side of the field

The Sale Date will be automatically input, add expected date of Handover, and use the drop-down Calendar at the side of the field.

The Owners existing Van Number has appeared in the

‘P/Ex Van 1’ field (left centre mid screen).

In the section where the Owners current Van number is listed, in the ‘SIV1’ field, enter the P/X Van ‘Stand in Value’ and in the ‘W Down 1’ field, enter any ‘Write Down’ amount as applicable.

These two fields added together will appear in the ‘Total Part Exchange Value’ field lower down the screen.

If the Owner was Part Exchanging a second van against this Sale, then all the details for the second van should be entered under the P/Ex Van 2 section. (in the same way as the P/Ex Van 1 detail)

Finance Settlements

If there is a Finance settlement on the Owners current van enter the amount outstanding in the ‘Fin Set 1’ field, otherwise leave this field blank

If there is any New Finance on the sale, enter the amount in the ‘Finance’ field on the Sale details screen and then click on the ‘Finance Details’ tab at the top of the screen and complete the required Finance details.

Once in the ‘Finance Details’ section, click next and the red dots will indicate the mandatory sections, which need to be completed.

Use the drop-down fields where applicable to select the correct information. Enter the required values in the ’Selling Rate’ and ‘Base Rate’ fields, in the ‘PPP’ field, select N/A, in the ‘Due from’ field enter the amount of Finance required (same amount as entered on the Sale Details screen).

Enter any outstanding settlements in the appropriate field

In the ‘Term’ field, enter the agreed number of months for repayment

Once all fields are complete, click on the ‘Sale Details’ tab:

The Sales Details screen will be displayed.

Enter any GIA Amount in the ‘GIA’ field if applicable

Enter the Deposit amount and Date taken.

Enter the ‘Cash due later’ (Balance Due) date in the field at the side, using the drop-down Calendar.

When all details are entered, Click

If everything is correct the screen will move on, if red dots appear then further mandatory information is still required. Hovering your mouse over the dots will display information on what is required.

Click and the Destination Pitch message will be displayed:

If this is correct click ‘Yes’ (If ‘No’ is selected the Sale Screen will be displayed with a red dot at the side of the ‘Destination Pitch’ field.

Enter the pitch number that the Owner and Van will occupy once the Sale is completed and then click

Click

The ‘Pitch Details’ screen will then be displayed complete with Pitch Details/Account Details/Van Details/and Sale Details added for this Sale

From the Navigation list on the right-hand side of the screen select ‘View Sale Details’, you will then be returned to the Sale Details screen, to allow you to check over the Sale details

To ‘View Profit’, from the Navigation list on the right, select ‘View Profit’ (if shown), to check the margin.

The ‘Profit’ details will then be displayed.

To print out this information, click on ‘Print Margin Slip’ on the Navigation list on the right-hand side of the screen. Click on the Back Arrow at the top left of the screen to return to the Sale Details screen.

When satisfied that all is correct with the Sale Details, select ‘Print Invoice’ from the Navigation list on the right.

The Sales License Agreement will be displayed on the screen for you to check.

Click on the ‘Printer’ Icon (second one in) at the top left of the screen

Confirm the printer to send the SLA-Sales License Agreement to and click ‘Print’

Click on the Back Arrow at the top left of the screen to return to the ‘Sale Details’ screen.

The Sale is then finished and is in ‘Un-Validated’ and ‘Un-Authorized’ status

If amendments are required to any of the Sale Details, click ‘Edit’ from the Navigation list on the right-hand side of the screen and amend the information, click ‘Save’, check again and then select to ‘Print Invoice’ again if all is now OK.

Once the Sale has ‘Completed’ the purchased Van will automatically transfer onto the Owners current Pitch and the Part Exchange van will go into ‘limbo’ waiting to be Re-Pitched and given a new Pitch Status, i.e. Sales Van etc.