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How do you streamline dealer trades?

Discussion in 'Vehicle Merchandising & Inventory Software' started by Matt Ramsey, Nov 30, 2015.

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  1. Matt Ramsey

    Matt Ramsey
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    What are some ideas to streamline the dealer trade process? I'm talking about once you and the other dealer have agreed on which vehicles your swapping, what is your process from that standpoint? Currently I am just making a spreadsheet and printing the trade sheet. Then save it into a file on my computer. Anyone using a better system?
     
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  3. bzweifel

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    Do you use the worksheet and trade history in Dealer Daily?

    If no, get whoever is in charge of staff master to give you inventory trade privileges in dealer daily. I can walk you through how to execute the trade paperwork so it stores, and how to pull the info for your trade history once you can access that.

    If yes, what more are you looking to accomplish? Every dealership I've been at just hands all of the paperwork to accounting once that's done.
     
  4. Matt Ramsey

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    There's a worksheet in Dealer Daily? I've been with Toyota for a long time and I've never seen that. I am the admin of the dealership so I have all the accesses.
     
  5. bzweifel

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    Yea, let me finish some things up here for the close out and I'll either call you at the dealership to walk you through it, or i'll take some screen shots and post them.
     
  6. Jeff Kershner

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    Bravo! This is what the Refresh community is all about! Blake, thanks for helping Matt out. I believe most OEM's have something available, it's finding it and/or finding the person(s) that knows the answer.

    Blake, how did you know Matt was a Toyota dealer? I believe i know the answer, but I want to hear YOUR answer.


    @Matt Ramsey@Matt Ramsey thanks for leveraging the Refresh community.
     
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  7. bzweifel

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    haha for the shameless plug, Jeff! but yes, you are absolutely correct with what I know you're implying; I knew where he worked because of his profile page -- the profile page that you have encouraged everyone to update with correct information!

    It's always great to see a plan unfold as you intended. Nice work.
     
  8. Jeff Kershner

    Jeff Kershner
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    No shame in that. I just wanted to hear you say it (or type it) Bahaha. :poke:
     
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  9. bzweifel

    bzweifel
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    Matt, I left you a voicemail on your work phone with my cell#. Give me a call when it's convenient for you.
     
  10. Jeff Kershner

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    I'd you have a copy of the sheet(s) you can save as PDF, send my way and I'll post here for reference.
     
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  11. ryan.gerardi

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    Whenever you're resorting to a spreadsheet it's a sign of things to come. Nothing helps you organize data better than a spreadsheet, until you begin interacting with the people (or data) on the spreadsheet. When this occurs you need a more robust solution.

    When it comes to vehicle trades, there are tools, but they are limited.

    Curious, are you only concerned about dealer-to-dealer trades? New vehicles? What about used vehicle trades/acquisitions?
     
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