Trade-in Ticket Workflow

Here is a visual Diagram that shows what happens during the trade-in & refurbishment process:




Step by Step Workflow


  1. Search for an existing customer, or add a new one.
  2. Add a trade in item - much like adding a repair device
  3. Check off the repair device to add initial diagnostics - you can also manually set the status and condition that the item will have upon entering your inventory
  4. Once you hit update, you will be able to record payments out to the customer
  5. You could also choose to add ticket items, if the customer is purchasing anything as part of the transaction.
  6. Once you have paid-out to the customer to reduce the balance to -0- you will be able to close the ticket
  7. When you close a trade-in ticket, it creates an inventory item (not available for sale yet unless the device was set to "instock" on the trade-in) for each trade-in device on the ticket, and it creates a “pending refurbishment” ticket with each device attached.
  8. The tech performing the repair can add ticket items as part of the refurbishment. When finished, he/she submits the ticket to “ready to stock” status.
  9. Manager can view “ready to stock” tickets and approve them, or send them back to “pending refurbishment” with his/her notes. If the manager is ready to stock the refurbished phone he/she:
    1. sets the prices
    2. sets the status to instock (or parts only if it will become a parts device)
  10. When the refurb device status is set to "Instock" or "Parts only" then the manager will able to close the ticket, and the inventory item status will be updated in the inventory accordingly
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