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Manually Adding a Trade to an Up Sheet

Step-by-step guide on how to add a trade to a customer's Up Sheet.

Adding a trade-in vehicle has never been easier! Quickly email or text a link to your customer so they can effortlessly provide their trade information before even stepping onto the lot. This will also show you how to manually add a trade. Follow these simple steps to streamline the process:

Check out this interactive guide here to see it live in the AutoRaptor app.

Step-by-Step Guide Trade Customer Portal:

Select "Add a Trade":

  • Log into your AutoRaptor account.

  • Navigate to the "Add a Trade" section of the customer's Up Sheet.


Send a Link to Your Customer:

  • Choose how you'd like to send the link: email, text, or both.

    • The dealership name and URL will auto-populate when the message is sent.

  • Send the message to your customer.

    galves trade

Confirmation of Sent Message:

  • A confirmation notification will appear once your message has been sent.


Customer Receives the Link:

  • The customer will receive a link via email or text.

    • Note: The link will expire after the vehicle information is added to the up sheet.

kyle shaw trade

Customer Portal:

  • The customer accesses the portal by clicking the link received.

  • They can scan the barcode of their vehicle or manually enter the VIN number.

  • The customer can add the mileage of their vehicle.

    customer portal

Customer Selects "Add My Trade":

  • After entering all necessary information, the customer selects "Add My Trade."


Instant Update:

  • You will receive an email as well as a Globe notification when your customer completes the trade information. Make sure your have your notifications turned on!

notifications

Manually Adding a Trade to an Up Sheet:

  • Add Trade Information
    • Within the customer's up sheet, click on "Add Trade".
    • You can either select 'Scan' to scan the VIN with the AutoRaptor App, or you can manually add in the vehicle information.

    • Trade Scanner: The trade scanner will capture the VIN. After entering the year and make, and saving the trade vehicle, the model and trim will also appear.

trade scannerEnter in Year and Make: Year and make are required when adding a trade. VIN can always be added at later time, as well as any other additional information you do not have at the moment. 

vinenter

Additional Notes:

  • Ensure your customer is aware that the link they receive will expire once the vehicle information is added to the up sheet.

  • Encourage your customers to complete the process promptly to avoid any delays.

Streamline your trade-in process today and enhance your customer experience!