--- title: "User Manual for Trade-In Feature in Sales Invoice Module" space: "Csf_tz_enhancements" url: "https://support.aakvatech.com/Documentation/user-manual-for-trade-in-feature-in-sales-invoice-module" updated: "2026-07-22" ---

This user manual provides detailed instructions on how to use the Trade-In feature in the Sales Invoice module, covering trigger points, data flow, and controls.

Feature Overview

The Trade-In feature allows users to manage trade-in items efficiently in the Sales Invoice module. It automates the addition of trade-in items, validates user inputs, and integrates with the stock module to create appropriate stock entries.

Trigger Points

Activating the Trade-In Feature:
- Use the checkbox field Is Trade In (custom_is_trade_in) in the Sales Invoice to activate the feature.
- Once activated, the system automatically adds a "Trade In" item to the Sales Invoice.
Adding Trade-In Items:
- Add trade-in details such as item, quantity, UOM, batch number, serial numbers, and incoming rate in the child table for trade-in items.
Validating Trade-In Data:
- On saving or submitting the Sales Invoice, validations are triggered to ensure data accuracy for batch numbers, serial numbers, and trade-in limits.
Stock Entry Creation:
- Upon submitting the Sales Invoice, the system creates a Material Receipt stock entry for the trade-in items.

Flow of Data

Step 1: Activating Trade-In
- Check the Is Trade In checkbox in the Sales Invoice.
- A "Trade In" item is automatically added to the items child table.
Step 2: Input Trade-In Details
- Enter trade-in item details:
  - Item Code: Select the trade-in item.
  - Qty: Enter the quantity of the trade-in item.
  - UOM: Select the unit of measure.
  - Incoming Rate: Enter the valuation rate of the item.
  - Batch No: If required by the item, enter the batch number.
  - Serial Numbers: If required, provide serial numbers (one per line).
Step 3: Validation
- The system validates:
  - Batch Numbers: Ensures they are provided if required by the item.
  - Serial Numbers: Ensures they match the quantity and are provided if required.
  - Trade-In Value: Ensures the total trade-in value does not exceed the allowed percentage of the total non-trade-in value.
Step 4: Stock Entry Creation
- After submitting the Sales Invoice, a Material Receipt stock entry is created with the trade-in items.

Controls in Place

Data Validation:
- Ensures trade-in data is complete and accurate:
  - Validates batch and serial numbers based on item settings.
  - Confirms trade-in value does not exceed company-defined limits.
Automated Stock Entry:
- Automates the creation of Material Receipt for trade-in items, linking the Sales Invoice for traceability.
Confirmation Prompts:
- Prompts users before removing the "Trade In" item to avoid accidental deletions.
Field Dependencies:
- Fields like custom_trade_in_item, custom_trade_in_qty, and custom_trade_in_incoming_rate are conditionally enabled only when the item code is "Trade In."

How to Use

Step-by-Step Instructions

Activate Trade-In:
- Open a new or existing Sales Invoice.
- Check the Is Trade In checkbox.
Add Trade-In Details:
- Scroll to the items child table.
- For the "Trade In" row, fill in the required fields:
  - Item: Select the trade-in item.
  - Qty: Enter the quantity.
  - UOM: Set the unit of measure.
  - Incoming Rate: Provide the incoming rate of the trade-in item.
  - Batch No/Serial Numbers: If required, provide these details.
Submit the Sales Invoice:
- Click Submit to finalize the Sales Invoice.
- The system performs validation checks and creates a stock entry for the trade-in items.
Review Stock Entry:
- Navigate to the Stock Entry list to review the created entry.

Error Messages and Resolutions

Batch Number Missing:
- Error: "Batch No. is mandatory for Item [item code] in row [row number]."
- Resolution: Add the batch number for the specified trade-in item.
Serial Numbers Missing/Incorrect:
- Error: "Serial Numbers are mandatory for Item [item code] in row [row number]."
- Resolution: Provide serial numbers for the item as per the quantity.
Trade-In Value Exceeded:
- Error: "Total Trade-In Value exceeds the allowed limit."
- Resolution: Adjust the trade-in value or non-trade-in items to comply with the company's limits.

Key Notes

Ensure custom_trade_in_sales_percentage is configured in the Company settings to define trade-in limits.
Use proper UOM and rates for accurate valuation of trade-in items.
Review stock entries after submission to confirm all trade-in items are accounted for.

This manual covers all essential aspects of the Trade-In feature in the Sales Invoice module. For further assistance, refer to the system administrator or support team.