SOP-PURCH-14: Trade-In Item on Order

Number: SOP-PURCH-14

Subject: Trade-In Item on Order

Summary: Create a non-catalog order that includes a trade-in, an item sent to the supplier in exchange for a discount.

Source: University Procurement Services

Date of Issue: 05/02/2019

Date of Revision: 02/03/2022

Procedure

NOTE:

• *Trade-In Items should not be done on Catalog orders. Use Non-Catalog Item form for orders with trade-ins. (this is because it can negatively impact Order Distribution method and fail transmission).
• *REQs with Trade-In should not be copied. Start a new non-catalog item order if you have a trade-in (copied REQs may return errors in the cart)

Create Non-catalog item order

Add the line items you are buying

After the purchased items are added to the cart, click the ‘Add Trade-In link under the 3 dots … for Supplier Actions.

Complete the required Trade-In detail (Description, QTY, Unit Price), and any other optional detail that is applicable/known.

After the Trade-in detail is added, ‘Link’ the trade-in item to a purchase line item by checking the radial dial under Select and save:

NOTE:

• you can only link the trade-in line to one purchased line;
• you can link a purchased item to multiple trade-in lines;
• After linking the trade-in you will see a message in the line item description indicating the linkage:

Complete and Submit the REQ.

To unlink a trade-in item, check the box next to the item you wish to unlink.

Then select the dash to the far right of the supplier’s name and select “Remove Trade-In Link” from the drop-down menu.

Purchasing:

If the requisition arrives in Purchasing and needs a trade-in item added, the same steps above would be followed.

If the requisition arrives in Purchasing with a trade-in item added, nothing additional is required.