Applying Trade Credits to Sales

Applying Trade Credits to Sales

When a customer with a trade credit balance makes a purchase, you can apply their credit as a discount on the sales order. This is done through the Trade Discount Wizard, which handles the math and creates the proper records automatically.

Step-by-Step: Applying a Trade Credit

1. Create a sales order for the customer as you normally would (add the products they are buying, set quantities, etc.).
2. On the sales order, click the Apply Trade Credit button. This opens the Trade Discount Wizard.
3. The wizard displays the customer's available trade credit balance.
4. Enter the amount to apply. You can apply any amount up to the lesser of:
   • The customer's available trade credit balance, or
   • The sales order total
5. Click Apply.
6. A discount line is added to the sales order, reducing the total the customer needs to pay.
7. The customer's trade credit balance is reduced by the applied amount.
8. A transaction record is created in trade.history.line showing the credit was used.

Example Walkthrough

Customer John Smith has a $350.00 trade credit balance (from trading in a Glock 19). He wants to buy a Sig Sauer P365 priced at $499.99.

1. Create a sales order for John Smith with 1x Sig Sauer P365 at $499.99.
2. Click Apply Trade Credit. The wizard shows: "Available balance: $350.00."
3. Enter $350.00 as the amount to apply.
4. Click Apply.
5. The sales order now shows:
   • Sig Sauer P365: $499.99
   • Trade Credit Discount: -$350.00
   • Total Due: $149.99
6. John pays the remaining $149.99 via cash, card, or whatever payment method he prefers.
7. His trade credit balance is now $0.00.

Partial Application

You do not have to use the full trade credit balance. If a customer has $350.00 in credit but only wants to apply $200.00, just enter $200.00 in the wizard. The remaining $150.00 stays in their account for future use.

What You Cannot Do

• No cash back: Trade credits cannot exceed the order total. If a customer has $500 in credit and buys a $300 item, you can only apply $300. The remaining $200 stays as credit — you cannot give them $200 cash back.
• No transfers: Trade credits belong to the customer who traded in the firearm. They cannot be transferred to another customer.
• No expiration override: If your shop has set an expiration policy on trade credits, expired credits cannot be used.