Overview
The Mail-In Trade-In flow helps businesses create and manage remote trade-in offers more efficiently by allowing users to first add items and review pricing before entering customer information. The process supports both existing and custom items, organizes additional details in collapsible sections, and allows payout information to be completed later from the Offer Details page.
Steps
1. Choose Trade-In Type
Click the Trade-In button
Choose Mail-In to continue with the remote trade-in process
2. Add Item to the Offer
You’ll now start on the Item step first, allowing you to view pricing before entering customer information.
Add Existing Item
Use the search bar to find and select an existing item
Pricing information will appear immediately after selecting the item
Add Custom Item
Click Add Custom Item to create an item manually
Depending on your account configuration, you may see the following fields:
Category
Brand and Model
Condition
Payout
Quantity (Qty)
Additional Item Details
IMEI/Serial Number and Internal Notes are now placed inside a collapsible section to reduce clutter and are hidden by default.
After completing the item information:
Click Add Item
Review the item preview
Click Continue
3. Add or Select Customer
You’ll now proceed to the Customer step.
Add a New Customer
Fill in the required customer information:
Name
Company Name
Email
Address
Building
Phone Number
Notes
Select Existing Customer
Search for an existing customer
Apply filters if needed
Select the customer from the list
Customer information is required before the offer can be finalized.
Click Continue to proceed.
4. Choose Payout Method (Optional)
You’ll now be taken to the Payout step.
Select a payout method from your configured payout options
Or skip this step and complete it later from the Offer Details page
Payout selection is now optional during offer creation.
Click Continue if you choose a payout method.
5. Review Offer
You’ll be redirected to the Offer Details page where you can:
Review all offer information
Manage payout later if skipped
Continue processing the trade-in offer
Additional Notes:
Offers cannot be finalized until both an item and customer information are completed.