Fill the yellow cells once (type freely) or the BLUE cells marked with the pick arrow. GREEN auto-fills for you. Grey trade-in fields only matter if Trade-in is Yes.
CLIENT DETAILS
Client name
Load, Cash Back, Exit Interview
Client ID number
Load, Cash Back, Exit Interview
VEHICLE & DEAL DETAILS
Vehicle (pick exact model)
Load, Cash Back, Exit Interview Service Plan/Warranty
VIN number
Load, Cash Back
Chassis number
Same as VIN for Chery, auto-fills
OTP number
Exit Interview header
Cash back amount, Customer (Cash Back)
Cash Back letter, works with or without a trade-in
TRADE-IN
Trade-in? (Yes / No)
Exit Interview trade-in section
Vehicle finance house
Blank prints N/A
Vehicle finance account no.
Blank prints N/A
Settlement amount
Blank prints R0.00
Cash back amount, Load (to bank)
Load letter, blank prints R0.00
Trade-in year
Exit Interview
Trade-in make
Exit Interview
Trade-in model
Exit Interview
Trade-in kms
Exit Interview
Trade-in motorplan till (date/kms)
Exit Interview
Trade-in checklist: print from Autobid and file behind the Trade-in divider. Client ID copy, OTP number, Tax Invoice.
OTHER
Salesperson
Reference only
Dealership
Load, Cash Back letterhead
Load letter, Retail offer acceptance
Clients Name
Clients ID Number
Vehicle
Vin Number
Vehicle Finance House
Settlement Amount
Cash Back Amount (Load Amount)
This letter serves to confirm that , ID Number: purchased a from Chery West Rand.
X Sign here
Cash Back letter
Cash Back Amount
The above customer acknowledges that there is a cashback, as above, which is payable to him or her. This applies whether or not there is a trade-in.
Exit Interview, Management sign-off
Customer name
OTP number
Was there a trade-in?
Yes No
Vehicle
Make and Model / Kms
Motorplan valid till
Next service due
5 000 km
Service Plan details
Warranty
Customer confirms all promises were kept and features explained. Recommendation: OUTSTANDING SERVICE, completely satisfied.