AUTOMOTIVE VEHICLE TRADE-IN EVALUATION PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Vehicle Details: Retrieve existing vehicle information from the Vehicle Master Data model based on VIN.
[ ] Create Evaluation Record: Generate a new evaluation entry in the Trade-In Assessment data model to track the current session.
[ ] Physical Inspection Task: Assign a task to a technician to perform the visual and mechanical inspection of the vehicle.
[ ] Update Inspection Results: Update the Evaluation Record with findings from the physical inspection (scratches, dents, mechanical issues).
[ ] Get Market Pricing Data: Fetch current market valuation data and historical pricing for the specific vehicle model.
[ ] Calculate Depreciated Value: Calculate the estimated trade-in value by applying depreciation formulas to the market price based on vehicle condition.
[ ] Calculate Final Offer: Calculate the final offer amount by subtracting estimated reconditioning costs from the depreciated value.
[ ] Sum Reconditioning Costs: Aggregate all individual repair cost entries found during inspection to get a total estimated repair cost.
[ ] Finalize Evaluation Entry: Update the Evaluation Record with the final calculated offer and completion timestamp.
[ ] Manager Approval Task: Assign a task to the Sales Manager to review and approve the calculated trade-in offer.
[ ] Send Offer to Customer: Send an automated email to the customer containing the final trade-in offer details.
[ ] Notify Customer via SMS: Send a brief SMS notification to the customer letting them know their valuation is ready for review.
[ ] Create Purchase Agreement: Generate a new entry in the Contracts data model to initiate the legal trade-in paperwork.
[ ] Generate Valuation Summary Report: Create a PDF report summarizing the vehicle condition, market comparison, and final offer for the dealership archives.
[ ] Remove Draft Evaluation: Delete the temporary evaluation draft if the customer declines the offer and the process is aborted.

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