Trading In for New SOC Subscription

Trade In - (Subscription to Subscription)

A trade in, where a current platform that is on a subscription is traded in for another platform that is also on a subscription.

The current platform's subscription is canceled and it's debtor-ID is applied to the new platform's subscription.

In Chrome, select a customer (from left menu - choose a shop for a Business subscription, or a technician for an Individual subscription (this should match the customer for the platform being traded in)), and then select the ‘Order’ icon to start a Customer Order.

Select ‘Subscription (SUB) nnnnnnn’ where ‘nnnnnnn’ is the Debtor ID associated with the platform being traded in and then select Yes.

Select “SUBSCRIPTION” promo, then the “OK” button, and then the “ScanBay” button.

Select the applicable platform family, then the “Next” button.

Connect the platform using USB, then select the “Next” button.

Select “Next” to continue.

Depending on what was selected earlier, choose “Next” to continue for an Individual Subscription, or a Business Subscription.

Selects “Next” to continue.

10.

Selects “Next” to continue.

11.

Select one or more ‘Optional Accessories’ and then select “Next”.

This screen only displays for platforms & bundles where optional accessories are available.

12.

Select “Finish” to close ScanBay and then select “Print Contract”.

13.

The subscription application displays.

14.

Enter the customer's signature and select Print Submit.

The platform is now enrolled and the subscription application is now a legally binding contract. Only Snap-on Credit may modify the subscription contract once they receive the subscription data.

15.

Select “Complete Order” .

16.

Choose to print and/or email the order and then select “OK”.

When the traded in platform has current software, skip past each ‘BUNDLE UPGRADE’ screen.

17.

Select “Next” to continue.

18.

Select “Next” to start the bundle upgrade

ScanBay delivers the bundle upgrade, displaying a progress bar throughout the process.

19.

Select “Next” to continue, when the upgrade completes

20.

Choose to either:

●

connect the traded-in platform, or

●

end the transaction without connecting it

then select “Next” for the applicable TRADE-IN COMPLETION scenario (A to I, as shown below).

( A - TRADE-IN COMPLETION): Any Non- Windows platform traded for a Non- Windows platform with legacy software:

( B - TRADE-IN COMPLETION): Any Non- Windows platform traded for a Non- Windows platform with current software:

(C - TRADE-IN COMPLETION): Any Non- Windows platform traded for a Windows platform with legacy software:

( D - TRADE-IN COMPLETION): Any Non- Windows platform traded for a Windows platform with current software:

( E - TRADE-IN COMPLETION): Any Windows platform traded for a Windows platform with legacy software:

(F - TRADE-IN COMPLETION): Any Windows platform traded for a Windows platform with current software:

( G - TRADE-IN COMPLETION): Any Windows platform traded for a Non- Windows platform with legacy software:

( H - TRADE-IN COMPLETION): Any Windows platform traded for a Non- Windows platform with current software:

( I - TRADE-IN COMPLETION): Any trade-in where the traded unit isn’t processed

21.

Select “Yes” to confirm that the traded unit is not to be processed.

22.

Select “Next” to continue.

23.

Select “Next” to continue.

24.

Select “Next” to continue.

25.

Select “Next” to continue.

26.

Select “Next” to continue.

ScanBay delivers the bundle upgrade, displaying a progress bar throughout the process.

27.

Select “Next” when the upgrade completes

28.

Select “Finish” to close ScanBay

The subscription process is now completed and the related part numbers are on the Customer Order (invoice).