Dealer Transfer

Modified on Thu, 12 Oct 2023 at 12:52 PM

There are different options when dealer transferring a vehicle. Please see below. 


Dealer Transfer when vehcile is a fully paid unit

If the vehicle has been paid for and has a purchase invoice posted against it, it will need to be sold to the transferring dealer and this can be flagged as a Trade sale. This means you can then remove from your retail trade units for composite purposes


Dealer Transfer when there is a PDI/Prep cost

The easiest way if to credit the job back to the stock record and ask Service to invoice off the PDI/Prep to the transferring dealer.


If no cost being pasted on you will need to ask Service to credit PDI/Prep back off the vehicle and then re-invoice to an internal Sales Ledger Account.


Costs will still need to be assigned to bring the SIV back to Zero.


Then the following steps can be followed:


Go into the stock record and select Dealer transfer


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Transfer box will appear for you to enter the Dealer Details of where the vehicle is going to.


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