How to Dealer Transfer a Vehicle

When transferring a vehicle to another dealer, there are different options depending on the vehicle's status. Please review the scenarios below:

1. Dealer Transfer for a Fully Paid Vehicle

If the vehicle is fully paid and has a purchase invoice posted, it must be sold to the receiving dealer. You can flag this as a Trade Sale, which allows you to remove it from your retail trade units for composite reporting purposes.

2. Dealer Transfer with PDI/Prep Costs

If there are PDI/Prep costs associated with the vehicle, the simplest approach is to credit the job back to the stock record and request that Service invoices the PDI/Prep costs to the receiving dealer.

• If no costs are being passed on: Ask Service to credit the PDI/Prep costs back off the vehicle, then re-invoice them to an internal Sales Ledger Account.
• Costs will still need to be assigned to bring the SIV (Stock Invoice Value) back to zero.

Final Steps: Completing the Dealer Transfer

1. Access the Stock Record and select Dealer Transfer.

2. A transfer box will appear where you can enter the details of the dealer to whom the vehicle is being transferred.