How to Transfer a Vehicle to Another Customer

Transferring a vehicle to another customer ensures accurate record-keeping and simplifies the management of vehicle ownership within the system. This guide provides clear, step-by-step instructions to transfer a vehicle to a new or existing customer.

Steps to Transfer a Vehicle

1. Access the Vehicle Tab:

   • Navigate to:
     Customer Prospect > Vehicle Tab.

2. Update Vehicle Details:

   • Click the Update button located next to the Registration Number (Reg No).
   • Select the option Transfer to New/Current Customer.

3. Search or Create a Customer Record:

   • A customer search screen will appear. From here, you can:
     • Search for an Existing Customer: Enter the customer details to locate the record.
     • Create a New Customer Record: If the new owner is not in the system, create a new record and save it.

4. Complete the Transfer:

   • Once the appropriate customer record is loaded or created, click Save and Close.

5. Verify the Transfer:

   • Search for the vehicle by its registration number to confirm it is now correctly assigned to the new customer.

Key Notes

• Accurate Search: When transferring to an existing customer, ensure the correct record is selected to avoid errors.
• Ownership Updates: The vehicle’s details, including service history, will now appear under the new customer’s profile.
• Confirmation: Always verify the transfer to ensure the system reflects the updated ownership.

Scenarios Where This Process is Useful

• A vehicle changes ownership and needs to be reallocated in the system.
• Consolidating customer records to reflect current ownership.
• Correcting errors in vehicle-to-customer assignments.