This guide will advise on how to transfer a vehicle to another dealer without cost. To access this you must be able to access Vehicles Module then the sub category Vehicle Administration Toolkit.
Once you have entered Vehicle Administration Toolkit you can choose the most relevant path to take from below.
There are different options when dealer transferring a vehicle.
1. Dealer Transfer when vehicle 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.
2. 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
Transfer box will appear for you to enter the Dealer Details of where the vehicle is going to.
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