How to Transfer a Deal from New Stock to Used

Transferring a deal from New Stock to Used Stock involves changing the vehicle's department within the stock record. Follow the steps below to complete this process correctly.

Steps to Transfer a Deal

1. Open the Stock Record

1. Navigate to the stock record of the vehicle you want to transfer.
2. Locate the Status field and click the Dept button next to it.

2. Check Pre-Requisites

• Ensure the vehicle meets the following criteria:
  • Adopted: The vehicle must be adopted into stock.
  • Not Invoiced, Delivered, or Sold: The deal cannot already be invoiced or completed.

3. Select the New Department

1. From the dropdown menu, choose Demonstration Stock or the relevant department.
2. If the deal is margin-based, untick the VAT Qualifying box.

4. Confirm the Transfer

1. Press the Transfer button to finalise the change.
2. The vehicle will now appear as a used vehicle.

5. Reverse the Process if Needed

• To transfer the vehicle back to Showroom Stock, repeat the steps above but select Showroom Stock from the dropdown menu.

Key Notes

• VAT Considerations: Ensure the VAT status is correctly updated based on the nature of the deal (e.g., margin scheme).
• Accuracy: Verify the details before and after transferring to avoid discrepancies in stock records.
• Permissions: You may need appropriate system permissions to make these changes.

Benefits

• Flexibility: Allows for seamless movement of vehicles between stock departments.
• Control: Ensures stock records reflect the correct vehicle status and department.