How to Transfer a Vehicle from One Branch to Another

You can transfer a vehicle between branches as long as the deal hasn’t been invoiced or closed.

Steps to Transfer a Vehicle:

1. Access the Vehicle Record: Go to Vehicles > Vehicle Administrator's Toolkit and open the vehicle record.

2. Initiate the Transfer: Navigate to the Utilities tab and select Branch Transfer.

3. Select the Target Branch: Single-click the branch you wish to transfer the vehicle to and press Transfer.