Transferring a Vehicle (Service)

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Service > Miscellaneous > All Vehicles

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the vehicle.

2. Select the vehicle by clicking on the corresponding line.

Within the Vehicle record:

1. Hover over the [More] icon in the Action Ribbon.

2. Select the Transfer button from the dropdown to open the Vehicle Transfer Window.

3. Click the [Inventory] or [Customer] button.

4. If the Customer button was selected, a Customer Search grid will open. Select the customer to transfer the Vehicle to by clicking a customer line in the grid.

· If Inventory is selected, the Vehicle is placed into stock.

· If the Customer is selected, the Vehicle is transferred to the chosen customer.