How to Transfer A Unit
To transfer a Unit from one Customer to another go to Fleet > Unit Master > Transfer Unit
The next steps need to be done in a sequence.
- Select the Transfer Unit # (Unit you would like to transfer)
- Select the Transfer to Owner (Owner you would like to transfer the unit to)
- Select the Transfer To PM Group (Optional: PM Group to assign the Unit to)
- Select the Transfer Date (When this transfer is effective)
- Check the Transfer all repair orders checkbox if you'd like the RO history of the unit to get transferred as well
- Input a Reason for the Unit Transfer
Any fields marked with an asterisk * is mandatory to fill in
When you are finished inputting the information, click on the Transfer Unit button to complete the transfer.
Now when you search for the Unit # you can see the Owner column show the New Owner.
View Unit Transfer History
To view Unit Transfer History go to Fleet > Unit Master
Search for the Unit and click on the Transfer History tab.
This tab will display the previous transfer Date and Old/New Owner information.