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Frequently Asked Questions

Vehicle Transfer

To transfer a vehicle from one customer to another:

1.     Select Find History Record from the Utilities menu.

        OR

        Press F4.

        The Find History Record dialog box displays.

2.     Click on the Vehicle tab.

3.     Enter the Year, Make, and Model of the vehicle in the appropriate fields and click Search.

        The history records that match your Year/Make/Model request display in the Grid.

4.     Click on a history record of the vehicle you would like to transfer and choose View Record.

        Your screen displays the history record and provides tabs for Customer, Vehicle and History.

5.     Select Vehicle to open the Vehicle panel.

        The Vehicle panel is exactly the same as the normal Vehicle panel except that a new Change Ownership button appears at the bottom of the display.

Note:

You must enter the Vehicle Panel via a history request to process a change of ownership request.

6.     Click Change Ownership.

        The Customer List allows you to specify your customer.

7.     Pick a customer from the list.

        OR

        Enter a new customer.

        You are asked to confirm your request.

         8.     Click Yes to complete the transaction