Why:
Any uninvoiced vehicle order in Fusion can be transferred to another branch within the same company.
All details are transferred to the new branch with the following exceptions:
• Trade-in details
• Invoice and credit note details
Where:
On the Vehicle Order View, highlight the vehicle order you want to work with and right-click then select Transfer, or select Vehicle Order > Transfer. This will display the Transfer Vehicle Order window.
How to Transfer Vehicle Orders:
In the Transfer Vehicle Order window select the destination branch then click OK.
The stock ID of the order being transferred may or may not be retained on transfer depending on the set up of your system.
If automatic stock ID allocation is enabled, you'll just be returned to the vehicle order view once the transfer is confirmed (this will also happen if you use manual stock ID allocation but your system is set up to retain the existing stock ID when a vehicle is transferred).
If manual stock ID allocation is enabled and the existing stock ID isn't retained on transfer, you'll be prompted to input the desired stock ID.
When the transfer is completed, a report showing the details of the transfer will be printed automatically. This report shows the number of the branch to which the order has been transferred, and the stock ID allocated to the vehicle in its new branch.
What else would you like to do?
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