How to Dealer Transfer a Vehicle

When transferring a vehicle to another dealer, the process varies depending on whether the vehicle is fully paid or has PDI/Prep costs associated with it. Below are the steps for each scenario.

1. Dealer Transfer for a Fully Paid Vehicle

If the vehicle is fully paid and has a purchase invoice posted, you must sell the vehicle to the receiving dealer.

Steps to Process the Transfer:

• Flag the transaction as a Trade Sale
• This ensures the vehicle is removed from retail trade units for composite reporting purposes
• Proceed with invoicing the receiving dealer

2. Dealer Transfer with PDI/Prep Costs

If PDI/Prep costs are associated with the vehicle, follow these steps:

Scenario 1: Passing Costs to the Receiving Dealer

• Credit the PDI/Prep job back to the stock record
• Request that Service invoices the PDI/Prep costs directly to the receiving dealer

Scenario 2: No Costs Being Passed to the Receiving Dealer

• Ask Service to credit the PDI/Prep costs back off the vehicle
• Re-invoice these costs to an internal Sales Ledger Account
• Assign any remaining costs to bring the Stock Invoice Value (SIV) back to zero

Final Steps: Completing the Dealer Transfer

1. Access the Stock Record
2. Click Dealer Transfer
3. A transfer box will appear
4. Enter the details of the receiving dealer
5. Confirm and process the transfer