CUSTOMER OWNED UNITS - TRANSFER OF OWNERSHIP

Scenario 1:


Customer Elaine Smith has booked in for a service on her Honda Shadow but when completing the ADD A NEW CUSTOMER OWNED UNIT window from a Customer Order Service Job, the unit is coming up as being already owned by Jaxon Price


  • It is at this point that we would simply click on User-added image 

  

User-added image


  • Blackpurl will ask you to confirm the Transfer > click on User-added image


User-added image


  • The unit (and the service history details) will transfer to the new owner Elaine Smith.


Restriction:


You will not have the option of Transferring Ownership if the unit is:

  • On an open Customer Order Service Job.  The indicator will be ACTIVE ON SERVICE JOB
User-added image


  • Listed as a Trade In on a Customer Order Unit Deal.  The indicator will be ACTIVE ON A DEAL
User-added image



Scenario 2 


In Blackpurl on the Customer Record of Cathy Ramsay, there is a Customer Owned Unit of:


2017 Harley-Davidson Touring - VIN 5HD12SD456


However Cathy has told the dealership that she has sold this unit to John Price so we want to reflect this change and have the service history follow over to the new owner.


How to Transfer Ownership

  1. Navigate to the relevant Customer Owned Unit Record.
On the Customer Owner Unit  Record > click on the User-added image


User-added image
  1. The Transfer of Ownership will pop up
User-added image
Search for the relevant customer that the unit is getting transferred to. In our example, we have started typing "price" and the search results will start listing for you to click on which customer it is.

  

User-added image
  1. Once your new owner is listing > click on User-added imageUser-added image
  2. Note the new owner is now listing on the Customer Owned Unit Record


User-added image