Articles in this section

Transfer a Vehicle from a Client to Another

To transfer a vehicle from one client to another, it is necessary to have both clients registered.

To create a new client, in the Point of Sale, you can click on the red + on the Client menu.

In the new window, enter the relevant client information. Then, click on Save. 

Then, go on the menu and click on Vehicles > Vehicles. Select the vehicle you wish to change from one client to another. 

In the new window, click on the X beside the client's name to modify the field. Then write the new name or search using the magnifying glass. Click on Save.

All vehicle information will be transferred to the new customer. For example, the Notes tab will show if the vehicle has any other information. The History tab will also show all the services performed on the vehicle so far.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.