πŸ“ How to dealer transfer without choosing a destination branch

Ellie
Ellie
  • Updated

Question

 How to dealer transfer without choosing a destination branch ?

Answer

There are two kinds of dealer transfer. One option allows you to move vehicles internally within your Company. This allows you to choose a destination branch which will automatically create a supplier order at the receiving site. Once this supplier order is brought into stock it will invoice the stock card on your sending site.

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Note: The system will not allow you to transfer to the branch you are currently in

The other way you can dealer transfer allows you to create the customer order like normal but when you process it skips the destination selection and just invoices the vehicle straight away. This can be used for when you are transferring to a dealer ship externally from yourselves.

The way to get these different options depends on the set up of your type of sale.

If you wish to choose a destination branch you will need to make sure exclude VAT is set to yes and internal sale is set to yes.

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If you wish to just invoice the vehicle without selecting a destination you need to have exclude VAT set to no and internal sales set to no.

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