Question
I am unable to find a Vehicle in Dealer Transfer, how can I find this?
Answer
When searching for a vehicle in Vehicles > Customer Orders > Dealer Transfer, if you are unable to find the vehicle you are searching for, and the screen is showing blank, you will need to do the following:
You will need to check the status of the vehicle in the stock card.
To do this go to, Vehicles > Reporting > Stock Cards
Search for the vehicle that you are looking for in the dealer transfer screen.
Double click into the vehicle you are looking for and check the status of the vehicle.
For the dealer transfer process to be completed the vehicle has to be in stock at the dealership you are sending the vehicle from. If the Status of the vehicle is in stock and has either a customer order or VAT posted on the vehicle you will need to get these removed or reversed.
To delete the customer order, go to Vehicles > Customer Orders > Delete.
Search for the required vehicle and double click it. This will then give the following pop up box:
This will give a brief summary of the vehicle and of the order. Any reasons why the customer order cannot be deleted will show in red writing. Such as the part exchange being in stock.
Pressing delete customer order will remove the order attached to this vehicle.
To reverse the VAT invoice go to, within Vehicles > Vehicle Costs > VAT invoice
Search for the vehicle that needs its VAT invoice reversed.
Select the correct vehicle - it will bring up a pop up saying “Confirm Reversal of Supplier Tax Invoice”
Press next and this will have reversed the Supplier VAT invoice.
Once you have completed these steps you will be able to view the vehicle when searching in Dealer Transfer this is because a dealer transfer cannot be made when there is either a customer order or a VAT invoice posted against the vehicle.