Major Unit Inventory Transfer Out Process

Transferring units out of your inventory may happen every once in a while or on a weekly basis. Here are the steps to transfer units out of inventory

1. 1. Click on Major Unit Management

   

2. 2. Click on Transfer Out of Inventory

   

3. 3. Click on New

   

4. 4. Click on Search

   

5. 5. Search for the transferring dealers name

   

6. 6. Click on Search

   

7. 7. Click on the desired dealer from the list

   

8. 8. Click on Add Selected

   

9. 9. Type in the transfer request number

   

10. 10. Click on the transfer out date

    

11. 11. Type the transfer acceptance number

    

12. 12. Click on the acceptance date

    

13. 13. Type a transfer note

    

14. 14. Select a model using either manufacturer, year, model code or any combination

    

15. 15. Click on Search

    

16. 16. Click on the desired unit

    

17. 17. Click on Complete