Home » Categories » 02. Shop Management 5.9 Legacy

Change Vehicle Ownership

Change Ownership function is available to users in the 3 tab file maintenance view. This is accessed by using Utilities menu and selecting Customer or Vehicle screen (depending on which information you're using to find the vehicle).
 
1. Go to Utilities menu, then choose either Customer Screen or Vehicle Screen, depending on how you want to look up the vehicle. 
2. Switch to the Vehicle tab, making sure the correct vehicle is selected.
3. Click on the Change Ownership button at the bottom of your screen.
4. Browse the list of your existing customers or click New as needed.
5. Answer yes to prompts to change the vehicle ownership.

NOTE: Invoices posted will retain the original customers name; there is no effect on any outstanding balances they may have. In future searches based on customer, the invoices as originally posted per customer will display. If search is on vehicle (license #, VIN), posted invoices for both prior and current owners will all be seen together on the History screen. 

You may also watch this video to see how it works:

2.6 (5)
Article Rating (5 Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments (1) Comments
Comment by PALMER ATOMOTIVE on Tue, Mar 18th, 2014 at 1:54 PM
VERY HELPFUL
Related Articles RSS Feed
Search For Vehicle By VIN #
Viewed 7908 times since Wed, Oct 8, 2008
Error Code 5356 Non Admin User
Viewed 7258 times since Thu, Jul 26, 2012
Enable Integration to use OnDemand5.com or ShopKey5.com
Viewed 6901 times since Tue, May 26, 2009
Shop Management: Program Security (List of Protected Areas)
Viewed 2099 times since Wed, Jan 3, 2018
Back-up Mgmt System Files To USB Drive
Viewed 8572 times since Wed, May 23, 2012
"Cannot Locate Vehicle" - ShopCAT Button Inside Mgmt
Viewed 1312 times since Wed, Jun 11, 2008
Vehicle information not passing through from Manager to OnDemand5
Viewed 909 times since Thu, Jul 26, 2012