If your dealership has more than one location, you may need to move units from one location to another. The security permission Allowed To Do An Inter-company Unittransfer allows users to transfer units. This article reviews the steps to transfer units between locations.
- Open the Unit Inventory module.
- Locate the unit in the list and open the unit profile.
- Click the Edit button in the lower right to unlock the record.
- If the header section is collapsed, you will need to click the Show More button in the upper right.
- Change the Company or Profit Center (PC) shown on the unit profile. This will create the accounting transaction that moves the Inventory and Floorplan balances accordingly.
If you have the security permission Display Transfer Screen On Company Change enabled, changing the Company number will open the Unit Inter-Company Transfer screen.
This screen allows you to easily view and update unit GL accounts for the transfer transaction.