Reassigning a Vehicle to a Different Customer
A vehicle can be removed from one customer record and assigned to a different customer record.
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This is helpful if you have service history for a vehicle that was sold to another customer, or if the new owner becomes a customer.
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The vehicle service history still shows all invoices and all customers assigned to the vehicle.
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Note: The new customer must be added to the system before the vehicle can be reassigned to them.
To reassign a vehicle to a different customer:
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Click Main >> Customers.
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Click to highlight the customer you are assigning the vehicle to, and click Edit.
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Result: An Edit Customer window displays.
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Click Assign Vehicle.
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Result: A list of the vehicles in your system displays.
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Use the scrollbar on the right to search for and find the vehicle.
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Click to highlight the vehicle, and then click Select.
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Result: A message asks if you want to re-assign this vehicle.
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Click Yes.
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Click Submit >> Close.