GEM-CAR FAQ

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Transferring a Vehicle from One Customer to Another Customer

To transfer a vehicle from one customer to another, it is necessary to have both clients registered.

To create a new client, click on the menu on the left Clients > Clients > +New.   

In the new window, enter the relevant customer information. Then, click on Save. 

Then, go on the menu and click on Vehicles > Vehicles.

Select the vehicle you wish to change from one client to another. 

In the new window, click on the X beside the client's name to modify the field. Then write the new name or search using the magnifying glass.

Click on Save.

All vehicle information will be transferred to the new customer. For example, the Notes tab will show if the vehicle has any other information.  

The History tab will show all the services performed on the vehicle so far.

 

Other articles on the subject:

Select and/or Edit the Vehicle Information

Add Notes to a Vehicle and Access Them via Point of Sale

Create a New Vehicle

 

Posted 4 months agoby Victor Elie
#83390 viewsEdited 2 months ago

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