Blackpurl

This article will show a couple of scenarios when the Customer Owned Unit has been transferred between Customers Records 

For example

In Blackpurl Unit ABC is shown as attached to Customer: Cathy Price but Cathy Price has sold the unit to Jaxon Ramsay

Scenario 1:

Customer Zach Smith has booked in for a service on his Triumph Bonneville but when completing the ADD A NEW CUSTOMER OWNED UNIT window from a Customer Order Service Job, the unit is coming up as being already owned by Kristelle Dubois

• It is at this point that we would simply click on  

• Blackpurl will ask you to confirm the Transfer > click on

• The unit (and the service history details) will transfer to the new owner Zach Smith Customer Record 

Restriction:

You will not have the option of Transferring Ownership if the unit is:

• On an open Customer Order Service Job.  The indicator will be ACTIVE ON SERVICE JOB

• Listed as a Trade In on a Customer Order Unit Deal.  The indicator will be ACTIVE ON A DEAL

Scenario 2 

In Blackpurl on the Customer Record of Cathy Ramsay, there is a Customer Owned Unit of:

However, Cathy has told the dealership that she has sold this unit to John Price so we want to reflect this change and have the service history follow over to the new owner

1. Navigate to the relevant Customer Owned Unit Record

On the Customer Owner Unit  Record, > click on the

2. The Transfer of Ownership will pop up

3. Once your new owner is listing > click on
4. Note the new owner is now listing on the Customer Owned Unit Record

Other Information

Please note that you will not be able to use the above functionalities if you are transferring the Customer Owned Unit into stock as the Dealership would be "purchasing" the unit from the Customer (not just transferring it)

For this process you will need to do a Trade In Only Customer Order or purchase the unit through Unit Ordering and add the Customer name as a Vendor

These are the relevant articles

Customer Order Unit Deal for Trade In Unit only

How to Process a Unit Order (Single Unit Order or Bulk Unit Orders)