Scenario 1:
Customer Zach Smith has booked in for a service on her 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.
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:
2017 Harley-Davidson Touring - VIN 5HD12SD456
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.
How to Transfer Ownership
- Navigate to the relevant Customer Owned Unit Record.
On the Customer Owner Unit Record, > click on the 


- The Transfer of Ownership will pop up

Search for the relevant customer that the unit is getting transferred to. In our example, we have started typing "price" and the search results will start listing for you to click on which customer it is.

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