To enter a wholesale dealer transfer transaction, complete the following steps.
1. Place the cursor on the Transaction tab.
The types of transactions you can enter display below the tabs.
2. Place the cursor on Wholesale.
The types of Wholesale transactions display.
3. Click Dealer Transfer.
The Wholesale Transfer a Vehicle: Enter Transfer Information screen displays.
4. Type the VIN in the EO VIN field that is to be Exchanged Out.
Note: You must type the entire VIN (17 characters).
5. Type the Trade Effective date into the Trade Date field.
6. Type the receiving branch number into the Receiving Br# field.
7. Type the receiving primary dealer number into the Receiving PDN field.
8. Type the exchange in VIN into the EI VIN field for a bi-directional trade, otherwise leave this field blank.
9. Click the Submit button.
The Wholesale Dealer Transfer: Request Transfer screen displays with the transfer information. All transactions will be selected (checked) for processing. If a transaction should not be processed, unselect (uncheck) the transaction.
10. Click the Submit button.
The Wholesale Dealer Transfer: Confirm Transfer displays. The transaction has been processed. Refer to the Deleting Transactions section for information about deleting a transaction.
Note: Dealer is required to update the manufacturer of trades.