Transferring up sheets from one dealership location to another can be a straightforward process if you follow these steps. This guide will walk you through the process step-by-step to ensure a smooth transfer.
You must be listed as an Admin in AutoRaptor to be able to transfer Up Sheets from one location to another.
Step-by-Step Guide
Access User Settings:
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Log in to your account.
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Go to your name in the top right corner of the screen.
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From the dropdown menu, select "Users".
Verify User Access:
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In the Users section, ensure that the user has access to the dealership you are transferring the up sheets to. This is crucial for the transfer to be successful.
Select Dealership:
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On the right side of the screen, find the 'Dealership' section.
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Select the dealership from which the up sheets need to be reassigned.
Bulk Assign Screen:
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After selecting the dealership, you will be taken to the bulk assign screen.
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This screen allows you to manage the reassignment of Up Sheets in bulk.
Transfer Up Sheets:
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In the bulk assign screen, select the dealership or drop location to which you want to transfer the Up Sheets.
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Ensure you select the same user’s name to transfer the Up Sheets to the same person at the new location.
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Press Reassign!
Tips for a Smooth Transfer
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Double-Check User Access: Before starting the transfer, double-check that the user has the appropriate access to both the original and new dealership locations.
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Confirm Selections: Ensure that you have selected the correct dealerships and users to avoid any errors during the transfer process.
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Save Changes: After making your selections, always save the changes to ensure the transfer is completed successfully.
By following these steps, you can efficiently transfer up sheets from one dealership location to another. If you encounter any issues or have further questions, please contact support@autoraptor.com