Transfer an Asset

Service users have the ability to freely transfer local assets that are present under their dealership profile.  

To transfer a local asset:

1. From the Portal, click Search on the top right menu bar.
2. Under the Asset section, select SERIAL, UNIT, or VIN from the dropdown menu.
3. Enter the number in the search field.
4. Click SEARCH.
5. From the search results, click the Edit Asset link to the right of the desired asset.
6. On the Edit Asset page, click TRANSFER ASSET on the top right.
7. On the Transfer Asset page, select NAME or NUMBER from the dropdown, then enter the new customer name or number in the field.
8. Click SEARCH.

9. Verify that what you have entered is displaying correctly, then click TRANSFER to the left of the desired customer.

10. Click OK on the modal to transfer the asset.

A green checkmark and banner will appear letting you know the asset was transferred successfully.

Request an Asset Release

For fleet assets, service locations must request that either Decisiv or the fleet releases the asset before the asset can be transferred to a local profile on the dealer side. Any assets that show up with the following icon to the left of the customer name are fleet assets.  

To request an asset be released from a fleet:

1. From the Portal, click Search on the top right menu bar.
2. Under the Asset section, select your desired search unit from the dropdown menu.
3. Enter additional details in the search field.
4. Click SEARCH.
5. From the search results, click the Edit Asset link to the right of the desired asset.
   
   
   
6. On the Edit Asset page, click CONTACT FLEET on the top right.
7. On the Contact Asset Owner page, enter a REASON that best fits the request:
   • Asset does not belong to your fleet
   • Asset details are incorrect
   • Other Reason (please explain)
8. Enter a DESCRIPTION for the request, then click Send Contact Email.
9. Decisiv and the fleet will receive a copy of the request. Decisiv or the fleet will complete the request and send a confirmation email like the one below:

10. Once the confirmation email is received, go to the Edit Asset page and find the asset that was released. At the top of the Edit Asset page, a blue banner message displays letting the user know that the asset was released from fleet.

11. Click the TRANSFER ASSET button on the top right.
12. On the Transfer Asset page, select NAME or NUMBER from the dropdown menu, enter the name or number in the search field, then click SEARCH.

13. Click TRANSFER next to the desired customer in the results.

11. Click OK on the popup modal to transfer the asset.

A green checkmark banner will appear letting the user know that the asset was transferred successfully.