Transfers

Transfers

A transfer moves an animal from one membership to another. You create it on the animal. Recent transfers appear on the home dashboard.

Create a transfer

Open the animal and click Transfer on the grey bar.

Latest Transfers

Open Latest Transfers on the home dashboard to view recent sales.

How to process a transfer of ownership

Record a change of ownership from the animal page.

1. View All

On the home dashboard open Latest Animals and click View All.

2. Description

Click the animal Description to open the record.

3. Transfer

In the grey bar click Transfer. Set the date and receiving member, then save.

Transfer troubleshooting

Read the on-screen transfer message, then fix the animal history.

1. View All

On the home dashboard open Latest Animals and click View All.

2. Description

Click the animal Description and read the latest movement.

3. Latest Transfers, View All

Open Latest Transfers and click View All.

4. Animal

Click the Animal name on that sale.

Animal has already been transferred

An animal can only be transferred from the current owner once for a given sale.

1. View All

On the home dashboard open Latest Animals and click View All.

2. Description

Click the animal Description and read the latest transfer.

3. Latest Transfers, View All

Open Latest Transfers and click View All.

4. Animal

Click the Animal name to open that sale. Complete it, or delete it if it was created by mistake.

Animal won't attach to a transfer

If an animal will not attach to a transfer, it is usually already on another sale.

1. View All

On the home dashboard open Latest Animals and click View All.

2. Description

Click the animal Description and read the latest movement.

3. Latest Transfers, View All

Open Latest Transfers and click View All.

4. Animal

Click the Animal name. Delete the latest transfer if it is wrong, then click Transfer on the animal.