Tag Transfer

 

New Registration with Tag Transfer

  1. Locate the customer or add new customer group as needed
    1. Add a new auto to the customer group if working with an existing group
    2. If adding a new customer, you will automatically be in the ‘NewReg’ transaction type
  2. Add a new vehicle to the customer group
  3. Verify customer and unit information, making any necessary additions or corrections
  4. On the Tag and Fees tab, select the desired tag from the ‘Transfer From’ drop down box or enter ‘Tag #’ in if not in drop down (this list is automatically populated with the other vehicles in the customer group)
  5. Enter the eligible date (date vehicle was disposed of, traded in, etc.) on the Credit tab
  6. Submit transaction

Standard Transfer

  1. Locate and select the desired vehicle for transfer
  2. Select "Transfer" from the transaction type drop down box
  3. On the Tag and Fees tab, select the desired tag from the ‘Transfer From’ drop down box or enter ‘Tag #’ in if not in drop down (this list is automatically populated with the other vehicles in the customer group)
  4. Enter the eligible date (date vehicle was disposed of, traded in, etc.) on the Credit tab
  5. Select the appropriate action from the Action drop down (Dispose, Re-Tag, or No Voucher)
  6. If Re-Tag is selected as ‘Action’ on Credits tab, follow Re-Tag Instructions below
  7. Submit transaction

Re-Tag

  1. Select the Re-Tag Category from the drop down
  2. Select the Re-Tag Type from the drop down (Enter Re-Tag School info if issuing Helping Schools tag)
  3. Type in the desired tag number in the Re-Tag Number field
    • If Re-Tagging with a transferred tag, follow Standard Transfer instructions on desired vehicle

Tag Swap

  1. Locate and select the desired vehicle
  2. Select "Transfer" from the transaction type drop down box
  3. Click the check box next to 'Swap' on the Tag and Fees tab
  4. On the Tag and Fees tab, select the desired tag from the ‘Transfer From’ drop down box or enter ‘Tag #’ in if not in drop down
  5. Submit Transaction