Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris.

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Presentation transcript:

Polaris Acceptance Locator / Transfer

System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris Acceptance Dealer number to the Selling Dealer. Both Selling and Buying dealers must confirm before the transfer can be completed. Only units open on COMS can be transferred using COMS. Units are transferred at the dollar amount open on COMS. Transfer Locator may be restricted on those dealers not eligible to participate. Control Parameters

High Level Functionality Locate Seller Initiate Buyer Approve Auto Repurchase Completed Overnight View Activity / Details

Customer Online Management System Log on to COMS

Buying Dealer Select your dealer number

Buying Dealer Inventory Locator Inventory Locator, Initiate Transfer and Transfer Activity are accessible from this drop down menu Select Locate

Buying Dealer Locator Search 1. Select Mfg 3. Click the State(s) you want to search and the State will appear in the field to the right 2. Enter Model number(s)

4. When all are Selected Click Search You can also Select All or Clear All to modify search Opt out will disable Locator Transfer

Buying Dealer Locator Results Using the information provided below the Buying dealer contacts the Selling dealer and negotiates details of the transfer. The Search Criteria Summary and Search By drop down menu can further limit your search. 1. Only open units can be transferred using COMS 2. Units are transferred at the dollar amount remaining in COMS

Selling Dealer Initiates Transfer Selling Dealer selects Initiate Transfer

Selling Dealer Initiates Transfer 1. Select the “Product Group” (MFG) 2. In the “Search By” down menu, select what best allows you to locate the unit to be transferred 3. Enter the appropriate information to complete the search. 4. Select “GO” to initiate

Selling Dealer Initiate Transfer 2. Select unit to Transfer 3. Enter the Buying Dealer number. Make sure the number is their Polaris Acceptance dealer number 4. Select Initiate Transfer 1. Click on Hyperlink to change FFP sort.

Selling Dealer Initiate Transfer Transfer Transaction Form Dealer views the Transfer details prior to confirming Please make sure the Buying dealer is accurate. 1.Enter your PIN number if required 2.Click on Confirm Transfer Cancel Transfer

Selling Dealer Initiate Transfer Reference ID Number System provides a confirmed reference ID number to track the transfer. Keep a copy for your records.

Selling Dealer Review Transfer Status Transfer Activity allows you to see status of transfer

Selling Dealer Transfer Activity Pending System Approval indicates transfer is confirmed and waiting for the system to move the product. It is now OK to release product to Buying Dealer.

Buying Dealer Home Buying Dealer Number Indicates a Pending Transfer item. Click for Short Cut to Transfer Activity Page OR

Buying Dealer Transfer Activity Buying dealer Selects “ Transfer Activity” to confirm transfer

Buying Dealer Transfer Activity Pending Buy Approval 2. Select Status : “Pending Buy Approval” to view Pending confirmations. 3. Select Status Aging: ALL Select “GO” to initiate Search Dealer can view status of ALL Transfers associated with their business or they can limit the detail. 1. Select Mfg

Buying Dealer Transfer Activity Transfer Status Note Transfer Status below Click on the Hyperlink under Reference ID to select an item to review for confirmation

Buying Dealer Transfer Activity Buyer Confirmation 1.Select Approve or Deny and 2.Enter PIN number if required 3. Select Confirm Action to Confirm Dealer is provided with a complete detail of the transfer prior to confirmation. Please verify the transfer is accurate before confirming

Buying Dealer Transfer Activity Confirmed Page indicates transfer has been successfully approved by Buying Dealer

Review Status of Transfer Activity Users can Review Transfer Status under Transfer Activity

Transfer Waiting Buyer Approval 4. Transfer Status Waiting for Buyer Approval 1. Dealer can view Status of Transfer by selecting various Status 2. Set Status Aging to ALL 3. Select GO to initiate Search

Transfer Waiting PA Approval Transfer Status waiting for PA approval

Buying Dealer Transfer Activity Pending System Approval Approved and waiting for system to move product

Transfer System Error Transfer Status System Cancelled Please notify your CSR.

Dealer Transfer Transaction Please retain this Dealer Transfer Transaction for your records.

Contact Information Contact your Polaris Acceptance Client Service Representative for assistance with the Locator Transfer at