This document outlines the process of transferring a location and details the resulting impact on the associated owner and employee user accounts.
Scenario 1: Location ID is not changed, old ID is retained
Go to Info Manager > Store (Location) Summary and search for the location you want to transfer.
Now, go to the Transfer tab.
Now, select 'No' since we are only transferring the store to someone else and not creating a new location in place of that.
Under the Employee Users tab, select all the users you wish to transfer to the new location. Any employees not selected will have their accounts deleted as part of the transfer process.
Now, under the 'Seller details' tab, those owners name would appear who are the current owner of the location. If you want them to be removed as owner of this location, keep them in the 'Seller details' tab only.
To add a new buyer go to 'Add' and select the type of owner. Let's say we select 'Individual'.
Add an existing owner to the list and click on Add, now this person will become the buyer of the new location.
After filling in all the details, click on 'Complete'.
Enter your remarks to complete the transfer.
Now, if you go to see the Owner list, from the Owner tab. The new owner will start appearing and the old owners record can be found in 'Previous Ownership' tab.
All employees selected during the transfer will be moved along with the location.
Scenario 2: A New Location ID is created while transferring the location
Go to Info Manager > Store (Location) Summary and search for the location you want to transfer.
Now, go to the Transfer tab.
If you want to close the current location and create a new one for the transfer, select the ‘New’ option and enter the new Franchise ID.
You’ll also have the option to choose which data from the previous location you’d like to carry over to the new one.
Under the Employee user details tab, selecting the employees will determine whether they will be transferred to the new location or not. If you de-select any employee, their account will be deactivated and they will remain mapped to the old location.
Under the Seller Details tab, the current owners of the location appear. Owners in the seller tab will not be added to the new location. If you want a specific owner to remain the owner for the new location, you can remove them using the 'Action' icon, post which they'll start appearing as a buyer.
Under the Buyer Details tab, you have to add the new owners of the location. For now, we'll add an existing user as a new owner. Select Add > Individual.
Select 'Existing Individual' and search for the owner you want to add and click on 'Add'.
Click on 'Complete' to complete the transfer.
Add a remark and then click on 'Confirm' to complete the transfer.
After the transfer, the old store will be terminated and a new store will be opened with the entered ID.
Now, if you view the owner and employee user accounts for the location, you'll see the new location added along with the newly assigned owner and the selected existing employees.
The previous location will still be associated with the user accounts, but it will appear terminated.