---
title: How to Transfer a Unit
description: Units are tied to a customer, so if one has been sold or otherwise transferred to another of your customers you can track that in EMDECS while still retaining the unit's history
---

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# How to Transfer a Unit

## Units are tied to a customer, so if one has been sold or otherwise transferred to another of your customers you can track that in EMDECS while still retaining the unit's history

To transfer a Unit from one Customer to another go to **Fleet** \> **Unit Master** \> **Transfer Unit**

![](https://help.fleetsquared.com/galleryDocuments/edbsn142434d940190b20d9af9c5923b5f84aaba3bc3e7a660532de38757110d5d25cab7891073be007d74560bba47fbba8a6?inline=true)

 

The next steps need to be done in a sequence.

1. Select the **Transfer Unit #** (Unit you would like to transfer)
2. Select the **Transfer to Owner** (Owner you would like to transfer the unit to)
3. Select the **Transfer To PM Group** (Optional: PM Group to assign the Unit to)
4. Select the **Transfer Date** (When this transfer is effective)
5. Check the **Transfer all repair orders** checkbox if you'd like the RO history of the unit to get transferred as well
6. Input a **Reason** for the Unit Transfer

**Note: Any fields marked with an asterisk \* is mandatory to fill in** 

 

When you are finished inputting the information, click on the **Transfer Unit** button to complete the transfer.

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn28a28ac7ef6f71a07f0493e89affde7ea0b4610f39180407c6b144f9c46d0642fd895682ddefea069f19cbac85b37bad?inline=true)

 

Now when you search for the **Unit #** you can see the **Owner** column show the New Owner.

 

![](https://help.fleetsquared.com/galleryDocuments/edbsn28a28ac7ef6f71a07f0493e89affde7eac19ac785ed161e51bf5f4211e032a53a6da21c4490023a6ee5644001f6dae0c?inline=true)

 

#### View Unit Transfer History

To view Unit **Transfer History** go to **Fleet** \> **Unit Master** 

 

Search for the Unit and click on the **Transfer History** tab.

 

This tab will display the previous transfer **Date** and **Old/New Owner** information.

 

![](https://help.fleetsquared.com/galleryDocuments/edbsncc8fdeed7947d78804e7ccf97d24dd026ccfb1e55d47e5168c2224c7f61df81582cfc2303a4c9aa84cf9db0dde86b547?inline=true)

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