If a customer sells their equipment or site to someone then you will need to change the ownership for invoicing and recordkeeping.
To start the process you highlight the site or equipment you want and click 'Change owner' in the menu on the left hand side.
If there are active orders connected to the service object you want to move, a dialogue window will inform you of this but it will not prevent you from completing the process.
Next you will get a 3-step wizard for selecting the site and equipment you want to give new ownership.
The checkboxes are independent of each other so it is possible to only change owner for the site and leave the equipment with the old customer.
Your next step is to choose the new owner.
On the right hand side you will see existing sites and equipment that belongs to the customer.
The final step of adding a contact is optional.
You have options for creating a new contact for the customer, creating an independent contact, or choosing an existing customer contact.
On the right hand side you will see the contacts currently available on the new customer.