Administration
Transfer accounts
Move one sales agent's customers and in-flight loads to another agent in one step, for when someone leaves or a desk is reorganised.
When an agent leaves on a Friday, nobody should spend the weekend reassigning ninety loads by hand. Transfer accounts moves a whole book from one agent to another in one step: the customers they own, the loads still moving, or both. Finished work (paid and cancelled loads) stays with the person who ran it, so history and commission stay true.
- Where
- Administration → Transfer accounts (/transfer)
- Who can open it and transfer
- Users · edit. By default: the Owner only
- What moves
- Customers the agent owns, and/or their loads that are not paid and not cancelled
- What stays
- Paid and cancelled loads
- Saves to
- Customer owner, load sales agent, and one audit entry
What you see
The transfer panel
Three numbered steps:
- Agents: Move from and Move to. Anyone active can receive a book. If you pick the same person on both sides, the panel warns "Same person on both sides".
- What moves: tick Customers, Loads in flight, or both.
- Review: a summary of what will move before you confirm.
Under the panel, a table shows the chosen agent's book: each Customer, its Open loads, what is Unpaid, and whether it is Moving or Staying.
Books
A Book value chart and a table of every agent who has a book:
| Column | Meaning |
|---|---|
| Agent | Initials and name |
| Customers | Customers they own |
| Open loads | Loads they are the agent on that are still in flight |
| Unpaid | What is still open on their loads |
| Book value | The total value of their book |
If the company has fewer than two people, the page shows "Not enough agents".
Move a book
Pick the two agents
Choose Move from and Move to.Choose what moves
Tick Customers, Loads in flight, or both.Check the review
The table below shows which customers move.Click Transfer and confirm
The confirmation reads, for example, "12 customers and 31 in-flight loads will belong to Dana. Paid and cancelled loads stay with Sam." Click Transfer.
Everything moves in one transaction: either all of it moves, or none of it does.
What changes
| Ticked | Effect |
|---|---|
| Customers | Every customer owned by the first agent is now owned by the second |
| Loads in flight | Every load where the first agent is the sales agent, not paid and not cancelled, now has the second agent |
Because a Sales Manager only sees their own loads (R9), the new agent sees the moved loads and customers at once, and the old agent no longer does.
Messages you may see
| Message | Why |
|---|---|
| "Pick a different agent to move the book to." | Same person on both sides |
| "The agent receiving the book is deactivated." | Reactivate them on Users, or pick someone else |
| "Choose customers, loads, or both." | Nothing ticked |
| "… has nothing of that kind to move." | The first agent has no customers or in-flight loads of the kind ticked |
What is recorded
One audit entry, book.transfer, for example "Moved 12 customers and 31 in-flight loads from Sam to Dana.", keeping the list of customer and load IDs that moved.