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Polaris Acceptance Locator / Transfer

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

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Page 1: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Polaris Acceptance Locator / Transfer

Page 2: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

• 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

Page 3: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

High Level Functionality

• Locate• Seller Initiate• Buyer Approve• Auto Repurchase Completed

Overnight• View Activity / Details

Page 4: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Customer Online Management System

Log on to

COMS

Page 5: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Buying Dealer

Select your dealer number

Page 6: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Buying Dealer

Inventory Locator

Inventory Locator, Initiate Transfer and Transfer Activity are accessible from this drop down menu

Select Locate

Page 7: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

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)

Page 8: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

4. When all are Selected Click Search

You can also Select All or Clear All to modify search

Opt out will disable Locator Transfer

Page 9: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

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

Page 10: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Selling Dealer Initiates Transfer

Selling Dealer selects Initiate Transfer

Page 11: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

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

Page 12: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

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 .

Page 13: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

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

Page 14: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Selling Dealer Initiate Transfer Reference ID Number

System provides a confirmed reference ID number to track the transfer . Keep a copy for your records.

Page 15: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Selling Dealer Review Transfer Status

Transfer Activity allows you to see status of transfer

Page 16: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

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 .

Page 17: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Buying Dealer Home

Buying Dealer Number

Indicates a Pending Transfer item .

Click for Short Cut to Transfer Activity Page

OR

Page 18: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Buying Dealer Transfer Activity

Buying dealer Selects “ Transfer Activity” to confirm transfer

Page 19: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

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

Page 20: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Buying Dealer Transfer ActivityTransfer Status

Note Transfer Status below

Click on the Hyperlink under Reference ID to select an item to review for confirmation

Page 21: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

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

Page 22: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Buying Dealer Transfer ActivityConfirmed

Page indicates transfer has been successfully approved by Buying Dealer

Page 23: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Review Status of Transfer Activity

Users can Review Transfer Status under Transfer Activity

Page 24: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

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

Page 25: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Transfer Waiting PA Approval

Transfer Status waiting for PA approval

Page 26: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Buying Dealer Transfer Activity Pending System Approval

Approved and waiting for system to move product

Page 27: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Transfer System Error

Transfer Status System Cancelled Please notify your CSR.

Page 28: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Dealer Transfer Transaction

Please retain this Dealer Transfer Transaction for your records.

Page 29: Polaris Acceptance Locator / Transfer. System Processes data using your Polaris Acceptance Dealer number. The Buying dealer should provide their Polaris

Contact Information

• Contact your Polaris Acceptance Client Service Representative for assistance with the Locator Transfer at 1-800-330-9407