Review a transfer

Transfers are submitted from Transfer ownership of an animal. The current owner keeps the animal until this review is approved. Open it from To Process, on All or Transfers.

The dialog title is Transfer Review. The reference is shown beside it, with who submitted it and when.

Review the transfer

The first step is Review transfer. Transfer Details shows Transfer From and Transfer To, using your owner field label. Notes from the submission appear under the parties when the member included them.

The animal record is on the same step. The more menu includes Open animal record and View all transfers.

Select Continue to go to Fees & approval. Back returns to the transfer details.

Fees and approval

The fee card matches a registration review. Choose Charged to and a Payment method:

A fee charged to a non-member is invoiced, and the button is Approve & Invoice plus the amount. Do not charge for this approval, or a $0 fee, changes the button to Approve transfer.

Approving moves ownership to the new owner and records the transfer. The confirmation screen includes Issue certificate when you want a certificate for the new owner. If the fee was invoiced, Send invoice is on that screen. Done closes the dialog.

Decline the transfer

Request Changes and Reject are on the first step. Both use the Reject registration dialog. Ownership stays with the current owner, and no transfer fee is charged.