Monday, February 3, 2014

New Volume Transfer Form and Report

An updated Volume Transfer Form and Volume Transfer Report will be launched February 10. While the layout has changed slightly, several improvements will improve speed and accuracy:

• Dealer and Preferred Customer names automatically populate when valid Z.O. and Preferred Customer numbers are entered.

• A search function finds Z.O. and Preferred Customer numbers without leaving the form.

• Incomplete forms can be saved and submitted at a later time.

• The new format helps corporate staff process transfers and update the monthly Personal and Group Volume Reports more quickly. This will allow transfers to be processed automatically in the near future, further increasing speed and accuracy.

• New transfer reports can be used to confirm accuracy and allow transactions to be searched by date and/or customer number.