To transfer a subscription between Entitlement Administrators

Transfer a subscription license from one customer Entitlement Administrator (email address) to another, whether it has already been activated or not; both customers must exist in the Virtual Warehouse. If the customer you want to transfer to does not exist in the Virtual Warehouse, see To add a customer.

You cannot transfer all subscriptions and products assigned to a customer Entitlement Administrator (across multiple transactions) at once; you can transfer only at the Transaction ID level. To transfer multiple subscriptions, you must process them individually.

  1. Select Subscribe.
  2. Make sure that both customers exist. In the Customers panel, select the Entitlement Administrator you want to transfer the subscription from.
  3. In the Subscriptions panel, click > next to the subscription you want to transfer. The subscription Transaction ID displays.
  4. Click .
  5. In the Transfer subscriptions? dialog, select the email address of the customer Entitlement Administrator that you want to transfer the subscription to.
  6. Click Transfer.
  7.  In the confirmation dialog, click OK.

    A confirmation message indicates that the subscription has successfully transferred. The subscription transaction will now be visible under the Entitlement Administrator you transferred it to.

This transfer function does not replace the ability to reassign licenses that have a status of Not activated. If a license has been assigned in Virtual Warehouse, but is not yet Activated, you can cancel the assignment so that the license is returned to your Available Stock. You can then reassign it to a new customer if needed.

The subscription transfer process is not available for subscriptions purchased through the Trimble Dealer E-commerce Platform; items purchased through this method will not display the option to transfer.

If the subscription is included in an active Date Alignment request, this is indicated here and the Transfer option is not available. See To align subscription dates for more information.