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4 New From Product

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New From Product

How do you add equipment automatically from a product?

New Equipment can be added from within the Equipment List, from the Main Screen, from a Product or from a Quote. Once in the New Equipment page either method is the same.

To Add Equipment from a product

  • From the Main Screen select the Workshop Module and then the Product Express List button.
  • Select the Product that you want to Add as Equipment
  • Select the Is Equipment check box and the New Equipment screen will now open.
  • The Name and Linked Product fields will self populate
  • Enter the Description, Manufacture and Model No fields where applicable and Save