Simon Clive at 00:03, 19 October 2011

2011-10-19T00:03:21Z

Simon Clive: Created page with "Quote For Equipment What is required to be on, for the equipment to save on the customer card when using on a quote? New Equipment can be added from within the Equipment List
2011-06-30T00:36:36Z

Created page with "Quote For Equipment What is required to be on, for the equipment to save on the customer card when using on a quote? New Equipment can be added from within the Equipment List<L..."

New page
Quote For Equipment

What is required to be on, for the equipment to save on the customer card when using on a quote?

New Equipment can be added from within the Equipment List<LinkId=1082>, from the Main Screen<LinkId=1083>, from a Product<LinkId=1084> or from a Quote<LinkId=1085> Once in the
New Equipment page either method is the same.

How to add equipment from a Quote

Before you can add Equipment to a customer file from a quote, you must flag the product as "Is Equipment"

Select the Workshop tab
Select Product Express List button
Select the product that you want to add as equipment
Select the Is Equipment check box - the New Equipment screen will now open

@@ Line 1: / Line 1: @@
-Quote For Equipment
+'''Quote For Equipment'''
 What is required to be on, for the equipment to save on the customer card when using on a quote?
-New Equipment can be added from within the Equipment List<LinkId=1082>, from the Main Screen<LinkId=1083>, from a Product<LinkId=1084> or from a Quote<LinkId=1085> Once in the
+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.
-New Equipment page either method is the same.
-How to add equipment from a Quote
+To add equipment from a '''Quote'''
-Before you can add Equipment to a customer file from a quote, you must flag the product as "Is Equipment"
+*Before you can '''Add Equipment''' to a customer file from a '''Quote''', you must flag the product as '''"Is Equipment"'''
+*From the Main Screen select the '''Workshop''' Module then the '''Product Express List''' button
-Select the Workshop tab
+*Select the '''Product''' that you want to '''Add as Equipment''' and select the '''Is Equipment''' check box
-Select Product Express List button
+*The '''New Equipment''' screen will now open&nbsp;
-Select the product that you want to add as equipment
+*Fill out all of the Required fields and '''Save'''
-Select the Is Equipment check box - the New Equipment screen will now open