Simon Clive at 02:49, 19 October 2011

2011-10-19T02:49:14Z

Simon Clive: Created page with "Load Customer Equipment Where does the equipment for a customer display? Within a customer file there is a list of equipment owned by that customer. This may have been populat..."

2011-06-30T00:49:49Z

Created page with "Load Customer Equipment Where does the equipment for a customer display? Within a customer file there is a list of equipment owned by that customer. This may have been populat..."

New page

Load Customer Equipment

Where does the equipment for a customer display?

Within a customer file there is a list of equipment owned by that customer. This may have been populated from a sale,
a quote, a repair or directly entered into the customer file.

How to display a customers equipment

Select the Sales tab
Select Customer List button
Select the customer that you want to see equipment for
Select the Equipment tab - you will now see the list of customer equipment

Depending on how the equipment has been loaded you may or may not have all of the data you want. Serial number,
registration, warranty information may need to be input manually

@@ Line 1: / Line 1: @@
-Load Customer Equipment
+'''Load Customer Equipment'''
 Where does the equipment for a customer display?
-Within a customer file there is a list of equipment owned by that customer.  This may have been populated from a sale,
+Within a '''Customer File''' there is a list of equipment owned by that customer. This may have been populated from a '''Sale''', a '''Quote''', a '''Repair''' or directly entered into the '''Customer File'''.
-a quote, a repair or directly entered into the customer file.
-How to display a customers equipment
+To display a '''Customers Equipment'''
-Select the Sales tab
+*From the Main Screen select the '''Sales Module''' and then the '''Customer List''' button
-Select Customer List button
+*Select the Customer that you want to see '''Equipment''' for and select the '''Equipment Tab''' - you will now see the list of '''Customer''' '''Equipment'''
-Select the customer that you want to see equipment for
+*Depending on how the '''Equipment''' has been loaded you may not have all of the data you want. '''Serial''' number, '''Registration''', '''Warranty''' information may need to be manually inputed.
-Select the Equipment tab - you will now see the list of customer equipment
-−
-Depending on how the equipment has been loaded you may or may not have all of the data you want.  Serial number,
-registration, warranty information may need to be input manually

6 Load Customer Equipment - Revision history

Simon Clive at 02:49, 19 October 2011

Simon Clive: Created page with "Load Customer Equipment Where does the equipment for a customer display? Within a customer file there is a list of equipment owned by that customer. This may have been populat..."