7 Unique Entries - Revision history

Simon Clive at 05:22, 19 October 2011

2011-10-19T05:22:20Z

Simon Clive at 03:14, 19 October 2011

2011-10-19T03:14:07Z

Simon Clive at 03:10, 19 October 2011

2011-10-19T03:10:58Z

Simon Clive at 02:51, 19 October 2011

2011-10-19T02:51:43Z

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..."

2011-06-30T00:50:15Z

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: @@
 '''Unique Entries'''
-What doesn't load on the customer card using this method?'''<br>'''<br> 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'''.
+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'''. If loaded from a '''Quote''' it will be loaded as a '''"Generic"''' Equipment and the '''Unique Identifying''' information will need to be added from the '''Customer File'''.
-*The '''Serial''' number, '''Registration''' and '''Warranty''' information are the '''Unique Identifiers''' for this type of Equipment and will need to be manually inputed<br>

@@ Line 1: / Line 1: @@
 '''Unique Entries'''
-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'''.
+*The '''Serial''' number, '''Registration''' and '''Warranty''' information are the '''Unique Identifiers''' for this type of Equipment and will need to be manually inputed<br>
-−
-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'''
+'''Unique Entries'''
 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'''.
 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?
+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
+How to display a Customers Equipment
-Select the Sales tab
+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
 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,
+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
 registration, warranty information may need to be input manually