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Difference between revisions of "5 Quote for Equipment"

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(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...")
 
 
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Quote For Equipment
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'''Quote For Equipment'''
  
What is required to be on, for the equipment to save on the customer card when using on a quote?
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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  
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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.  
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How to add equipment from a Quote
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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"
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*Before you can '''Add Equipment''' to a customer file from a '''Quote''', you must flag the product as '''"Is Equipment"'''
 
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*From the Main Screen select the '''Workshop''' Module then the '''Product Express List''' button  
Select the Workshop tab
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*Select the '''Product''' that you want to '''Add as Equipment''' and select the '''Is Equipment''' check box  
Select Product Express List button
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*The '''New Equipment''' screen will now open&nbsp;
Select the product that you want to add as equipment
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*Fill out all of the Required fields and '''Save'''
Select the Is Equipment check box - the New Equipment screen will now open
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Latest revision as of 11:03, 19 October 2011

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, 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 Quote

  • 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 Product that you want to Add as Equipment and select the Is Equipment check box
  • The New Equipment screen will now open 
  • Fill out all of the Required fields and Save