Difference between revisions of "5 Quote for Equipment"
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Simon Clive (Talk | contribs) (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 | + | '''Quote For Equipment''' |
| − | What is required to be on, for the equipment to save on the customer card when using on a quote? | + | 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 | + | 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. | + | |
| − | + | To add equipment from a '''Quote''' | |
| − | Before you can | + | *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 | |
| − | Select the | + | *Fill out all of the Required fields and '''Save''' |
| − | + | ||
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
