Difference between revisions of "6 Load Customer Equipment"
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Simon Clive (Talk | contribs) (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...") |
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| − | Load Customer Equipment | + | '''Load Customer Equipment''' |
| − | Where does the equipment for a customer display? | + | Where does the equipment for a customer display? |
| − | Within a | + | 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 | + | |
| − | + | To display a '''Customers Equipment''' | |
| − | + | *From the Main Screen select the '''Sales Module''' and then the '''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 | + | *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. |
| − | + | ||
| − | + | ||
| − | Depending on how the | + | |
| − | + | ||
Latest revision as of 13:49, 19 October 2011
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.
To display a Customers Equipment
- From the Main Screen select the Sales Module and then the 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
- 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.
