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(Created page with "New From Product How do you add equipment automatically from a product? New Equipment can be added from within the Equipment List<LinkId=1082>, from the Main Screen<LinkId=108...")
 
 
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New From Product  
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'''New From Product '''
  
How do you add equipment automatically from a product?
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How do you add equipment automatically from a product?  
  
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 product
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To '''Add Equipment''' from a product  
  
Select the Workshop tab
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*From the Main Screen select the '''Workshop Module''' and then the '''Product Express List''' button.
Select Product Express List button
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*Select the Product that you want to '''Add as Equipment'''
Select the product that you want to add as equipment
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*Select the '''Is Equipment''' check box and the '''New Equipment''' screen will now open.
Select the Is Equipment check box - the New Equipment screen will now open
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*The '''Name''' and '''Linked Product''' fields will self populate
The Name, and Linked Product fields will self populate
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*Enter the '''Description''', '''Manufacture''' and '''Model No''' fields where applicable and '''Save'''<br>
Enter the Description, Manufacture and Model fields where applicable
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Latest revision as of 10:46, 19 October 2011

New From Product

How do you add equipment automatically from a product?

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 product

  • From the Main Screen select the Workshop Module and then the Product Express List button.
  • Select the Product that you want to Add as Equipment
  • Select the Is Equipment check box and the New Equipment screen will now open.
  • The Name and Linked Product fields will self populate
  • Enter the Description, Manufacture and Model No fields where applicable and Save