Difference between revisions of "7 Unique Entries"
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| − | ''' | + | '''Unique Entries''' |
| − | + | <br> What '''Doesn't''' load on the customer card using this method?'''<br>''' | |
| − | Within a '''Customer File''' there is a list of '''Equipment''' owned by that | + | 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'''. |
| − | |||
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| − | + | Entering '''Unique Equipment''' information not loaded from a quote | |
| + | |||
| + | *From the Main Screen select the '''Sales Module''' and then the '''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 the '''Equipment''' loaded from the '''Quote''' and Scroll accross to the '''Serial No '''and '''Registration '''fields | ||
| + | *Enter these details as Required | ||
| + | *'''Warranty''' details - enter the '''Waranty Period''' in '''Months''' which will calculate the '''Waranty Finish Date''' or alternatively enter the '''Finish Date''' | ||
| + | *Enter any '''Notes''' required <br> | ||
Latest revision as of 16:22, 19 October 2011
Unique Entries
What Doesn't load on the customer card using this method?
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.
Entering Unique Equipment information not loaded from a quote
- From the Main Screen select the Sales Module and then the 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 the Equipment loaded from the Quote and Scroll accross to the Serial No and Registration fields
- Enter these details as Required
- Warranty details - enter the Waranty Period in Months which will calculate the Waranty Finish Date or alternatively enter the Finish Date
- Enter any Notes required
