Difference between revisions of "Equipment"
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[[Workshop Reports]] | [[Workshop Reports]] | ||
</menu> | </menu> | ||
| − | == Overview == | + | == Overview == |
| − | '''What is Equipment?''' | + | '''What is Equipment?''' |
| − | An item of Equipment is "generic" (eg. Ford falcon) until attached to a customer which can be done from the Customer | + | An item of Equipment is "generic" (eg. Ford falcon) until attached to a customer which can be done from the Customer screen or a Repair. Once attached the specific item can be given a registration number or serial number to identify it. For example you may have 20 customers with a Ford Falcon but Ford Falcon would only appear in the Equipment list once. |
| − | screen or a | + | |
| − | For example you may have 20 customers with a Ford Falcon but Ford Falcon would only appear in the Equipment | + | |
| − | list once. | + | |
| − | An item of Equipment may be a product that you sell or it may be supplied by a customer. | + | An item of Equipment may be a product that you sell or it may be supplied by a customer. Where can you add equipment from the main screen? |
| − | + | ||
| − | Where can you add equipment from the main screen? | + | |
| − | New Equipment can be added from within the [[Equipment List]], from the [[Main Screen]], from a [[Product]] or | + | 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. |
| − | from a [[Quote]] Once in the New Equipment page either method is the same. | + | |
| − | '''How to add equipment''' | + | '''How to add equipment''' |
| + | |||
| + | *Select the '''Workshop''' tab | ||
| + | *Select '''Equipment''' button | ||
| + | *Enter the details of the new equipment in the'''Name, Description, Manufacture''' and '''Model''' fields where | ||
| + | |||
| + | applicable | ||
| + | |||
| + | *The '''Linked Product''' field is automatically filled if the equipment is created from a sale and does not need to be | ||
| + | |||
| + | edited | ||
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*The '''Spare Parts''' will be populated as parts are used in repairs | *The '''Spare Parts''' will be populated as parts are used in repairs | ||
Revision as of 10:55, 24 June 2011
Overview
What is Equipment?
An item of Equipment is "generic" (eg. Ford falcon) until attached to a customer which can be done from the Customer screen or a Repair. Once attached the specific item can be given a registration number or serial number to identify it. For example you may have 20 customers with a Ford Falcon but Ford Falcon would only appear in the Equipment list once.
An item of Equipment may be a product that you sell or it may be supplied by a customer. Where can you add equipment from the main screen?
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.
How to add equipment
- Select the Workshop tab
- Select Equipment button
- Enter the details of the new equipment in theName, Description, Manufacture and Model fields where
applicable
- The Linked Product field is automatically filled if the equipment is created from a sale and does not need to be
edited
- The Spare Parts will be populated as parts are used in repairs
