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Difference between revisions of "Equipment"

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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?  
 
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.  
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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.  
  
 
'''How to add equipment'''  
 
'''How to add equipment'''  

Revision as of 10:59, 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