Difference between revisions of "7 Unique Entries"
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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...") |
Simon Clive (Talk | contribs) |
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| − | Load Customer Equipment | + | '''Load Customer Equipment''' |
| − | Where does the | + | 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 | + | |
| − | How to display a | + | How to display a Customers Equipment |
| − | Select the Sales tab | + | Select the Sales tab Select 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 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 | + | |
| − | Depending on how the equipment has been loaded you may or may not have all of the data you want. | + | Depending on how the equipment has been loaded you may or may not have all of the data you want. Serial number, registration, warranty information may need to be input manually |
| − | registration, warranty information may need to be input manually | + | |
Revision as of 13:51, 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.
How to display a Customers Equipment
Select the Sales tab Select 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
Depending on how the equipment has been loaded you may or may not have all of the data you want. Serial number, registration, warranty information may need to be input manually
