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'''Load Customer Equipment'''
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'''Unique Entries'''
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What doesn't load on the customer card using this method?'''<br>'''  
  
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'''.  
 
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
 
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

Revision as of 14:10, 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.

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