Difference between revisions of "8 Warranty"
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Simon Clive (Talk | contribs) (Created page with "Warranty Where can you enter the term of the warranty? Within a customer file there is a list of equipment owned by that customer. This may have been populated from a sale, a ...") |
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| − | Warranty | + | '''Warranty''' |
| − | Where can you enter the term of the warranty? | + | Where can you enter the term of the warranty? |
| − | 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'''. If loaded from a '''Quote''' it will be loaded as a '''"Generic" Eequipment''' and the '''Unique Identifying''' information will need to be added from the '''Customer Screen.''' |
| − | a | + | |
| − | + | ||
| − | Entering Unique Equipment information not loaded from a quote | + | Entering '''Unique Equipment''' information not loaded from a quote |
| − | + | *From the Main Screen elect the '''Sales Module''' and then the '''Customer List''' button | |
| − | + | *Select the '''Customer''' that you want to see '''Equipment''' for | |
| − | Select the | + | *Select the '''Equipment Tab''' - you will now see the list of '''Customer Equipment ''' |
| − | Select the Equipment | + | *Select the '''Equipment''' loaded from the '''Quote''' and scroll accross to the '''Warranty''' Fields |
| − | Select the | + | *Enter the '''Warranty Period''' in '''Months''' which will calculate the '''Warranty Finish Date''' or alternatively just type in the '''Finish Date''' |
| − | + | *Enter any '''Notes''' required | |
| − | Enter the | + | |
| − | + | ||
| − | + | ||
Latest revision as of 16:31, 19 October 2011
Warranty
Where can you enter the term of the warranty?
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" Eequipment and the Unique Identifying information will need to be added from the Customer Screen.
Entering Unique Equipment information not loaded from a quote
- From the Main Screen elect 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 Warranty Fields
- Enter the Warranty Period in Months which will calculate the Warranty Finish Date or alternatively just type in the Finish Date
- Enter any Notes required
