7 Unique Entries
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Revision as of 16:22, 19 October 2011 by Simon Clive (Talk | contribs)
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. If loaded from a Quote it will be loaded as a "Generic" Equipment and the Unique Identifying information will need to be added from the Customer File.
Entering Unique Equipment information not loaded from a quote
- From the Main Screen select 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 Serial No and Registration fields
- Enter these details as Required
- Warranty details - enter the Waranty Period in Months which will calculate the Waranty Finish Date or alternatively enter the Finish Date
- Enter any Notes required
