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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