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Equipment

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Revision as of 10:55, 24 June 2011 by Simon Clive (Talk | contribs)

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Overview

What is Equipment?

An item of Equipment is "generic" (eg. Ford falcon) until attached to a customer which can be done from the Customer screen or a Repair. Once attached the specific item can be given a registration number or serial number to identify it. For example you may have 20 customers with a Ford Falcon but Ford Falcon would only appear in the Equipment list once.

An item of Equipment may be a product that you sell or it may be supplied by a customer. Where can you add equipment from the main screen?

New Equipment can be added from within the Equipment List, from the Main Screen, from a Product or from a Quote Once in the New Equipment page either method is the same.

How to add equipment

  • Select the Workshop tab
  • Select Equipment button
  • Enter the details of the new equipment in theName, Description, Manufacture and Model fields where

    applicable

  • The Linked Product field is automatically filled if the equipment is created from a sale and does not need to be

    edited

  • The Spare Parts will be populated as parts are used in repairs