5 Quote for Equipment
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Revision as of 11:36, 30 June 2011 by Simon Clive (Talk | contribs)
Quote For Equipment
What is required to be on, for the equipment to save on the customer card when using on a quote?
New Equipment can be added from within the Equipment List<LinkId=1082>, from the Main Screen<LinkId=1083>, from a Product<LinkId=1084> or from a Quote<LinkId=1085> Once in the New Equipment page either method is the same.
How to add equipment from a Quote
Before you can add Equipment to a customer file from a quote, you must flag the product as "Is Equipment"
Select the Workshop tab Select Product Express List button Select the product that you want to add as equipment Select the Is Equipment check box - the New Equipment screen will now open
