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6 Load Customer Equipment

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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.

To display a Customers Equipment

  • From the Main Screen select the Sales Module and then the Customer List button
  • Select the Customer that you want to see Equipment for and select the Equipment Tab - you will now see the list of Customer Equipment
  • Depending on how the Equipment has been loaded you may not have all of the data you want. Serial number, Registration, Warranty information may need to be manually inputed.