Customer Equipment

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For instance, vehicles that you service regularly and you don't want to capture the data every time the vehicle is in for a service.

 

Go to Customer Main Form and select Customer Equipment

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Internal Job CardDelete the item.Save the dataBin locationSelect the branch to useAdd templatesAdd locationsChange field names
Customer Equipment

Customer Equipment

 


Three Methods To Add a New Item

New Item

Select to add a new service item.

The word New will be shown in the description field - change New to a descriptive name e.g. Hilux 2.5

Give the service item an Item Code, maybe the registration number of the vehicle.

Fill in the rest of the fields like Make, Model etc.

New Item For Stock Item

Add an existing Stock Item as a Service Item.

Select the item and then click on the New Item For Stock Item button.

The custom fields from the Main Inventory form (Additional Info tab) will also be added. You can change the fields, Make, Model, Registration No and Engine No. so that it corresponds to the Custom Fields from the Main Inventory form

New Item Based On Template

Select this button if you want to add an item from a template.

Step 1: Add the templates by selecting the Green_Plus_sign button - Give the template a name and fill in the fields you want to use.

Step 2: Select the template you want to use.

Step 3: Select the New Item Based On Template button to add the item.

 

Remember:

1) You can change the label names by clicking on the graphic

2) You can also add equipment directly on the job card. Select the Equipment Tab

 

To get a list of equipment, go to Workshop > Service Item or Customer > Extra > Service Item Lookup

 

http://bit.ly/SI_Customer_Equipment