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Workshop: Service Item Lookup

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Go to Workshop > Service Item Lookup

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security setuptabsUnlock monitorQuick addcalendarDashboardCompanyEmployeeQuoteStock ItemsSupplierCustomerLedgerInvoiceFileAdding a job cardOptionsLabourExtraService FeedbackService Item LookupJob DetailLookupWorkshop_Menu

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Aim: 1) To automatically open a job card and to populate it.

        2) To transfer equipment between customers. (Alternatively, the Customer Equipment form can also be used).

 

Email FilterRegistration NoSerial NumberInternal GL AccountEquipment PropertiesSaveCheckboxRow SelectorSelect VisibleWeightSearch RowSummary BarEdit FilterGrid ReportSelect VisibleCustomer Equipmenr ActiveSMS FilterPrintClear FilterRefreshOpen EnquiriesDelete ItemOpen CustomerNew Job CardShow Job Card DetailsCustomer ServiceOpen EquipmentService_Item_Lookup

 

If you want to transfer the equipment from one customer to another customer.

1) Select the Edit button

2) Select the customer column and select the new customer. See image below

 

Service_Item_Lookup_Change

 

See also Customer | Equipment

Keywords: Customer Equipment Lookup,Customer Service Item Report,Equipment to be serviced,Service item lookup,Service Schedule,SMS,Transfer Equipment Between Customers