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 (
) , click to get more information.
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 Step 2: Select the template you want to use. Step 3: Select the New Item Based On Template button to add the item. |
button - Give the template a name and fill in the fields you want to use.
Remember:
1) You can change the label names by clicking on the 
2) You can also add equipment directly on the job card. Select the Job Card Equipment Tab
You can make these fields mandatory in the Workshop Options > Required form.
To get a list of equipment, go to Workshop > Service Item Lookup or Customer > Extra > Service Item Lookup
