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Workshop: Service Item Lookup

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Go to Workshop > Service Item Lookup

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

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Workshop: Service Item Lookup

Purpose:

1.Automatically open and populate a job card.

2.Transfer equipment between customers. (Alternatively, use the Customer Equipment form.)

 

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

 

Steps to Transfer Equipment to Another Customer:

1. Click the Edit button.

2. In the Customer column, select the new customer from the dropdown list.

Note: This is useful when a vehicle or equipment item changes ownership.

 

Service_Item_Lookup_Change

 

Report: Equipment to service this week

 

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