Set Up Customer Owned Equipment

Modified on Tue, 20 Jun, 2023 at 11:51 AM

1. Click "Equipment"

Screenshot of: Click "Equipment"


2. Click here to add equipment entry.

Screenshot of: Click here to add equipment entry.


3. Enter serial number.

Screenshot of: Enter serial number.


4. Click here to enter unit number.

Screenshot of: Click here to enter unit number.


5. Click here to enter control number. Ensure unit and control numbers match.

Screenshot of: Click here to enter control number. Ensure unit and control numbers match.


6. Select Make of equipment.

Screenshot of: Select Make of equipment.


7. Select Model and Model Group of equipment.

Screenshot of: Select Model and Model Group of equipment.


8. Check "Customer Owned" box; leave Branch and Department fields blank unless equipment is internally owned.

Screenshot of: Check "Customer Owned" box; leave Branch and Department fields blank unless equipment is internally owned.


9. Enter customer number.

Screenshot of: Enter customer number.


10. Click save to add equipment to inventory.

Screenshot of: Click save to add equipment to inventory.


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