How to Update the Owning Customer of a Unit

Modified on Thu, 11 Jan 2024 at 09:36 AM

1. Open equipment record from General > Equipment search screen.


2. Click Edit.


3. Make sure to set Customer Owned checkbox to true.


4. Enter Customer # or use magnifying glass to search.


Tip: Once customer number has been entered, click Tab to display customer name.


5. Click "Save"


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