How to View Customer-Owned Equipment Units

There are two primary ways to look up equipment units that belong to a specific customer:

1) Using the Customer Profile Program
Navigate to General > Customer Profile and enter the Customer # you are searching for.

    Under the Equipment tab, you’ll find a complete list of all equipment units owned by that customer.

2) Using the Advanced Search Feature in the Equipment Program

To view customer-owned equipment units, follow these steps:

• Open the Equipment Program.
• Click on the “Advanced Search” button.

• Check the “Customer Inventory” checkbox.
• Enter the Customer # in the designated field and click Search.
  • This will display all equipment units owned by the specific customer in the grid below.

For a more detailed view:

• Click the “Copy” button to copy the grid data.
• Paste the data into Excel for further analysis or expanded viewing.

Benefits of Each Method:

• The Customer Profile program provides an expanded view, displaying up to 500 items at once.
• The Advanced Search method allows for more detailed filtering, such as by Make, Model, Serial #, Control #, and more. Additionally, you can copy the grid listing and paste it into Excel if needed.