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Revision as of 10:36, 30 June 2011

New From Product

How do you add equipment automatically from a product?

New Equipment can be added from within the Equipment List<LinkId=1082>, from the Main Screen<LinkId=1083>, from a Product<LinkId=1084> or from a Quote<LinkId=1085> Once in the New Equipment page either method is the same.

How to add equipment from a product

Select the Workshop tab Select Product Express List button Select the product that you want to add as equipment Select the Is Equipment check box - the New Equipment screen will now open The Name, and Linked Product fields will self populate Enter the Description, Manufacture and Model fields where applicable