Customer Equipment - Revision history

Marks at 19:08, 28 February 2020

2020-02-28T19:08:18Z

Marks: /* Customer Equipment Details */

2017-03-07T16:55:14Z

Customer Equipment Details

Marks at 16:53, 7 March 2017

2017-03-07T16:53:59Z

Amy: /* Introduction */

2012-11-08T00:01:07Z

Introduction

Amy: /* Introduction */

2012-11-08T00:00:54Z

Introduction

Amy: /* Introduction */

2012-11-08T00:00:28Z

Introduction

Amy at 23:59, 7 November 2012

2012-11-07T23:59:41Z

Amy at 23:34, 7 November 2012

2012-11-07T23:34:44Z

Amy at 16:21, 23 October 2012

2012-10-23T16:21:27Z

Amy: /* Customer Equipment Details */

2012-09-13T20:37:08Z

Customer Equipment Details

← Older revision		Revision as of 19:08, 28 February 2020
Line 1:		Line 1:
−	~~<videoflash>~~bGawsrnNNFQ~~</videoflash>~~	+	{{#ev:youtube\| bGawsrnNNFQ }}

@@ Line 21: / Line 21: @@
-'''Item Details tab'''
+===Item Details tab===
 This tab holds general information about the equipment. Fields to note:
@@ Line 61: / Line 61: @@
-'''Repair History tab'''
+===Repair History tab===
 <br>In the Customer Equipment tree, you can right click on an item and select New Service Order. That service order will be listed on the Repair History tab as reference.You can reference the Order #, Service Date and Closed Date.
-'''Scheduled Services tab'''
+===Scheduled Services tab===
 <br>Shows all scheduled services for this equipment. (Note: Scheduled services are not recommended, use Recurring Orders)
-'''Service History tab'''
+===Service History tab===
 <br>Shows all service orders for that equipment. If the equipment is added to the Item Repair tab on the service order, then the service order will display on this tab.
 <br>[[File:CustEQ_ServiceHistoryTab.png]]
-'''Kit Items tab'''
+===Kit Items tab===
 <br>Kit items can be setup in the inventory item. These are reference items to various parts for the equipment for example parts that should be changed. For example, if the equipment was a specific car model, the kit item might be the oil filter type, the oil type, and the recommended tires.
-'''Transactions tab'''
+===Transactions tab===
 <br>Shows all the equipment transactions such as adding, moving to another customer site, etc.
 [[File:CustEQ_Transaction.jpg]]
-'''Stored Documents tab'''
+===Stored Documents tab===
 <br>On this tab, you can add new documents to the equipment and view documents that have been added.
 <br>[[File:CustomerEquipment_StoredDocumentsTab.png]]

@@ Line 47: / Line 47: @@
 '''**NOTE**''' Your SME Administrator may have created a few custom fields not shown in the screenshot above.
-'''Maintenance tab'''
+===Maintenance tab===
 Track maintenance and expiration warranties, set activities for expiration warnings and set the service level agreement for the equipment.

@@ Line 8: / Line 8: @@
 <br>'''Adding Items to Customer Equipment'''
 <br>When setting up your inventory items in SME, you can check Add to Cust EQ (circled in image below). Add this inventory item to an order for a customer and once the order is closed, the equipment will automatically be listed in their Customer Equipment.
 <br>Equipment can also be added manually through the Customer Equipment.
 <br>1) Select '''Customer Equipment'''.

@@ Line 4: / Line 4: @@
 == Introduction ==
 SME has excellent ability to track and manage your customer’s equipment. Customer Equipment is integrated throughout SME to improve tracking of the equipment and provide your customers excellent support. Click '''Customer/Site''' to select a customer and the customer’s Customer Equipment tree will display (image below)
 <br>[[File:CustomerEquipmentTree.jpg]]
 <br>'''Adding Items to Customer Equipment'''
@@ Line 11: / Line 10: @@
 <br>[[File:inventoryItem_AddToCustEQ.jpg]]
 <br>Equipment can also be added manually through the Customer Equipment.
 <br>1) Select '''Customer Equipment'''.

@@ Line 7: / Line 7: @@
 <br><br>[[File:CustomerEquipmentTree.jpg]]
-<br><br>'''Adding Items to Customer Equipment'''
+<br>'''Adding Items to Customer Equipment'''
 <br>When setting up your inventory items in SME, you can check Add to Cust EQ (circled in image below). Add this inventory item to an order for a customer and once the order is closed, the equipment will automatically be listed in their Customer Equipment.
@@ Line 14: / Line 13: @@
 <br>Equipment can also be added manually through the Customer Equipment.
+<br>1) Select '''Customer Equipment'''.
-#       Select '''Customer Equipment'''.
+<br>2) Click '''Customer/Site''' and select the customer you need to add equipment to.
-#       Click '''Customer/Site''' and select the customer you need to add equipment to.
+<br>3) Right click and select '''Add New Item'''.
-#       Right click and select '''Add New Item'''.
+<br>4)  In the Customer Equipment window, click [[File:Magnify.jpg]] next to the Item Name field and select the equipment from the inventory list.
 == Customer Equipment Details ==

← Older revision		Revision as of 23:59, 7 November 2012
Line 2:		Line 2:


−	~~<br><br>~~SME has excellent ability to track and manage your customer’s equipment. Customer Equipment is integrated throughout SME to improve tracking of the equipment and provide your customers excellent support. Click '''Customer/Site''' to select a customer and the customer’s Customer Equipment tree will display (image below)	+	== Introduction ==
		+	SME has excellent ability to track and manage your customer’s equipment. Customer Equipment is integrated throughout SME to improve tracking of the equipment and provide your customers excellent support. Click '''Customer/Site''' to select a customer and the customer’s Customer Equipment tree will display (image below)

	<br><br>[[File:CustomerEquipmentTree.jpg]]		<br><br>[[File:CustomerEquipmentTree.jpg]]

← Older revision		Revision as of 23:34, 7 November 2012
Line 131:		Line 131:

	[[File:custEQ_Printed.jpg]]		[[File:custEQ_Printed.jpg]]
		+
		+
		+	== Custom Fields in Customer Equipment ==
		+	You can create custom fields in Customer Equipment to track specific information needed for your situation. The image below shows Customer Equipment with custom fields to Make, Model, Year, VIN Number, etc. If there is data you need to track in equipment, click '''[[Custom Tabs and Fields]]''' to learn how to add the custom fields.
		+	<br>[[File:CustomerEQ_CustomFields.png]]