Editing Customer Equipment Actions Menu
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<u>Add New Item</u> – Add a new item to the customer’s equipment | <u>Add New Item</u> – Add a new item to the customer’s equipment | ||
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<u>Equipment Editor</u> – Same as double clicking on the item to edit the equipment details | <u>Equipment Editor</u> – Same as double clicking on the item to edit the equipment details | ||
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<u>New Service Order</u> or <u>New Install Order</u>– Creates a new order for this customer and enters this equipment into the Item Repair tab on the order. | <u>New Service Order</u> or <u>New Install Order</u>– Creates a new order for this customer and enters this equipment into the Item Repair tab on the order. | ||
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<u>Move to another site</u> – moves the equipment to another customer or site. This removes the equipment off the Customer Equipment tree. | <u>Move to another site</u> – moves the equipment to another customer or site. This removes the equipment off the Customer Equipment tree. | ||
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<u>Retire</u> - Sets the equipment status to “retired” on the Customer Equipment tree and creates a Return. In the Return, you can receive the item back into your inventory. | <u>Retire</u> - Sets the equipment status to “retired” on the Customer Equipment tree and creates a Return. In the Return, you can receive the item back into your inventory. | ||
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<u>Replace</u> – Sets the equipment status to “On RMA” and creates a Return. When processing the return in the inventory module, you will be prompted to select another item from inventory to replace. | <u>Replace</u> – Sets the equipment status to “On RMA” and creates a Return. When processing the return in the inventory module, you will be prompted to select another item from inventory to replace. | ||
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<u>Swap</u> - Swap this equipment with other equipment for the same customer site. This is used for example if you have a spare part and want to swap with an active part. | <u>Swap</u> - Swap this equipment with other equipment for the same customer site. This is used for example if you have a spare part and want to swap with an active part. | ||
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<u>Delete</u> - Delete the equipment from the list. Note: this is not reversible. | <u>Delete</u> - Delete the equipment from the list. Note: this is not reversible. | ||
| + | Import From file- Import customer equipment list from a csv (comma separated value) or excel file. This will open the Data Import screen to view and map the data to SME fields. | ||
| − | + | Export to Excel - Export the equipment list to an excel file. You will be prompted to choose a location to save the excel file and the file will automatically open. | |
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