Equipment can be added to a customer in a few different ways. One way is by adding a piece of equipment individually. This is done by:

• Click on the "Equipment" button and this opens the customer equipment screen
  
  
• Choose the person's name that sold the equipment in the drop down to the right of "Sold By:"
  
  
• Then choose the piece of equipment from the drop-down to the right of "Equipment:"
  
  
• Edit the quantity if you want to add more than one
  
  
• Add the zone if applicable
  
  
• Add the zone number if applicable
  
  
• Click Save and this will add the piece/s of equipment to the customer

The faster way to add equipment is to add a Package of equipment. When adding a package all the pieces of equipment associated with it will be added at the same time. First, choose who sold the equipment and then select the appropriate package from the drop-down and then click save. Every piece of equipment in that package is now on the customer record. 

To learn how to create these Equipment Packages click here. 

• ← Previous
• Next →