Set Up Dealer Owned Equipment

Modified on Tue, 20 Jun, 2023 at 10:36 AM

1. Open Equipment from General page.

Screenshot of: Open Equipment from General page.


2. Click here to add equipment to database.

Screenshot of: Click here to add equipment to database.


3. Enter equipment Serial #.

Screenshot of: Enter equipment Serial #.


4. Enter Unit # and Control #; make sure they match for accounting purposes.

Screenshot of: Enter Unit # and Control #; make sure they match for accounting purposes.


5. Select Make, Model, and Model Group from dropdowns.

Screenshot of: Select Make, Model, and Model Group from dropdowns.


6. Select Branch and Department from dropdowns.

Screenshot of: Select Branch and Department from dropdowns.


7. Enter Customer # manually or search it using magnifying glass.

Screenshot of: Enter Customer # manually or search it using magnifying glass.


8. Click "Save" to add dealer owned equipment to database.

Screenshot of: Click "Save" to add dealer owned equipment to database.


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