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Create Customer Equipment Entries

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To Create Customer Equipment Entries:

On the Tasks Panel at the left of the screen, use the Action Manager to select Equipment Lookup:
Or, on the Work Menu at the top of the screen,
Click the Equipment button
Or, click the Equipment down-arrow, and select Create Equipment
The full-size Lookup screen will appear. (To add or change a record, see Large Lookup, Add or Edit.)
At the bottom left of the Equipment Lookup screen, click the New button.
The Select a Customer & Job Site screen will appear.
As soon as you select your Customer & Job Site, the Customer Equipment Details screen will appear.

To access the Actions menu for the Equipment Lookup screen:

Click the Actions button at bottom left
Right-click any detail line
The Actions menu contains the following options:

 


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