This article will show you how to add a Customer Owned Unit to a Customer Record
How to add a Customer Owned Unit to a Customer Record
- Navigate to the relevant Customer Record > then click on Customer Owned Units and it will take you down to where the Customer Owned Units are listing
- To add a new Customer Owned Unit click on
for the Add Customer Owned Unit window to populate
- Complete the Create Customer Owned Unit window and then click on
- The unit has now been added to the Customer Record as a Customer Owned Unit
TIP: You can also add in a Customer Owned Unit when processing a Customer Order > Service Job