How to Add a Customer Owned Unit to a Customer Record

This article will show you how to add a Customer Owned Unit to a Customer Record

How to add a Customer Owned Unit 

Option one - 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
  
  

Option two - when processing a Customer Order > Service Job 

• When creating a Customer Order > Service Job - and the Customer Owned Unit you want to select is not listing, click > to add a new one

In both options, you will be required to complete the Create Customer Owned Unit window and then click on