User Guide

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:

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