If you sell products
which also qualify as equipment (i.e.: you want to track future servicing
of the item), you can mark these products to automatically generate new
equipment when sold. However, you can only do this if:
The product generating
equipment needs to be a serialized Serialized Inventory items generally have a unique serial number attached
to each instance of an item in stock. Serialized items each have a unique
unit cost and sell-price, hence the exact cost for a job or invoice depends
on the exact items selected to fill the charge. Until these items are
assigned to fill the charge on a job default price and cost information
is obtained from the values in the Master Product List. When viewing a
job prior to completion the user can view the items assigned to a charge
by double-clicking on the charge line-item and selecting SHOW ITEMS. Serialized
items support assignment of warranty information and manufacturer information
prior to sale of the item.
item. For more on serialized items, please see the Serialized
Inventory section.
To configure a product to automatically generate an equipment item:
Select Tools > Lists > Master Products List
(or press CTRL + F5). The Master
Products List appears.
Double-click
the master product entry for the product you want to automatically generate
equipment when sold. The Product and Service Detail dialog box appear.
Click New
Equipment. The
On-Site Equipment dialog box appears.
Note:
If the customer has more then one location, the Location Search dialog
box appears. Select the address
to which you want to add the item of equipment and click OK.
The On-Site Equipment dialog box appears, displaying the address name
after the customer name.
For example, in the screenshot below, the address for the equipment item
is called "Home".
You will also be able to see the address at which an equipment item is
located in the Location column of the customer's Equipment
tab.
Select the item's
status - either Installed or Not Installed - from the Status
drop-down list.
Select a substatus
for the item from the Substatus
drop-down list. The substatuses that appear are created by you; for details,
see the Defining Equipment
Status section.
Select the date
the item was installed from the Installed
calendar box. The date defaults to today's date.
If the status
is Not Installed, select the date
the item was removed from the customer's location from the Removed
calendar box.
If this item
is a sub-item of an existing equipment item, select it's master item from
the Sub-Item Of drop-down list.
Doing so will create a hierarchical relationship between the current item
and the master item.
Select the item's
manufacturer from the Manufacturer
drop-down list.
Note:
If you need to add a new manufacturer from the drop-down list, simply type
it into the Manufacturer field.
ServiceCEO will remember what manufacturers you've entered in the past
and will populate the drop-down list with these values in the future.
Type the item's
model number in the Model Number
field.
Type the item's
serial number in the Serial Number
field.
Type the item's
part number in the Part Number
field.
If the item is
under warranty, select the Warranty
check box and define the length of the warranty from the warranty fields.
Type any notes
you want to include with this equipment record into the large text field.
If you have customized
fields you want to populate, click the Custom
Fields tab and fill out the necessary fields. For more on custom
fields, please see the Defining
Custom Fields section.
Click OK.
The new item appears on the customer's Equipment
tab.
Note:
When you reactivate a job,
any equipment on the customer's record is NOT removed and the product
on the job is changed to NOT generate equipment for the job. You can then
recomplete the job without adding duplicate equipment to the customer.
