Generating Equipment with Inventory

If you are tracking Equipment, you can automatically create a piece of equipment at a customer’s site whenever a serialized inventory item is attached to a job. To do so, you must select the Generates On-site Equipment when sold check box on the Inventory tab of the item's Master Product. (See the Defining Product Items section for details.)

When a serialized products that have the this check box selected are present on a job, a piece of equipment at the appropriate customer location will be added when the job is completed. After the equipment item is created, you can track future services and parts that equipment item in order to provide a complete service history. For more on Equipment tracking, see the Equipment Overview section.

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