Creating Equipment Records Using the Copy Button
You can quickly create equipment records for items that are similar but not part of a group. The copy feature is not available with component records.
- Select Cards > Service Management > Service Manager > Additional > Equipment. Select the equipment and then select Edit. OR Select Cards > Sales > Customer > Location > Equipment.
- In the Equipment Master window, select Copy.
- The Equipment ID field clears, but all other information remains. Enter a new equipment ID and make edits to any fields as necessary.
- Select Save.