Equipment assignments for customer location

  1. At the Asset Management main menu, click on the Customer button. The Work With Customers display screen appears.
  2. Right-click on the customer and select Locations. The Customer Locations change screen appears.
  3. Right-click on the location and select Unit Assignments. The Equipment Assignments for Location display screen appears.
  4. Click Change change.jpg. The Equipment Assignments for Location screen appears.
  5. Select the Location Type you wish to assign units to.
  6. Click Toggle allsel.jpg to view all possible units for the customer and again to view the customer's unassigned units.
  7. Right-click on the unit and select Assign.
  8. To remove a unit from a location, right-click on the unit and select Delete.

Back to Customer Master