Add customer equipment
Register a unit installed at a customer site.
- Go to Customer Equipment and select Add Equipment.
- Choose the Customer (account) and, if applicable, the Site where the unit is installed.
- Optionally link the catalog Product it corresponds to.
- Enter the Name, Manufacturer, Model, and Serial number.
- Set the Installation date, Condition, and an optional Next service due date.
- Select Save.
Each unit is given a unique equipment number automatically. You can also add a warranty at the same time, or add one later from the unit’s page.