Skip to main content
SecurityTrax

How to Manage Customer Equipment

To view the customer equipment list 

  1. While on a customer record, click Customer.
  2. Navigate to the Equipment section.

To toggle views

  1. Click Equipment Info to show more information on the equipment.
  2. Click Install Status to see what has been installed.

To edit equipment

  1. In the Equipment section, click on the desired equipment row.
  2. Make any desired edits.
  3. Click Save.

To bulk edit equipment

  1. In the Equipment section, select the items to be edited.
  2. Click Bulk Edit.
  3. Select the field to edit in bulk.
  4. Make all desired edits.
  5. Click Save.

 

To add equipment

  1. On the Equipment section, click Add.

To add a single item

  1. Select Add Single Item.
  2. Enter all the details for the item.
  3. Click Save.

To add an equipment package

  1. Select Copy from Package.
  2. Select a Package.
  3. Fill out the required fields.
  4. Add any additional items on the blank row below.
    • Note: As you fill out a row, a new row will appear to allow for you to keep adding items.
  5. Click Save.

To add multiple items

  1. Select Multiple Items.
  2. Fill out the required fields.
    • Note: As you fill out a row, a new row will appear to allow for you to keep adding items.
  3. Click Save.

To add items from an invoice

  1. Select Copy from Invoice.
  2. Select an Invoice.
    • Note, if no Invoices have been created for the Customer, you cannot proceed.
  3. Fill out the required fields
  4. Add additional items in the blank row below.
    • Note: As you fill out a row, a new row will appear to allow for you to keep adding items.
  5. Click Save.

 

To delete equipment

  1. Click on the equipment row to open the equipment page.
  2. While on the Equipment page, click Delete in the lower left of the page.
  3. A confirmation message will appear. Click Delete to confirm.

 

  • Was this article helpful?