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How to Manage Customer Equipment on an Order

To view customer equipment on an order

  1. While on the customer's record, click Order.
  2. Navigate to the Equipment section.

To view the total charge for all equipment on a customer's order

  1.  While on the Order option of the left menu, scroll down to the Equipment section.
  2. The total charge can be seen at the bottom of the Charge column.

 

To add equipment to a customer order

  1. In the Equipment section, click Add on the top right corner.

To add equipment manually

  1. Select Manual Entry.
  2. Fill out all required fields and make any other desired edits.
  3. Click Save.

To add an equipment package

  1. Select Copy from Package.
  2. Fill out all required fields and make any other desired edits.
  3. Click Save.

 

To edit equipment on a customer order

  1. In the Equipment section, click the Edit icon Edit_Icon.jpgof the equipment row.
  2. Make any desired changes.
  3. Click Save.

 

To delete equipment on a customer order

  1. In the Equipment section,  click the Delete icon delete_icon.pngof the equipment row.
  2. Click Delete.
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