Customer Unit Master

Documentation

Table of Contents

The customer unit allows you to track provide information to customers based expenses to predefined customer units/assets. As an example. your customer may want to track expenses on 3 different apartments or track expenses by truck or other equipment.

Unit No

The number of the customer unit.

Name

The name of the customer unit that will be linked to customer purchases.

Unit Address

If the customer unit/asset has a different address than the customer address it can be entered here. If entered the unit address will then be populated in sales form 'Ship To' fields.

Customer

The customer linked to the customer unit.

Address

The customer address displays when you enter the customer

External Units

Define customer units which are not items sold here.

External Brand

The brand name for the external customer unit.
External Serial

The seria number for the external customer unit.
Model

The model of the external customer unit.
Description

The description of the external customer unit.

Units We Sell/Warranty

Define customer units which we sell and/or warranty.

Item Number

The item number for the customer unit.
Description

The description of the customer unit.
Brand

The brand of the customer unit.
Serial

The serial number for the customer unit.
Purchased At

The location where the unit was purchased.
Invoice No

The invoice the unit was purchased on.
Purchase Date

The date the unit was purchased.
Warranty Months

The warranty period for the unit.
Warranty Expires

The date the warranty expires.
General Notes

General notes about the customer unit..

View/Edit Tasks

View or edit tasks that have been created to work with the customer unit.

Number

The task number.
Name

The task name.
Remind On

The remind on date for the task.
Complete On

The date the task was completed.

Inactive?

Toggle on or off. Toggle on to set the customer unit to inactive. Toggle off to re-set the customer unit to active.

Action Icons

- Select the "Save" icon to save the changes to the customer unit record.

- Select the "Undo" icon to remove any unsaved changes and display the original customer unit record.

- Select the "New" icon to create a new customer unit. If the open customer unit record has not yet been saved, you will be prompted to save it.

- Select the "Delete" icon to delete the customer unit record.

- Select the "Copy" icon to copy the contents of the customer unit record to an alternate customer unit record.

- Select the "Groups" icon to define the groups that the customer unit will be linked to.

- Select the "OK" icon to file the record.

- Select the "Cancel" icon to cancel the changes to the record.