Procedures

1:04

Create Product/System Manually

You may manually create a Product / System (e.g. in the case where you wish to record a System not installed by your Project team, or a separate System altogether)

1. Go to a Customer record > Products tab, or – if you know the specific Site location – go to the Customer’s Site > Products tab
2. Click the ADD icon to add a new Product / System
   • Fill in the details, including the Product ID, Description, Quantity, Install Date
   • In Product Details sub tab grid, click the ADD icon to add the Items that make up this Product / System
3. Click the SAVE icon