This article will show you how to add a Customer Owned Unit to a Customer Record
How to add a Customer Owned Unit
Option one - To a Customer Record
- Navigate to the relevant Customer Record > then click on Customer Owned Units and it will take you down to where the Customer Owned Units are listing
- To add a new Customer Owned Unit click on
for the Add Customer Owned Unit window to populate
Option two - when processing a Customer Order > Service Job
- When creating a Customer Order > Service Job - and the Customer Owned Unit you want to select is not listing, click >
to add a new one
In both options, you will be required to complete the Create Customer Owned Unit window and then click on 
