Adding Installed or Planned Equipment

To add installed or planned equipment, follow this procedure.

In the Equipment list, record and view items supplied by your company, and in the Other Equipment list, record and view items supplied by other companies, including competitors and alliance partners.

You can also use these lists to record information about the equipment your customers own or plan to acquire For instance, if your company offers digital service to high-end digital set-top boxes, you might record information about the premises equipment currently installed at a large apartment building or the future wiring needs of a developer.

If you create separate service accounts for customers with multiple locations, then you can associate installed and planned equipment for a location with its corresponding service account. If you use a single account to represent a customer with multiple locations, then associate the installed and planned equipment for each of the customers’ various locations with the one account for that customer.

To add installed or planned equipment

1. Navigate to the Accounts screen, then the Accounts List view.

2. Drill down on the name of the account.

3. Click the Equipment view tab.

4. In the Equipment or Other Equipment list, add a record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Type	Select the type of service available for the equipment.
   Product	Select the product for the equipment. The value you select in the Type field determines the values available for selection in this field. Most of the other fields are populated automatically with data about the product you select.
   Install Date	Select the date and time when the equipment was installed, or the date and time when the customer plans to purchase the equipment.