Customer Unit Master

Unit No

A unique unit number.

Name

Unit name (e.g., "Downtown Branch", "Dept A").

Customer

The parent customer this unit belongs to.

Unit Address

Address for this unit.

Customer Address

Read-only address of the parent customer.

Copy name to task?

When checked, the unit name is copied when creating a service task.

The lower portion of the screen is organized into tabs. Select a tab to work with external customer units, units sold with warranty tracking, delivery details, or associated service tasks.

Equipment or units owned by the customer and serviced at your location.

External Brand

Brand of the external unit.

Model

Model of the external unit.

External Serial

Serial number of the external unit.

Description

Free-form description of the external unit.

Units sold to the customer with warranty tracking.

Item Number

Item sold to the customer.

Description

Read-only item description.

Brand

Read-only item brand.

Serial#

Serial number of the sold unit.

Purchased At

Store where the unit was purchased.

Invoice No

Invoice that sold this unit.

Purchase Date

Date the unit was purchased.

Warranty Months

Warranty period in months.

Warranty Expires

Calculated warranty expiration date.

General Notes

Free-form notes about the unit.

Delivery schedule and routing information for this unit.

Product Sold

Item scheduled for delivery.

Product Sold Description

Read-only description of the product sold.

Bar/QR code

Barcode or QR code for the delivery.

Access Notes

Notes about site access for delivery.

Road Conditions

Road condition notes for delivery routing.

Contact Info

Contact person for delivery.

Geo-Location

Geographic location or coordinates.

Schedule for Delivery?

Mark the unit for delivery scheduling.

Force 'Product Sold' item only sold on order?

Restrict sales to the product sold item only.

Work orders and service tasks associated with this customer unit.

Tasks List

List of tasks with number, name, remind date, and completion date. Double-click a task to edit.

Refresh List

Reloads the task list from the database.

Create Task

Opens a new Task Master pre-filled with this unit and customer. The unit name is copied if Copy name to task? is checked.

Save

Saves the customer unit record.

Delete

Deletes the customer unit record.

Copy

Creates a duplicate unit record with a new number.

Print

Prints the unit record.