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Add Unit Accessories

  • Updated

Entering accessories on units allow you to show what has been pre-installed on the unit and reflect installed accessories when sold as part of a deal.

  1. Open the Unit Inventory module.
  2. Locate and open the unit record.
  3. Choose the Accessories tab (Acc).
  4. Click the Add New button. This will add a new, blank line to the table.

unitprofile_accessories.png

  1. If you know the Accessory Code, you may enter it in the Code field. If not, click the ellipsis (…) button in the Code field. This opens the Accessory Search window.
  2. Change “Search by” to narrow your results by description, Make, Model, Year, etc. Alternatively, you may leave the search blank and click Find to show all accessory codes.

unit_accsearch_searchby.png

  1. Check the option(s) that you want to add in the top box.
  2. Click the Select button to move the selected items into a list in the bottom.

unit_accsearch_select.png

  1. Click the OK button. This will add the accessory or accessories to the unit record.

unit_accsearch_added.png

Accessories Tab

unitprofile_accessories.png

You can start a service RO for accessories by clicking the New Service Ticket button.

The Excel Export button allows you to download a spreadsheet of the accessories.

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