Customer - Units tab

In the Customer Details window - Units tab, you can associate units to a customer record or edit the previously associated units. Units are objects that are owned by customers that you service and track and are therefore attached to the customer record and viewed in this tab. More than one unit can be attached to a customer. Good examples are cars, recreational vehicles and heavy duty equipment. However, other items not so obvious might be computers, air conditioners, appliances and the like.

See also: Inventory Details window - Units tab (associating a particular unit to an inventory item).

Note: Units can be owned by you in inventory and then sold to the customer, and even transferred from customer to customer. See Setup Wizard - Unit / Vehicle Options for more information about units setup and configuration. See Invoice Details window - Unit tab (associating a unit to an invoice) or the Units module for more information, receiving and selling units. The optional Rental module allows you to rent the units and keep track of their income and costs over time.

For this option to work, you must have setup the system to use units in the master file, otherwise this option may not appear on your window.

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The grid in this window is customizable.

To Customize the Unit grid

  1. In the Customer Details window - Units tab, right-click anywhere on the grid and select Customize from the pop-up menu. The Grid Options dialog box appears with the current grid configuration displayed.
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  1. Highlight any column currently displayed in the preview grid that you want hidden and click [Hide Column]. Repeat as required.
  2. In the Hidden column list highlight the column you want to show and click [Show Column]. The column name is removed from the list and appears in the preview grid. Repeat as required.
  3. Once you have made your changes, click [OK] to accept them, close the dialog box and return to the Unit tab.

Associate units to a customer record

  1. To add a new unit to a customer record, click [Add New]. The Unit Details window appears. Add the unit details and click [OK]. The window closes and you return to the Customer Details window - Units tab with the new unit now listed.
  2. To add an existing unit to a customer record, click [Add Existing]. The Find Unit window appears. Enter information in any of the fields to search for the desired record. The list populates dynamically as you enter information. Select the correct unit in the list and click [OK]. The window closes and you return to the Customer Details window - Units tab with the new unit now listed.

Edit units associated with a customer record

  1. To remove a unit associated with a customer record, highlight the unit line item and click [Remove Unit]. You remain in the Customer Details window - Units tab and the unit listing is removed from the list. The unit record still exists but is no longer associated with this customer.
  2. To edit a unit associated with a customer record, highlight the unit line item and click [Edit]. The Unit Details window appears with this particular unit details displayed. Modify the unit details and click [OK]. The window closes and you return to the Customer Details window - Units tab.
  3. To delete a unit associated with a customer record, highlight the unit line item and click [Delete Unit]. A confirmation dialog box appears requesting confirmation of your choice. Ensure you are deleting the correct unit before clicking [Yes] because this deletes the entire unit record from the database. If you attempted to delete a unit already associated with an invoice, a warning appears informing you that the unit will not be deleted because it is associated with an invoice. If deletion was successful, the window closes and you return to the Customer Details window - Units tab and the unit listing is removed from the list.