Procedures

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Create Product/System Manually

You may manually create a Product / System (e.g. in the case where you wish to record a System not installed by your Project team, or a separate System altogether)

1. Go to the Customer > Products tab, or – if you know the specific site location – go to the Customer’s Site > Products tab
2. Click the Add icon to add a new Product / System
   • Fill in the details, including the Product ID, Description, Quantity, Install Date
   • In Product Details sub tab grid, click the Add icon to add the Items that make up this Product / System
3. Click the Save icon