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When Customer Center is opened, the user's branch will default in the window. The window initially opens without any data displayed. Cards > Signature Equipment > Customer Center
To view data by:
- Branch
Open the Customer Center window. The user's branch will default into the Branch field. The information displayed will be for the selected branch. - Customer
Open the Customer Center window, and then enter or choose select a customer ID. The information displayed will be for the selected customer.
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In the Equipment section, the totals will display on the actual button. Choose Select any of the buttons to open Equipment Inquiry, filtered to display the records based on the button chosen.
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In the Service Call section of the window, the totals will display beneath the button label. Choose Select any of the buttons to open Service Call Inquiry by Customer, filtered to display the records based on the button chosen.
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You can use the inquiry section at the bottom of the window to locate the equipment, provide availability information, and pricing information. Additionally, you can access Rental Availability Inquiry to create new or add on to existing agreement/rental bookings or job agreement/rental bookings. For more information, Creating a booking or agreement from inquiry.
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To utilize the model rental inquiry, a customer must be selected. Additionally, the Availability section is enabled after the Model Search has been completed. |
- To populate the Model Search section:
- Choose Select the equipment type. If you wish to narrow the model search more, choose select additional criteria.
- Choose Select the Model Search right arrow button to open Rental Availability to choose select the equipment.
- Choose Select OK to populate the Model Search section with the selected equipment.
- To populate the Availability section with the applicable price group for the equipment identified in the Model Search section:
- Choose Select the Availability down arrow. The Available column reflects all equipment that available for rental. The Repair column reflects all on-hand equipment, but not in a rentable condition.
- If you choose select the Availability right arrow, Rental Availability Inquiry will display. You can mark items to be rented and then automatically create the rental agreement. For more information, Creating a booking or agreement from inquiry.
- To display pricing information in the Pricing section based on the customer's price level, choose select a price group from the Availability section.
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- For more information about Rental Insurance, see Customer Insurance Details.
- For more information about Rental Information, see Customer Rental Information.