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- Select Transactions > Sales > Sales Transaction Entry.
- Complete the Sales Transaction Entry window as you would when selling equipment inventory. The inventory item you choose select must have an item type of Sales Inventory and an assigned equipment type.
- When you are ready, save the transaction.
- Post the batch to create the equipment record in Service Management, either at the Ship to Address, or, if specified, at the service call or job location. A corresponding equipment record is also created in Equipment Management with the Signature Service Management information filled on the Service tab. Additional equipment details can be added to both the Equipment Management and Service Management records after the sale.