How do I create a Customer Asset?
There are two methods to created a Customer Asset
1. Go into Service>Customer Assets and create it manually
2. Go into Inventory>Items and ‘check’ the ‘Create Customer Asset’ checkbox (you can also specify the Service Plan to be used when generating the Asset). Whenever the Item is ‘Issued to a Sales or Job Order then Ostendo will automatically create a Customer Asset record.
Related Articles
Can I link multiple Assets to a main Customer Asset?
You may wish to link multiple Customer Assets to a main Asset. For example the Main Asset could be a Customer’s Building which requires regular servicing of all the Safety equipment contained in it. Each Item of Safety Equipment is a Customer Asset ...
Does Ostendo retain full Service History of a Customer Asset?
An Asset’s Service Order (both Scheduled and Breakdown) is generated as a Job Order. The Job Order records the Customer Asset along with all activities carried out during the Service. These can be accessed and grouped within the Job Order function ...
How do I create a Maintenance Service Schedule?
Go into Service>Service Plans and create the Service Plan Schedule. This Plan contains a schedule of Planned Service Events at user-defined time intervals. Whenever a Customer Asset is created the Service Plan is used to create definitive dates when ...
How do I create different Invoice Layouts?
Step 1. Create your new Invoice Layout using the Report and View Developer (File>Reporting Configuration>Report and View Developer) and save the report with a unique name. Step 2. Go into File>Reporting Configuration>Specific Reports Layouts and ...
Multi Asset Servicing
Multi Asset Servicing: http://ostendo.info/downloads/ostendo/Freeway_Multi_Asset_Servicing_Explained.pdf