How do I create a Customer Asset?

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.

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