Why would you use this
Improved asset tracking for customer-owned items.
Streamlined servicing of external equipment.
Separation between your stock and customer assets.
How to Use It
It is recommended that you create a separate product group for your
Organize Your Products
To keep things tidy:
Create a separate product group for customer-owned items.
This helps distinguish them from your rental or sales product
1. Assign a Customer to a Stock Item
Go to Products.
Click on that product
Add a stock item
Go to Additional information
Add the customer to "Customer Account"
2. Create a Works Order with Customer-Owned Equipment
Navigate to Works Orders.
Click Create New.
Choose Customer Owned Equipment as the item type.
Select the Customer from the dropdown.
Add the relevant customer-owned items to the order.