Choose customer and branch, then save equipment details.
How to use this function
- Sign in with a role allowed to access assets.
- Open Assets and choose Register a customer asset.
- Review the customer and company site context where this function uses them.
- Complete or review these controls: Customer, Service location, Asset name, Notes.
- Choose customer and branch, then save equipment details.
- Save or confirm the action, then reopen the record to check its updated state and history.
Fields and controls shown in the demo
- Customer
- Service location
- Asset name
- Notes
Guide updated 2026-09-27. Release changes must update this page and its image together.
