Setting Up Loaners

You can use the Loaner Card window to set up loaners that you can lend to customers to replace service items while they are in service.

To Set Up Loaners:

  1. Open the Loaner Card window.

  2. Press F3 to enter a new loaner.

  3. In the No. field, enter a number for the loaner.

Alternatively, if you have set up number series for loaners in the Service Mgt. Setup window, you can press ENTER to have the program enter the next available loaner number.

  1. Fill in the Description, Description 2 and Serial No. fields.

  2. In the Unit of Measure Code field, click the AssistButton to see the Units of Measure window. Select the relevant unit of measure, and then click OK to copy it to the field.

Repeat steps 2 to 5 for each loaner you want to create.

Related Topics

Lending Loaners

Receiving Loaners