Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Add a package to a customer account (for instructions see the 'package creation guide')

  2. Select the equipment you wish
    Note: if you do not have the option to select equipment, it means either the equipment component was not added to the package on the setup tab or you have selected NONE in the equipment options. Be sure to select one of the check boxes on the equipment component on the package for 'rent', purchase or lease. This will ensure you have a dropdown of available pieces of equipment when you add the package to a customer account

  3. Click the Save button

...

  1. Load the customers account (Overview tab)

  2. Under the Packages heading click on the package name

  3. Under the Services heading click on the service related to the equipment in question

  4. Under the Components heading you will see the Equipment item, with details to the left (including any profile question information if profile questions have been setup for the equipment. See the profile questions configuration guide for information on setting up profile questions)

...

Note: As of EngageIP 8.5.10.0 you can control how statuses transition, see the Configuring Inventory Status Transitions section below for details

...

InventoryStatusTransitions role permission rights will need to be granted to users who need to view, add, delete or edit Inventory Status Transition Types. See the Roles – Adding Roles, Setting Role Permissions and Importing guide for instructions on adding permissions.

...