Release Notes

Machine Actions Dropdown Update

by
Dylan Timberlake
February 25, 2021

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Menu Key

DropdownDescriptionQuick QuoteA snappy way to get a customer a quote for the machine.ReserveCreate a new reservation for the machine.Sell MachineCreate a sales order with the machine listed on it.RentCreate a new rental contract with this machine listed on it.Work OrderCreate a new work order for this machine.Request MoveRequest a new move for this machine.ConfigureAttach or detach this machine from another machine.Request PurchaseCreate a new purchase request for this same model.Report LossFile a lost sales report for this machine.Report LossFile a lost sales report for this machine.Sale PricingConfigure sale pricing for this machine.New Linked Sales OrderCreate a new sales order with this machine linkedMost Common PartsView the most commonly sold parts for this machineRPO WorksheetRPO calculator for this machineView TimelineView the timeline of this machineView Model InfoView the model settings for this machineChange OwnershipReassign the ownership of this machineLegacy TransferChange the responsible and physical location of a machine without using the move systemEditEdit the settings of this machineDeleteDelete this machine (Cannot be undone without filing a support ticket)

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