Menu Key


Dropdown Description
Quick Quote A snappy way to get a customer a quote for the machine.
Reserve Create a new reservation for the machine.
Sell Machine Create a sales order with the machine listed on it.
Rent Create a new rental contract with this machine listed on it.
Work Order Create a new work order for this machine.
Request Move Request a new move for this machine.
Configure Attach or detach this machine from another machine.
Request Purchase Create a new purchase request for this same model.
Report Loss File a lost sales report for this machine.
Report Loss File a lost sales report for this machine.
Sale Pricing Configure sale pricing for this machine.
New Linked Sales Order Create a new sales order with this machine linked
Most Common Parts View the most commonly sold parts for this machine
RPO Worksheet RPO calculator for this machine
View Timeline View the timeline of this machine
View Model Info View the model settings for this machine
Change Ownership Reassign the ownership of this machine
Legacy Transfer Change the responsible and physical location of a machine without using the move system
Edit Edit the settings of this machine
Delete Delete this machine (Cannot be undone without filing a support ticket)
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