Machines associated with a card

This tab shows the machines that are associated with this card. For each machine in the list, you can generate a service order, a scheduled service, or a sale order. You can also record notes for each machine.

View information about the buttons on this screen

Button	Description
New from Template	Creates a new machine record from a template. You will be prompted to choose the template you want to use.
Generate Service Order	Generates a service order for the selected machine. You will be prompted to choose the service order template you want to use.
Generate Scheduled Service	Generates a scheduled service for the selected machine. Manually creating a schedule service order resets the schedule service counters on meters for the machine. This causes your manual service order to take the place of any automatically generated service orders that might have been generated by the system in the near future, and prevents a situation where you create a service order on one day only to find the system generates a similar service order automatically on the next day.
Create Sale Order	Creates a sale order for the selected machine. Machines have contracts that are specific to the machine rather than being specific to the customer. This allows customers to receive discounts for consumables used by particular machines, or to receive these products for free. Creating a sales order from the machine ensures that the customer is charged the correct price.
View filter	Allows you to limit the view to include only specific machines: active machines all machines archived machines cancelled machines manual machines not emailed count method machines (this excludes machines with a count method of “Emailed”)
Notes	Shows any notes that exist for the selected machine.
Show in Report	Lets you run reports for the selected machine.
Export	Exports the selected machine.
Source Record	Opens the machine’s record in Readysell.
Print Preview	Shows a print preview of the list of machines.

View information about the fields on this screen

For each machine, the following information is shown:

Field	Description
Machine ID	The unique identifier of the machine in the Readysell system.
Name	The name given to the machine.
Charge To	The card against whom all charges will be recorded. This may or may not be the same as the card you are currently on.
Machine Status	The status of the machine.
Product	The machine’s product code in Readysell.
Customer	The customer associated with this machine.
Contact Person	The person to contact regarding this machine.
Territory	The territory where the machine is located. This ensures that repairs are done by a technician within the same territory, where possible.
Market Segment	A machine’s market segment determines its management reporting performance criteria.
For Hire	If this is checked, the machine can be hired out.