The Machines tab on the Card Detail window shows the machines that are associated with the selected 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.
Buttons on this tab
| 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:
|
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. |
Fields on this tab
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. |