Attach Assets to Customer
Assets can be attached to customers in the customer module.
Add an Asset to a Customer
1. Navigate to the Customer Module. Click Customer > Customer.
2. Open existing Customer record.
3. In the Assets zone, click +Add.
4. Using the Tree, locate the Asset(s) and click the checkbox next to each Asset you wish to add.
5. Click Attach.
Related Articles
Attach Items to Assets for Use in Work Orders (Bill of Materials) - Asset Inventory
Users can attach items to assets in the Asset Inventory. This means that when that asset is attached to a work order in NEXGEN, you can add the items attached to the asset to the work order more easily. Note: This feature only streamlines the process ...Add or Remove Assets from a PM Record - PM
When adding assets to a PM record, users have four options: they can add assets based on the asset class, location, or process, by using a geofence, by selecting specific assets from the map, or by adding assets from a list. Outlined below are the ...Attach Costs to Assets and Subtasks on a Work Order - Work Order
The total work order cost comes from the sum of the costs of the resources, parts, and miscellaneous costs on a work order. Generally, the work order cost is calculated by either using the calculate cost feature or by closing the work order, the ...View & Create Child Assets
Child assets can be thought of as components of parent assets. For example, a car could be a parent asset. But the car contains many components such as a car seats or a battery. The seats and battery would be the child assets. Learn how to view and ...Attach Parts to a Backflow Asset
Go to Assets > Backflow Open an existing Backflow Asset Locate Parts zone and click + Attach Parts Locate and select part(s) by clicking appropriate checkbox(es) Click Attach Confirm selection and mark part(s) as Critical if necessary ...