Install Date for Equip Not Sold by You Best Practice

Best Practice for equipment you create in eAuto that you didn't sell is to NOT list an install date. If you didn't sell it, then don't list an install date. So many reports and alerts pull from install date to determine age of equipment, but if you didn't sell it, then it won't accurately reflect.

When there is no install date our reports look to the oldest date of service or supplies to determine length in field.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk