Select “Master Data” in the menu
Select “Installation”
Click “New”.
Choose a title for the installation and add a description if necessary. Afterwards select a category. Add the debtor (customer) and if existing an installation number. Furthermore, add a location.
Finally click “Save”.
Afterwards select “Equipment” to connect the belonging equipment to the installation.
Therefore click „Select”
Select the to be added equipment and click „Apply".
It’s possible to add attachments, therefore select „Attachments", click “Upload” and choose the required document.
Select filename, type and visibility, then click “Upload and Approve”.