For certain businesses, the type of equipment that's sold to their clients can be the same for other clients. Or, a client may have two pieces of equipment that are the same. Our 'Duplicate' option helps you quickly create similar equipment items under Company records. To learn more about equipment items and how they could benefit your business, click here.
Step 1: Open Equipment Item
Navigate to the equipment item that you wish to duplicate, click the further options menu (three dots), and select the 'Duplicate' option from the drop-down.
Step 2: Select Parent Company
If you wish to create the duplicate equipment item under the same Company, simply click 'Confirm'. Alternatively if you wish to create the duplicate equipment item under a different Company, click the pencil icon to search for the one you'd like to create it under. Once happy with your selection, click the 'Confirm' button.
The duplicate equipment item will then be created under the selected Parent Company.