Step by step
- Import the customers and sites first.
- Choose 3. Machines, then your file, and check the columns.
- Press Check … rows (nothing is saved), then Import … rows.
Fields
Customer (account number or exact name), make, model and serial number are needed. Site postcode (or site name) picks the site when the customer has several. Meters: mono, mono+colour, mono+scan, mono+colour+scan or total (empty means mono+colour). Also asset number, location in the building and installed on.
A machine with a serial number that already exists is skipped.
Works together with
- Move your data in from Asolvi or another systemBring customers, sites, contacts, machines, meter history, old service calls, parts, suppliers and contracts over from your old system, checked row by row before anything is saved, and undo an import if needed.
- Import customers and sitesOne row per site creates customers and their sites in one go.
- Add a machineAdd a copier or printer at a customer site with its meters, in one step; you can create a new customer and site at the same time.
- Set up a machine's metersMeters are the counters you read and bill on (mono, colour, scan, total). Add extra ones such as A3 colour.