Check-ins: final meters and competitive units: written steps

Who does this: Sales reps and warehouse staff handling equipment pickups

A check-in should capture accurate final meters, and handle trade-ins of machines you never sold.

This training covers

1. Getting final meters on a check-in
2. Recording a competitive unit

Before you start

• Final meters come from the machine's latest reads.
• A competitive unit keeps the make and model you type.

Check-ins: final meters and competitive units

1. On the machine line, click Get Final Meters.
2. Final meters updated, with the reading date.
3. Tick Competitive Unit and type make and model.
4. Saved with make and model.

What you just did

• Got final meters on a check-in
• Recorded a competitive unit

That's check-ins: final meters and competitive units. Next up, Chapter 12: field service, supplies and delivery.