Prerequisites

• Access to the File > Customer (CT001) menu.
• Previously created customer.
• Access to the Management > Asset definition (AS016) menu.
• Previously created asset.

Introduction

By means of the association between SoftExpert Customer and SoftExpert Asset, it is possible to identify the assets that a customer has borrowed and track them in an organized manner.

See below how to perform this operation:

Associating an asset with a customer

1. Access the File > Customer (CT001) menu.

2. Select the desired customer.

3. Click on the button.

4. Click on Associations and select Asset.

5. Click on the Associate button.

6. In the Object field, select the asset you want to associate.

7. Click on the Associate button.

8. Upon finishing the associations, click on Save and exit.

Conclusion

With the associations finished, the assets related to the customer can be viewed and monitored.