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- Click the 'Add Equipment' link from the Getting Started form and all the Equipment that is available in the Organization will be displayed to the Customer.
- From the CustomerCenter navigate to Shopping > Equipment.
Either option will open the Equipment Categories page so the User can select a piece of Equipment to add to the Cart.
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All of the Equipment might not be available for all Locations. Any Equipment with Location Permissions set, will not be initially shown. The User can open the Location picker to select their current location to view all Equipment available to that location.
There are a number of fields that let a Customer quickly identify the Equipment Catalog that might be Requested. See the Organization section for more details on setting these fields.
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Equipment will show two types of Charges that can relate to them, the onetime Charges (nonrecurring) and the monthly (monthly recurring) Charges.
Adding Equipment to new or existing Requests
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Users can now add Equipment to new or existing Requests. Once a User selects the Equipment they want, click the If you select an existing Request, a 2nd menu will display with the options to add the Equipment as "Standalone" or attach it to a service on a Request.
If you select "Create New Request", a new Request will be created with the title "Request" followed by a number.
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The Equipment menu option can be removed from the CustomerCenter by setting a Deny Permission on the Equipment link in the CustomerCenter's Permissions Menu.
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