added to the Main Menu (Web, DVD and Network). User can turn Off / On functionality in Preferences. Customer Equipment List can be exported and imported from Web, DVD or Network SIS (CSV type file). Customer equipment information is separate in Parts Store (Two different lists) Verify Serial number and Arrangement numbers exists in SIS before including with Product ID. (Engines arr. Vs machine arr.) Select Equipment List Preferences Enable the Customer Equipment List if Equipment List is not visible on the main menu. Disable the customer list if desired. Select Preferences from the lower left corner of the Main Menu. Default value is Enabled. Enter Customers and Equipment Information (Get Started) Choose Add/Edit Equipment List to get started. Customer names and products can be imported. Refer to the Import / Export information for this process.
Customer Entries - Equipment Model, Customer Equipment Number and Product ID Single Product ID Associated with a Customer ID Maximum of 56 characters in this space. The Customer Identification will be sorted numerically if entered first. Enter the Model Number first to sort by a model number. Pound Sign # is not required. One Product ID or serial number will be associated with the customer equipment number. Optional methods: Enter customer machine ID, model ID and assign one product ID. Add Customer - Multiple IDS Associated with a Customer Name Setup - Enter the Customer(s) names first. One customer is entered at a time. Type the customer name and select Add Customer. Do this for all desired customers. Add Customer Equipment Information Multiple Products for a listed customer. Select the Customer name from the Customer Identification drop down list. Enter the Serial Number or Prefix information and select Add Equipment. Customer Equipment setup is complete. Arrangement Information does not have to be entered. This information is optional. This page completes the Customer Equipment list setup From the Main Menu, select the desired customer from the list. Select Customer Equipment (Use) The steps that follow demonstrate how to use the Customer Equipment List. Select Customer Equipment Select the desired. Equipment serial number or prefix. Customer Equipment Product ID is entered in the SIS Product Id The selected information is entered in the appropriate text boxes. Machine Arrangement Information If the message above is generated after entering an arrangement and Product ID or Serial number machine arrangement, delete the arrangement information in the customer equipment list to avoid this message in the future. The user can select YES to continue searching within SIS. Export Customer Equipment Information From the Main menu, select the Add / Edit Equipment Link. Then, select the Report / Export Equipment Link Export Customer Equipment Information Enter the customer name and select search or select View All. Export Customer Equipment Information View all results. Place a check in the box for the desired customer information by clicking the mouse inside the box. Select Export List. Select save and select the appropriate folder. Export Customer Equipment Information Type the customer name and select search. Export Customer Equipment Information Select the information to be exported and select Export List. Export Customer Equipment Information Select Save to export the list. Export Customer Equipment Information Select the desired folder. Type an appropriate name for the export file and select Save. Close the confirmation window. The default file name is shown above. Import Customer Equipment Information Customer Equipment information can be imported from other equipment lists that have been exported. Select the Add/Edit equipment List link to access the Import Equipment List functions. Import Customer Equipment Information Select Import Equipment List Import Customer Equipment Information Select Browse to locate the folder that contains the exported equipment list file(s). Import Customer Equipment Information Select the list to be imported. The list must be exported from another SIS user list. The file type is CSV. Select open. Create a new folder on a shared network drive if desired. This will serve as a common place to export and import customer information. Import Customer Equipment Information Select Load to open the equipment list and select the information to be imported. Import Customer Equipment Information Select the information to be imported by clicking the mouse in the selection box. Select Import. Information that appears in Red exists on the user list or is invalid data. The selection box is grayed out and the information cannot be selected. Import Customer Equipment Information The two selections are imported successfully and can be accessed from the Main Menu Equipment list. End of Equipment list information Import Customer Equipment Requirements Below are the requirements for Importing an Equipment list file.
A TXT file with the same format as below will import into the SIS equipment list as well as the CSV file.
Example: customer model and product Id, the arrangement will be after the final comma. DO NOT INCLUDE A COMMA IN THE DATA, it is used to separate the data records. Pound sign (#) works OK to designate a customer equipment number but is not required. Both customer equipment entry types can be mixed. The example below would have only one product ID / Serial Number entry for each machine or engine. 797B #34540,JSM00120, 325C #34555,BFE00325,
Example customer name and equipment - multiple products are associated with a customer name. ABC,6NM00400, ABC,BFE00300,
This option can be used when a user has a large equipment list that needs to be saved and shared between multiple users. Users can create .CSV/.TXT type files ( E.g.: myEquipmentList.csv) and save the information in following format and use them as an import source.
Import Customer Equipment Requirements
Import File Format: Recommended format for the data is as follows. Records found to have invalid format or data will be highlighted in red and reported as invalid records. The users will have the option to select desired records from the valid list.
Customer Name ( max. 56 Characters), Serial Number or Prefix(max. 8 Characters), Arrangement Number (max. 8 characters). Note that the commas are used to separate the fields and hence should be carefully used. (E.g.: ABC Equipment Inc,5EK00001,1A1135) Customer Name is mandatory along with either Serial Number or Arrangement Number or both. Commas are not recommended as part of Customer Names( E.g. Caterpillar Inc.,) Customer record(s) that have only a Serial Number can leave the optional Arrangement Number empty with comma (E.g.: ABC Machinery Inc, 5EK00001, ) Customer record(s) that have only an Arrangement Number can leave the optional Serial Number field empty with comma (E.g.: ABC Machinery Inc, ,1A1135 ) Maximum file size that can be imported at a time is 0.5 MB (approximately, this can hold up to 6,000 records). If for some reason, the file size exceeds the 0.5 MB limit, it is recommended to break the data into more than one file and import each file separately.