Registering an item using the Dealer Workbench

To register an item (owned by the dealer) with a customer linked to the dealer:

  1. Click Register Item in the Details pane. The Register Item window is displayed.

    Note:

    • If you select a customer on the Customers tab and access the Register Item window, LN defaults the Customer name. You must select the Serial Number of the item, from the list of items.
    • If you select an Item on the Items tab and access the Register Item window, LN defaults the Item code. You must select the Customer, from the list of customers. The Register Item option is enabled only if the Owner of the selected item is the selected dealer.

  2. Specify this information:

    • Item

      The code of the item that is registered with a customer. This value is defaulted based on the specified Serial Number.

    • Serial Number

      The serial number of the item. If a dealer wants to create a claim without header Item/Serial Number, empty Serial Number can be selected.

    • Installation Date

      The date and time when the item is registered with a customer. LN defaults the current date and time of the system.

    • Customer

      The name of the customer with whom the item is registered.

    • Picture

      The image of the serialized Item. Note
      • LN displays the image linked to the selected Serial Number.
      • You can click to add or change an image.

    • Verification

      The verification checks that must be selected to complete the registration of the item for the customer.

      Note: The Save option is enabled only after all the check boxes are selected.

  3. Click Save to complete the registration process. The ownership of the item is transferred to the specified Customer in the workbench and in the related LN sessions.
  4. Click Cancel to cancel the registration process.
Related topics