Create a New Machine

Machines are synonymous to devices in Printanista or FMAudit.

To add a machine:

1. From the Set-up menu, click Traders.
2. Browse to the trader on the Trader Card. If the customer has branches, browse to the delivery branch where the machine/device is located.
3. In the Trader window toolbar, click Machines. The Machines window opens.

   

4. On the Details tab, click Add.
5. In the Code box, type the machine’s product code. If the product is in a catalogue, you can click the ellipsis to open the Find Product window.
6. In the Name box, type the machine name. If you have used Find product, this is completed.
7. In the Serial box, type the machine’s serial number. It is important this is typed accurately, because this is used to match Horizon’s machines to Printanista or FMAudit’s devices. Serial is used to identify which customer branch an order should be created for when using Printanista or FMAudit.
8. From the Nominal list, click a nominal. It is usual to have a sales nominal set up for Machine sales.
9. From the Contact list, click a contact from the trader.
10. From the Billing Method list, click a method to be used when running consolidated invoicing. It is not recommended that Always is chosen.
11. In the Due Date box, click the date on which the machine should be next invoiced.
12. In the Installed box, click the date on which the machine was installed at the customer.
13. In the Warranty box, click the date that the machine’s warranty expires.
14. In the Lease Expiry box, enter the date specified in your contract.
15. Click Confirm.

 

See Also