How to: Set Up Loaners

You can use the Loaner Card window to set up loaners that you can lend to customers to replace service items while they are in service.

To set up a loaner

1. In the Search box, enter Loaners, and then choose the related link.

2. Create a new loaner card. On the Home tab, in the New group, choose New.

3. In the No. field, enter a number for the loaner.

   Alternatively, if you have set up number series for loaners in the Service Mgt. Setup window, you can press the Enter key to enter the next available loaner number.

4. Fill in the Description, Description 2, and Serial No. fields.

5. In the Unit of Measure Code field, select the relevant unit of measure.

Repeat these steps for each loaner you want to create.

See Also

Tasks

How to: Lend Loaners
How to: Receive Loaners