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6.14.3 Individual Contacts - Products On Loan


The Products On Loan screen will show the details of any demo stock products that have been loaned to the selected contact, including the condition of the product and the term of the loan.

To add a new product, click the New button and fill in the appropriate details. For a product to be available to loan to a contact it must first be assigned to an employee. Please see Products on Loan on the Employees window to complete this first step.

Clicking the New Products on Loan in the lower right hand corner of the screen will open the screen you see below for you to enter the details of any Products on Loan to this Individual Customer.

Save your changes when you are finished and the details of this product will be viewable through the Customer's file on the previous screen in Tradepoint.

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