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6.9 Products Owned


The Products Owned screen allows you to track the products that a contact has purchased.

Products can be manually added to the list by clicking the New button on the Products Owned screen. When entering a Product you will also notice that you can have Tradepoint automatically add a product to the Products Owned screen when a product is sold to a contact using the Tradepoint invoice system.

The buttons in the bottom left, New Call and New Order, allow you to select a product and create a new support incident or order related to that product. This is useful when a customer calls with a technical issue regarding one of the products they have purchased. By linking the support incident to the product you will have a complete history of incidents for that product.

An example of products Owned is shown below.

If you do not have your setting to automatically add any Products purchased to a Customer's file then clicking on the New Product icon will open the window to add a New Product. To automatically add Products purchased to Products Owned see this article, Company Setup.

To Service add a Work Order to Service an existing Product click on the Edit icon of the desired Product. The window below will open.

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