Create a New Craft

1. Choose between two options:

   • Click the down arrow next to the New button.

   • Select File > New > Select from the Main Menu.

     The Module menu opens.

2. Select Craft from the menu.

   The Craft Details page opens.

3. Enter an ID for the new craft in the Craft ID field.

   The ID must be unique. If you enter an ID that is already in use, you will be prompted to correct this when you attempt to save the new record.

   Labor resources, crafts, requesters, and contacts are all maintained in the same database table. IDs must be unique across all four modules. This means, for example, a labor resource and craft cannot have the same ID.

4. Enter a more descriptive name for the craft in the Name field.

   The name does not need to be unique. Remember, the ID and Name fields are both displayed in the Craft module list.

5. Select the repair center for the craft from the Repair Center field.

6. Select the account this craft should be associated with from the Account field.

7. Select the category this craft should be associated with from the Category field.

8. Select the Active check box if this craft record should be active.

   This check box is selected by default.

9. To attach an icon to the craft record:

   1. Click the Attach button.

      The Change Icon window opens.

   2. Use the page controls at the bottom of the window to navigate through the available choices.

   3. Select an icon by clicking it.

      The icon is highlighted.

   4. Click Apply.

      The icon is displayed on the Details page.

10. Attach a photo to this craft record if desired.

11. Enter additional data about this craft on the other tabs.

12. Click Save.