To set the customer for an item
To be able to filter devices by customer, you can set the customer for any device or office software Key ID.
To complete these steps you will need:
- The serial number of each device that the customer owns.
The contact details of the person in the customer organization who is the contact person for the device
To assign the customer to a device
- In the Virtual Warehouse, select the Assign/Upgrade tab.
To find the customer's device, enter the serial number of the device in the Filter field in the navigation bar, and then select Serial number from the list below the Filter field.
Details for the device that matches the entered serial number are shown.
Click the Set customer link located at the bottom of the device details tile.
Enter the details for the person in the customer organization who is the contact person for the device. You must enter the person's first and last name, their email address and the name of the customer organization.
Alternatively, select the Existing customer option and select the customer from the list or enter their email address.
The customer details you entered are shown at the bottom of the device details tile.
If the device has valid Trimble Access software maintenance, a Connect Business for Trimble Access subscription is added to the Trimble License Manager for the selected customer. The customer can use the Customer Subscriptions Manager to assign the subscription to team members in their organization. For more information, see To set up Connect Business for Trimble Access accounts.
If you need to change the customer, for example if you have incorrectly assigned a customer, click the x next to the customer details and when prompted click Yes, remove customer. Then repeat the steps above to assign a different customer to the device.
Watch the video