Equipment
Updated over a week ago

Do you know that you can manage all your equipment from a single page? 💙

You can create all the equipment related to your organization, such as products, services, or spare parts.

By adding serial numbers to the equipment you create, you can start managing your rental processes.


Add an Equipment

Along with the 'Code' and 'Name' fields, there is also the 'Equipment Group' field that you need to specify.

You have to define the Equipment Group field on the Tenant Settings page before adding your equipment.

Furthermore, with the Tabs feature, you can easily view the equipment created by you from the 'My Equipment' tab.


Actions

With the 'Actions' button, you can perform viewing, editing, and deletion operations for your records.

View an Equipment

You can view all the information for the relevant organization record.

Edit an Equipment

You can access all the information to edit or check your equipment with the detail page.

When you enter the details of the relevant records, you will see that there is a lot of information you can add about your equipment.

In the Details section, you need to define the "measurement unit," "category," "brand," "model," "group," and "subgroup" fields on the Tenant Settings page before adding your equipment.

You can define pricing information for your equipment based on your product group as Rental Price and Fixed Price from the Pricing tab.

Delete an Equipment

You can delete the equipment you have created using the "delete" button in the 'Operations' section.

🔴 Warning

Before the deletion process, make sure that the relevant records are not present in your processes. Deleting records can lead to missing information in your workflows.

Tabs

With the tabs on the equipment editing page, you can add all the information for your equipment.


💡 Tip

Do you need more help? By contacting Fiona through the chat, you can get expert support.


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