Creating Equipment

Creating a new Equipment record

  • Go to Equipment ➔ Create Equipment

  • At this point you will be presented with the standard Equipment record page and you will need to go through and fill out the mandatory information such as the make and model. This will automatically assign an equipment number.It is at this stage you will have the option to select what status of the equipment you need such as Customers own, just be mindful that once selected you can’t change directly to other status’

How do I change the equipment number?

  • Once the equipment record has been created you have the option to amend the equipment number by clicking the ‘Modify Equip No’ at the bottom of the equipment record.

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