Equipment is your company's equipment. You can specify equipment on Loadout Tickets. For example, if you have several pieces of equipment, you can specify on a Loadout Ticket which spreader or which delivery truck was used. This can be helpful when you are calculating the spreader operator's commission, or when planning equipment maintenance (equipment used more often gets maintained more often).
I'm looking for Customer Equipment
Use the Manage Equipment window to add, edit, activate or deactivate, and remove equipment. You can add equipment on loadout tickets to specify the equipment needed for the delivery of the products and/or services identified on the loadout tickets.
What you'll find:
You can specify the equipment needed for the delivery of the products and/or services identified on loadout tickets.
To add equipment
Navigate to Accounts Receivable > Manage > Equipment.
The Manage Equipment window opens.
In the Description column, enter a unique description for the equipment.
Maximum number of characters = 50.
Ensure the Active check box is selected.
Active is selected by default after the description has been entered.
Tip
Add all equipment before clicking Save since saving also closes the window.
Click Save.
You can edit any of your existing equipment at any time by changing their descriptions. You can also change the active status.
To edit equipment
Navigate to Accounts Receivable > Manage > Equipment.
The Manage Equipment window opens.
In the Description column, change the description of the equipment.
Tip
Edit all equipment before clicking Save since saving also closes the window.
Click Save.
When you add equipment, the default setting is active, but you can also activate equipment that has been deactivated.
When equipment is deactivated, you can still reference the equipment on existing loadout tickets and Loadout Ticket reports that reference the equipment, but you cannot use the equipment on new loadout tickets.
To deactivate equipment
Navigate to Accounts Receivable > Manage > Equipment.
The Manage Equipment window opens.
In the Active column, clear the Active check box of the equipment you want to deactivate.
Click Save.
To activate equipment
Navigate to Accounts Receivable > Manage > Equipment.
The Manage Equipment window opens.
In the Active column, select the Active check box of the equipment you want to activate.
Click Save.
Removing equipment deletes it from the database. You cannot remove equipment that has been used or is in use on loadout tickets.
To remove equipment
Navigate to Accounts Receivable > Manage > Equipment.
The Manage Equipment window opens.
In the Description column, select the equipment to remove.
Click Remove Equipment.
Note
If the Remove Equipment button is not available, the equipment you selected has been used or is in use on a loadout ticket and cannot be removed.
Click Yes to confirm the removal.
The equipment is removed.
Click Save.