on your inventory policy, you may have already added an equipment item. Below are the steps to add more items.
Equipment/Services from the menu.
the Navigation pane, click Equipment.
on the amount of records you have within your database, the list may not
readily populate. To populate the list, perform one of the following actions:
Within the search box, type any portion of
the record and then click the magnifying glass.
Click the Show All button.
list of equipment items displays. Within the list, double-click the equipment
item that you want to assign pieces to. The Equipment window opens.
the Show ribbon group, click the Items button.
window changes to the Items view. Click the top line marked with an asterisk
(*), to add new items. Complete the following equipment information (required
fields are marked with an asterisk (*)):
Warehouse Name – click
the dropdown arrow to access a list and from the list select the warehouse name
of where the equipment item is stored.
Vendor Name – click
the dropdown arrow to access a list and from the list select the vendor name
Serial Number –
type the serial number, if applicable. If no serial numbers are present, CAIRS
automatically enters “none.”
Purchase Order Number – type
the purchase order for the equipment item
Site – click the
dropdown arrow to access a list and select the site. The site dropdown list
displays the bottom-most site first. After the ~~ is the complete path to the
site. In the example below, we selected the Henderson site, which is a child to
Las Vegas. Each site level is separated by a >.
Item Status* –
click the field to access a dropdown list and select whether the item is Existing
(in stock) or Unavailable (out-or-stock).
Total Quantity Available – type
the total quantity available for this serial number, the field defaults to one
(1). If a minus sign appears before the number that means that you have
assigned more items then were available in your total quantity available.
Total Quantity Used – this
field automatically populates when an equipment item is in use
Assigned – this
field defaults to no until the equipment item is assigned to a component, once
assigned the field automatically populates with yes.
Rack, Shelf, and Bin – type
the rack, shelf and bin name or number to provide the location of the equipment
item within the warehouse.
Item Information 1 – 4
– use these fields to type any additional information regarding the equipment
add another piece of equipment, click the Save & New button within
the Actions ribbon group and repeat step #7.
the Actions ribbon group, click Save (to save and stay) to
continue working with equipment types or Save & Close (to save and
exit) to return to the Equipment list.
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