There are a few
items that you need to put into your database before you can start to add
equipment and services:
– allows you to associate vendors
to your equipment or services items.
Service Providers – allows you to
associate service providers with each equipment or service item
· Manufacturers – allows you to associate a manufacturer with each
equipment or service item
Warehouses – allows you to manage the warehouse locations of your
Categories – this works in
conjunction with work orders to produce a report that displays the equipment
and/or services related to each work order
of Service – allows you to
categorize your equipment and services for billing purposes
– allows you to assign a
technician to the installation of the equipment or service
First, you add
your Equipment Types, these are things like; Analog Sets, Digital Sets,
Circuits, etc. For each type, you must decide on an inventory policy, there are
three policies to choose from:
Not Track Quantity - select
this if you do not want to track no many items of each equipment item you have
on you shelves.
by Total Quantity – select this
policy to track the total quantity of equipment, when the items reach the low
safety stock level cairs.net notifies the user, however, when you reach an
available quantity of zero, the user will not be able to assign the equipment
until the stock level is replenished. If
you want to keep track of each item with a specific serial number, this is the
policy to use.
Total Quantity – select to
track the total quantity of equipment items. This policy notifies the user when
there are no items available to assign and when the total quantity is below the
low safety stock level. For example, if you have 30, 2500 sets, when you are
reach your safety stock level cairs.net notifies the user, if you reach zero
you will still be able to assign.
**You can change
your inventory policy at any time.
A few key fields
to pay close attention to are the Medium and Low Safety Stock Level. These fields alert users when the levels are
reached so more equipment can be ordered.
equipment type, you can assign a return policy of never or always. With always, once the equipment is deleted
off the component it is returned to your open stock. If you select never, once
the equipment is deleted off the component it is deleted from your database.
Second, you add
equipment items to each type. Equipment Items are the specific groups of items
you provide, for example, M5316, 2500, M5112, etc. For each item, you can add individual items
to create your on-shelf inventory.
Once you have
the items in, you can create your on-shelf inventory by adding in individual
pieces or a general quantity of equipment. When you add specific pieces of
equipment you are using the Manage Individual Items policy, this requires that
each piece have a specific identifier, commonly a serial number. When you add
one item with a large quantity you are using the Manage Total Quantity policy,
once your stock levels reach a certain level the user is notified.
**You can import
your equipment items. You can also use a barcode reader to enter each serial
A service is
defined as an action associated to equipment, for example, person-hours, labor
cost, cell phone service, etc.
You process to
add services is the same as equipment. You add your Service Types, Service
Items, and On-shelf Inventory.
Globally Manage Equipment or Services
management, you can view all the equipment items within your database. This
feature also allows you to change information relating to each item, such as,
Warehouse Name, Vendor, Total Quantity Available, etc.
**The first 3
columns Equipment Name, Equipment Type Name and Inventory are read-only.