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Equipment

Topics Discussed Below

Adding Equipment

Modifying Equipment

Deleting Equipment

Equipment

Equipment Items are the specific groups of items you provide, for example, within the Digital Sets equipment type, the equipment items might be M5316, 2500, M5112, etc.

Adding Equipment

 You are required to add Equipment Types before adding Equipment Records. If you need to add an Equipment Type, please refer to the “Adding an Equipment Type” Section.

If you are adding an Equipment Record that fits with an existing Equipment Type, use the following procedure:

1.    Click Equipment/Services from the menu.

2.    Within the Navigation pane, click Equipment.

3.    There are two ways to add an equipment item:

·         Within the toolbar directly above the Navigation pane, click the drop-down arrow next to New. Select Equipment.

·         Within the Actions pane, click the Add New Equipment link.

4.    Within either option, the General-Equipment window opens. Complete the following information for the equipment items (required fields are marked with an asterisk (*)):

·         Equipment Name* – type the equipment name.

·         Equipment Type* – click the field to access a drop-down list and from the list select the equipment type. 

·         One Time Cost – type the one-time cost for the equipment, if applicable. When entering in the amount, type the total cost with a decimal point. If you fail to enter a decimal point caris.net will add one for you in the appropriate location, for example, if you type 10, cairs.net will make the cost $10.00.

·         Recurring Cost – type the recurring cost for the equipment, if applicable. When entering in the amount, type the total cost with a decimal point. If you fail to enter a decimal point caris.net will add one for you in the appropriate location, for example, if you type 10, cairs.net will make the cost $10.00.

·         Zero Cost Billing Policy – click the field to access a drop-down list and from the list select: Do Not Bill, Bill as One Time Charge or Bill as Recurring Charge.  This selection allows you to include equipment in a bill that is not charged.  The equipment can appear in either the one-time or recurring charge section of the bill.  If you choose to not include these equipment items within the bill, select Do Not Bill. 

·         Part Number – type the part number.

·         Part Name – type the part name.

·         Description – type the description of the equipment item

·         Vendor Name – click the field to access a drop-down list and select the Vendor name.

·         Vendor Equipment Name – type the name the vendor uses to refer to the equipment.

·         Service Provider Name – click the field to access a drop-down list and select the Service Provider name.

·         Manufacturer Name – click the field to access a drop-down list and select the Manufacturer name.

·         Abbreviation – type the equipment name abbreviation.

·         Medium Safety Stock Level – type a number for the medium stock level, when reached the user receives a message box stating that the equipment quantity is now below the medium stock level.

·         Low Safety Stock Level - type a number for the low stock level, when reached the user receives a message box stating that the equipment quantity is now below the low stock level.

·         Type of Service Name – click the field to access a drop-down list and select the type of service for the equipment.

·         Report Category - click the drop-down arrow to access a list, from the list select the report category.

! If you do not associate a report category to the equipment item, cairs.net uses the category associated to the equipment type. 

·         Category – type the equipment category.

·         Notes – type any additional miscellaneous equipment item notes.

·         ES Misc 1 – 5 – use these fields for any additional information relating to the equipment item.

5.    To add another equipment item, click the Save & New button within the Actions ribbon group and repeat step #4.

6.    Within 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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Modifying Equipment

1.    Click Equipment/Services from the menu.

2.    Within the Navigation pane, click Equipment.

3.    Depending 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.

4.    The Equipment list displays in the pane. Within the list, double-click the equipment item you want to modify. The Equipment window opens.

5.    Make the necessary changes.

6.    Within 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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Deleting Equipment

1.    Click Equipment/Services from the menu.

2.    Within the Navigation pane, click Equipment.

3.    Depending 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.

4.    The Equipment Types list displays in the pane. Within the list, highlight the equipment item you want to delete.

5.    There are two ways to delete the equipment type:

·         Within the toolbar directly above the Navigation pane, click the red X.

·         Double-click the equipment type name within the list. The Equipment window opens. Within the Actions ribbon group, click the Delete button.

6.    Once you click Delete, a message box appears verifying that you really want to delete the equipment type. Click Yes within the box to continue or No to cancel the operation. 

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