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Equipment & Services

There are a few items that you need to put into your database before you can start to add equipment and services: 

·         Vendors – 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 equipment

·         Report Categories – this works in conjunction with work orders to produce a report that displays the equipment and/or services related to each work order

·         Type of Service – allows you to categorize your equipment and services for billing purposes

·         Technicians – allows you to assign a technician to the installation of the equipment or service

Equipment Types

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:

·         Do Not Track Quantity - select this if you do not want to track no many items of each equipment item you have on you shelves. 

·         Restrict 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.

·         Manage 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. 

For each 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.

Equipment Items

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 number.

Services

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

Within global 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.

 

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