Getting Started

Installation

Navigate to Apps and search for Equipment Management. Click Install.

The module installs as a standalone application with its own top-level menu item in the main navigation bar.

Tip

Sub-modules for specific equipment types (Printers, Measuring Devices) can be enabled in Equipment Management ‣ Settings ‣ Configuration or installed separately from the Apps menu.

Creating your first equipment

  1. Navigate to Equipment Management ‣ All Equipment.

  2. Click New.

  3. Fill in the required fields:

    • Name: A descriptive name for the equipment (e.g., “Werth VideoCheck HA 400x400”).

    • Equipment ID: Auto-generated from the configured sequence (e.g., EQ/0001). You can override this value manually if needed.

    • Customer: The customer who owns or uses the equipment.

    • Owner: The legal owner of the equipment.

  4. Set the Type to match the equipment category. The default is General. If sub-modules are installed, additional types become available (e.g., Printer, Measuring Device).

  5. Optionally fill in:

    • Serial Number: The manufacturer’s serial number. If a matching stock lot exists, it will be automatically suggested.

    • Manufacturer and Model: Select from the pre-configured brand/model hierarchy.

    • Product Family: The product family this equipment belongs to.

    • Production Year: The year the equipment was manufactured.

    • Warranty Expiration: The date when the manufacturer’s warranty expires.

    • MAC Address: For network-connected equipment.

    • Sales Team: The responsible sales team.

  6. Click the Draft status bar to change the state to Active.

Equipment form view with main fields

Equipment states

Each equipment record goes through three lifecycle states:

  • Draft: Initial state when created. Equipment is being set up.

  • Active: Equipment is in service. Activating an equipment can automatically create an analytic account and/or a maintenance equipment record (if configured in Settings).

  • Inactive: Equipment is no longer in service but kept for historical reference.

Equipment ID sequence

By default, new equipment records receive an auto-generated ID using the format EQ/0001, EQ/0002, etc. The prefix can be customized in Equipment Management ‣ Settings ‣ Configuration ‣ Defaults ‣ Equipment ID Prefix.

The ID field remains editable — you can override the auto-generated value at any time, for example to match an existing internal numbering system.