Settings

Equipment settings are accessible from Equipment Management ‣ Settings ‣ Configuration or from Settings ‣ Equipment.

Equipment settings page

Equipment Types

Enable or disable equipment type sub-modules:

  • Printers: Install the equipment_printer module for printer-specific features including counter tracking, cartridge management, and paper format support. See Printers.

  • Measuring Devices: Install the equipment_measuring module for measuring device features including calibration tracking, sensor management, and software/hardware info. See Measuring Devices.

Note

Enabling a sub-module will install the corresponding Odoo module. Disabling it will uninstall the module (data is preserved).

Automation

Auto-create Analytic Account

When enabled, activating an equipment (changing state from Draft to Active) automatically creates a dedicated analytic account for that equipment.

  • Analytic Plan: Select which analytic plan the auto-created accounts should belong to. The default is the Equipment plan created during module installation.

This is useful for tracking revenue and costs per equipment without manual setup.

Auto-create Maintenance Equipment

When enabled, activating an equipment also creates a corresponding maintenance.equipment record automatically. If a maintenance equipment with the same serial number already exists, it will be linked instead of creating a duplicate.

The Create Maintenance Equipment button on the form remains available as a manual alternative when this setting is disabled.

Document Expiry Warning

Configure how many days before a document’s expiry date the system should create a warning activity. The default is 30 days.

The daily scheduled job checks all active equipment’s documents and creates activities for those within the warning period.

Defaults

Default Project

Set a default project that is automatically assigned to new equipment records. This is useful when all equipment should be linked to the same ticket/project management system.

Equipment ID Prefix

Customize the prefix used for auto-generated Equipment IDs. The default is EQ/, producing IDs like EQ/0001, EQ/0002, etc.

Changing the prefix affects only newly created equipment — existing IDs are not modified.

Tip

Each company can have its own sequence and prefix. In multi-company setups, configure the prefix separately for each company.