Equipment/Services from the menu.
the Navigation pane, click Equipment.
will have two alternatives for Managing Equipment Types:
Within the toolbar directly above the Navigation
pane, click the Manage equipment types button.
Within the Action pane, click the Manage
equipment types link.
! If you are unable to view the Actions pane,
you may need to use the scroll bar to the right of the Navigation pane to
reveal the menu choices. Or, using your mouse, point at the Separation bar, and
when the up/down arrow appears, right-click the line and hold it to pull the
either of the choices, The Manage equipment types window opens. Click the top
row, marked with an asterisk (*), to add a new record. The line highlights.
the following information required fields are marked with an asterisk (*)):
Equipment Type* –
type the name of the equipment.
Inventory Policy* –
click the drop-down arrow to access a list and select the appropriate 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.
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.
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.
Allow Cost Adjustment* –
Click the box to insert a checkmark to allow any user to modify the cost of the
Return Policy* –
click the drop-down arrow to access a list and select the return policy for the
equipment. The following two choices are available:
when selected, the equipment is deleted from the database and does not return
to the available quantity.
when selected, the equipment returns to your available quantity, allowing you
to keep an accurate count of your inventory.
! The return policy is directly related to the
inventory policy. The options within the list vary depending on the policy
selected. For example, if you select Manage Individual Items, the return policy
list only includes Always.
Default Zero Cost Billing Policy –
to select the default zero cost 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.
Type of Service Name –
click the drop-down arrow to access a list and select the type of service.
Report Category –
click the drop-down arrow to access a list, from the list select the report
! The report category for the equipment type
is the default category if you do not associate a category to each equipment
item cairs.net uses this category.
add another equipment type, click the Save button within the Actions
ribbon group and repeat step #6.
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.