In order to set up an equipment item in your database, you will need to navigate to the Settings menu, over to the Items column, and then down to the Equipment page. There, you should be able to double click on an equipment item that you would like to edit, or, if you would like to add a new equipment item, click on the + Add New button in the upper left hand corner.
Once you reach the Equipment pop up, you can begin filling out the main Information tab.
Name - This is the name of the equipment item as you would like to track it in your database. Note: this is a required field.
Equipment Category - This setting allows you to break down your equipment listing. To add additional equipment categories to your database you will need to navigate to the Settings menu, over to the List column, open up the Categories drop down and then move down to the Equipment page below. This is often used to group equipment by department, or mode of transportation.
Maintenance Interval (Days) - This is the number of days between routine maintenance visits. The Next Maint. Date on the Dashboard will be automatically set based on the Maintenance Interval associated here when creating Maintenance Logs from the Maintenance Log tab or from the Bill screen.
Expense Account - This represents all of the Expense Accounts from your Chart Of Accounts in QB. The default Expense Account is associated with the piece of Equipment, so that when a bill is created for that piece of Equipment in SCM the system will automatically associate the respective Expense Account.
Flat Cost - The flat cost to your company when the equipment item is applied as a service resource. When equipment items are added to service this will be auto defaulted in the 'Flat Cost' field. This is very rarely utilized, and is generally used to describe a flat travel cost associated with an employee having to drive or haul the equipment to the job site.
Unit Cost - The cost to your company for each hour applied to the equipment item as a service resource. When equipment items are added to service this will be auto defaulted in the 'Unit Cost' field.
Unit Price - The price you will charge the customer for each hour applied to the equipment item as a service resource. When equipment are added to service this will be auto defaulted in the 'Unit Price' field.
Tags - This is where you can add tags to describe additional, standard information about your equipment that do not have a place on the page. For example, you can add a tag for department or whether or not the piece has been licensed.
Equipment Image - This is where you can enter in a picture of the piece of equipment to have on file.
Authored by Betsy Rainey 06/12/2023