Equipment Management

Equipment Introduction

• Symbols, Buttons, and Indicators
• Signature Home Pages
• Signature Action Lists
• Posting Flow Documents
• Batch Naming Conventions

Equipment Manager

• Signature Setup Checklists
• Setting up Equipment Manager
• Setting up and Using Document Management
• Setting up Equipment
• Setting Up and Using Equipment SmartLists
• Equipment Hierarchy
• Equipment Management Reports
• Using Equipment Manager
• Equipment Manager Procedures
• Customer Center
• Utility Procedures in EM
• Viewing the Equipment Inquiry
• Integration with Service Management

Profitability Analysis

• Setting up the Profitability Analysis Module
• Profitability Reports
• Tracking Profitability on Bank Transactions
• Tracking Profitability on General Ledger Transactions
• Tracking Profitability on Inventory Transactions
• Viewing Profitability Inquiries

Purchasing

• Setting up the Purchasing Module
• Creating Purchase Orders
• Receiving Equipment
• Viewing the Purchase Order Costing Inquiry Window

Sales

• Setting up the Sales Module
• Using the Sales Module
• Finance Leasing
• Sales Reports

Advanced Rental

• Advanced Rental Module Setup
• Rental Bookings
• Rental Agreements
• Rental Invoices
• Taking Equipment Off Rent
• Completing an Agreement and Sending It to History
• Renting Equipment to a Job
• Vehicle Readings

Transport

• Setting up the Transport Module
• Using the Transport Module
• Viewing Transport Inquiries

Scheduled Maintenance

• Setting up Scheduled Maintenance
• Using the Scheduled Maintenance Module
• Scheduled Maintenance Reports