Equip Functionality

Quotations and Orders

The Quotations / Orders list in Equip allows you to record details of all quotations and orders created for your customers. When you convert a Quotation into an Order, Equip calculates all the items that will be required to fulfill the order. Equip also calculates the stock allocated to other events that are planned around the same time and that overlap with this event. Any potential stock shortages are highlighted with red or orange 'traffic light' symbols.

Allocations

A user may review and adjust the detailed allocation details for each Event. Potential shortages are highlighted and may be resolved by creating allocations for these items that indicate that the items will be provided by an external resource ( e.g. a supplier).

 

Structure Tree

The Structure Tree provides a visual tool for manipulating the hierarchical groupings of equipment.  For example a 'General Toolkit' may consist of a hammer, screwdriver, power drill and Electrical Toolkit.  The Electrical Toolkit in turn may consist of a meter, crimping tool and wire cutter.

Equip Screenshots>