Equipment Management

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• Equipment Introduction
  • Symbols, Buttons, and Indicators
  • Signature Home Pages
  • Signature Action Lists
  • Posting Flow Documents & Table Changes
  • 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