Three Methods To Add a New Equipment Item

Add Item or New Item

1. Add Item: Adding and Linking Equipment to the Customer

•Click Add Item to create a new equipment item.

•The word "New" will appear in the description field—replace it with a meaningful name (e.g., Hilux 2.5).

•Assign an Item Code, such as the vehicle’s registration number.

•Enter the description. The word new will be replaced by the description.

•Complete other details like Make, Model, etc.

•Click Save

New Item For Stock Item

2. Add An Existing Stock Item as a Service Item.

•Use this option to add an existing stock item as a equipment item.

•Select the stock item and click New Item for Stock Item.

•The Custom Fields from the Main Inventory form (Custom Fields Tab) will be included.

•You can modify fields like Make, Model, Registration No., and Engine No. to match the inventory details.

New Item Based On Template

3. New Item Based On Template.

Use this method to create a new item using a predefined template.

1. Click the Green Plus Button () to create a template.

2. Name the template and fill in the relevant fields.

3. Select the template and click New Item Based on Template to add the item.

Customer Equipment or Vehicle Fields

Make

Brand or manufacturer of the equipment.

Example: The make of a Yaris is Toyota.

Model

Model or version of the equipment.

Registration Number

Registration number or license number of the vehicle or equipment.

Where to input: Enter this in the Customer Main Form > Customer Equipment tab > Registration Number.

Engine number

Engine number of the vehicle or machine.

Series Number

Manufacturer’s series or batch number.

VIN Number

Vehicle Identification Number (VIN) — unique ID assigned by the manufacturer to a vehicle..

Weight

Weight of the equipment (optional, where relevant).

Service

Used for scheduling and reporting.

Allows you to track equipment requiring service within a specific date range.

Example: Fire extinguishers needing service in March.

Internal Job Account

Overrides the default Internal Job Account defined in the GL Account Options.

See Internal Job Cards for more details.

Last Service Date

The date the equipment was last serviced.

Last Service Reading

Last recorded reading (e.g., vehicle odometer, photocopier counter).

Next Service Date

When the next service is due.

Next Service Reading

The next service reading (e.g., next odometer threshold).

Fixed Charge

A fixed service or maintenance fee, if applicable.

Date Bought

Date on which the item was purchased.

Date End

Contract end date (if applicable).