Navigation:  Sales Rep Tab > The Job Book > Equipment Lists (Rental and Sales) > Rental Equipment List Editor >

Adding Equipment

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To add equipment to a list either

click on the line 'Click here to append equipment to the current Section'
use the insert key to insert equipment at the current position
use the end key to append equipment at the end of the section
right click on a line and select the append insert options on the pop up menu'

EQLINSERT

 

This will bring up the "PopStock" selector.

 

The Popstock has 3 Regions

1.The Search Mode panel allows you to use a "Tree View" in which you can drill down to select certain Master Categories and Categories of equipment. Alternatively, you can press F2 key to limit the list to show items that have been marked as favourites in the Equipment Book or use the F3 to initiate a Smart Search.
2.The Types Panel displays all the types of equipment selected in the search panel and displays important inventory information about each type of equipment.
3.The Basket Displays the equipment you have selected allong with any reminders that may be required for that type. These reminders are editable.

 

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The Search Mode Panel

 

Located on the left of the Popstock is a list of MASTER CATEGORIES. By Pressing the + icon next to the master category, and a list of CATEGORIES assigned to the master category. By clicking either the Master Category or the Category, a list of types will appear in the Types Panel from which you can select a quantity. Alternatively, you can press F2 key to limit the list to show items that have been marked as favourites in the Equipment Book or use the F3 to initiate a Smart Search which is located at the bottom of the types panel.

 

Keyboard shortcuts may be applied to each Master Category in the Inventory Book on the Configurations Page

 


The Types Panel

 

The Types Panel displays all the equipment selected in the Search Mode Panel or the result of the Smart Search. This panel has many useful tools to assist you in identifying and locating the equipment you require. You will enter your quantity in the BOOK column for the equipment you require, which will then add that equipment to the basket.

 

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1

The Warehouse Panel displays the warehouse from where you are selecting equipment. This is the warehouse of the equipment list by default, but you may select to view and reserve equipment from whichever site's warehouses that your permission allows you access. Selecting equipment from another warehouse will create a Job Transfer for that single line on the equipment list editor grid.

2

The Grid has 8 columns, with some level of interaction.

+

Click this + Icon to display additional information about the selected type.

PopTypeSim

Similars displays all equipment assigned as a generic description as configured in the Inventory Book.

PopTypeComp

Composites displays the components of a composite and their quantity needed and the availability of the equipment.

PopTypeRemind

Reminders & Alias displays the reminder types for your selected type along with their availability for the time period.

PopTypeImages

Images displays any pictures of the selected equipment type

PopTypeNotes

Notes displays any notes you have entered against the selected equipment type. These notes are entered in the Inventory Book.

PopTypeExtra

Extra Info displays additional useful information about the selected equipment type including

Maximum allowed discount
User Information
Dimensions and Weight
Country of Origin
Typecode
Power Usage
Sales Information (where relevant).

 

Class

On the rental equipment list editor, this will be either an R for Rental or a C for Consumable

Type

This column displays the Type of Equipment, which will be:

N - Normal Actual Type of Equipment
C - Composite Type (Yellow Background)
A - Alias Type (Green Background)
P - Priced Alias Type (Darker Green Background)

Book

Enter a Quantity here add to the Basket

Description

The Type Description

Avail

The Availability of the selected equipment. By Clicking on the column, an daily availability chart will appear showing conflicting equipment list.

PopTypeAvail

Daily

The Daily Rental Price for that type of equipment

List Total

Displays how many of that type are already on the equipment list. Since a list can contain 100's of lines of equipment, it's helpful to know if that type is already added to your equipment list, perhaps in another section.

Stock level

The Warehouse Stock level for that type of equipment. The availability calculation uses this number to calculate how many of a type are available for rental

3

Smart Search

 

Smart Searching works by matching up to three words or parts of the word. For instance if you type 'Mic' followed by a spacethe list would display:

 

Microphone, Handheld

Shure SM 57 Microphone

Shure SM 58 Microphone

Shure Beta 57 Microphone

Mic Stand

Shure Wireless Microphone

Sennheiser Microphone

 

If you add SM then space it would show any items with Mic and SM in the title so only 2 types would be shown:

PopTypeSearch

You will then enter a quantity required in the Book Column and press the enter key to add the type to your bacIn the middle is the selector area where by entering a quantity will add those types to the shopping basket on the right.

 

Note: Depending on your Security Permissions, if a type of equipment does not exist in your system, you can press the Add New Button and add the type to the inventory.

 

4

Show Availability Filter - Select whether you would like to view:

All Availability - Default View.
Shortages Only - Typically used in the Subhire Equipment List Editor to review shortages for a period.
Available Only - Filters out availabilities which are 0 or less than 0 to display only the equipment that is available for rent.

5

Show Hidden - Displays Equipment where the visibility is set to Optional in the Inventory Book.

6

Inc. Categories - Adds the category descriptions to the Smart Search (described above) to display all types that match the entered text AND all types in the category that matches the entered text.

PopIncCat

Here we have entered 'rig' in the smart search, and we see 'rig' in the (1) type with upright in the description and (2) types that are in the 'rigging' category.

7

Inc. Typecodes - Adds typecodes to the Smart Search (described above) to display all types that match the entered text and all typecodes that matches the entered text.

8

Bind Reminders - This function reassigns any reminder types to the same category as the origin equipment. This option is available to group a type on the equipment list with it's reminders. For example, a lighting instrument may have a safety cable as a reminder, which you may wish to appear with the light instead of the safety cable appearing in it's own category.

 

Example:

PopBindNo

An example of BIND REMINDERS Unchecked.

 

PopBindYes

An example of BIND REMINDERS checked.

 


The Basket

 

Once you have selected equipment using the Search and Types Panel using the BOOK column, it will appear in the basket before it is added to the equipment list. If you make a mistake. simply change the qty in the basket to 0, and the type will not be added to your equipment list.

 

PopBasket1

Import Button

The Import Button will import information from either a text (.txt) file or a comma separated value (.csv) file. Using the menu choice Export to File, the user can create an encoded file, which allows you import here.

 

The format of a csv file is:

Type Record Number, Qty.

 

The format of a text (.txt) is:

Typecode,Qty

Adding Reminders

Simply double click on the qty column, and the suggested reminder will be entered. You can also manually type any qty you wish in the qty column.

Loans

If you see you have a shortage prior to adding the equipment, you may click on the Loans column to display the availability of equipment at another warehouse. Simply enter the qty you require from the warehouse,

PopBasket2

Auto Re-open

This checkbox allows the user to add equipment to an equipment list, and once complete, the popstock window will reopen. Un-checking this box will prevent the popstock from reopening.

Cancel/OK

Once your basket is complete, press OK. If you wish to close the popstock, press cancel