What is Equipment?
Equipment refers to physical assets used in your operations, such as vehicles, machines, and devices. The key difference from a material is that each equipment unit is tracked individually with its own serial number.
In practice, Equipment is the larger, installable asset your team sells and installs (for example, a water softener, a reverse osmosis system, or an HVAC unit), while materials are the smaller parts and consumables that go with it.
Why bulk upload Equipment?
If you have a large number of equipment units to add, for example, when first setting up your account or bringing in stock from a supplier, bulk upload lets you add them all at once from a file instead of creating each unit manually.
How to bulk upload equipment: step by step
Go to Equipment.
Click the three dots (...).
Choose Bulk Upload.
Fill it in, upload it, and review before confirming.
You can also download a template file, edit it with your own information, and save it.
Template:
Columns:
Name *
Item Number *
Equipment Type
Description
Category
Brand
Model
Manufacturer
Measurement Unit
Cost for Business
Cost for Client
Location Quantity
Serial Number
Supplier
Supplier Cost
Photo URL
⚠️ Equipment has its own bulk upload, separate from the materials one. If what you're uploading is materials, use Here's How to Bulk Upload/Import your Materials.
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