About the Home page

About Message

About Favorites

About Links

Adding Links by a User

About the Data Toolbar

About Attachments

Adding an Attachment

Editing an Attachment

Viewing an Attachment

Deleting an Attachment

About Other Commands

About Page icons

Reporting a Bug

Submitting a Feature Request

About the User Menu

About Configure 2 Factor Authentication

About Issue / Return

Issuing Inventory

Returning Inventory

Exceptions Returning Bulk or Consumable Inventory

About Create Requisition

Catalog tab for Create Requisitions

Selected Items tab for Create Requisitions

Creating a Requisition

About Pick Requisition

General tab for Pick Requisitions

Details tab for Pick Requisitions

Substitutions tab for Pick Requisitions

Picking a Requisition

About Reassign Assets

Reassigning Issued Inventory

About Transactions

General tab for Transactions

Details tab for Transactions

Replaced With tab for Transactions

Exchanged For tab for Transactions

Looking up a Transaction

Editing a Transaction

About Transaction Requisitions

General tab for Requisitions

Details tab for Requisitions

Approvals tab for Requisitions

Substitutions tab for Requisitions

Transaction Details tab for Requisitions

Looking up a Requisition

Editing a Requisition

Canceling a Requisition

Deleting a Requisition

Approving a Requisition

About Transaction Types

Adding a Transaction Type

Looking Up a Transaction Type

Editing a Transaction Type

Deleting a Transaction Type

About Return Statuses

Adding a Return Status

Looking Up a Return Status

Editing a Return Status

Deleting a Return Status

About the Issued Assets Email

Sending the Issued Assets Email

About Part Numbers

General tab for Part Numbers

Alternate IDs tab for Part Numbers

Stocking Points Tab for Part Numbers

Items tab for Part Numbers

Notes tab for Part Numbers

Tasks tab for Part Numbers

Vendors tab for Part Numbers

Transaction History tab for Part Numbers

Certifications tab for Part Numbers

Adding Part Numbers

Looking Up Part Numbers

Editing Part Numbers

Adding a Picture to a Part Number

Changing the Picture on a Part Number

Adding a Task to a Part Number

Add a Certification to a Part Number

Deleting Part Numbers

About Serialized Items

General tab for Serialized Items

Purchase Rental information tab for Serialized Items

Alternate IDs tab for Serialized Items

Notes tab for Serialized Items

Transaction History tab for Serialized Items

Service Requirements tab for Serialized Items

Setting Initial Service Details for Serialized Items

Adding a Service Requirement for Serialized Items

Work Order History tab for Serialized Items

Adding a Serialized Item

Looking Up a Serialized Item

Editing a Serialized Item

Deleting a Serialized Item

About Kits

Creating a Serialized Kit

Creating a Bulk Kit

About Dissolving Kits

Creating a Dissolving Kit

Replenishing Consumables in a Kit

Removing Items from a Kit

Deleting a Serialized Kit

About Serialized Kits & Counts

About Retired Items

Reinstating a Retired Item

Manually Retiring an Item

About Adjust Inventory

Creating an Inventory Adjustment

About Categories and Sub Categories

Adding a Category and Sub Category

Looking Up a Category or Sub Category

Editing a Category and Sub Category

Deleting a Category and Sub Category

About Manufacturers

Adding Manufacturers

Looking Up Manufacturers

Editing Manufacturers

Deleting Manufacturers

About Inventory Types

Adding an Inventory Type

Editing an Inventory Type

Deleting an Inventory Type

About Units of Measure

Adding a Unit of Measure

Looking Up a Unit of Measure

Editing a Unit of Measure

Deleting a Unit of Measure

About Inventory Statuses

Adding an Inventory Status

Looking Up an Inventory Status

Editing an Inventory Status

Deleting an Inventory Status

About Conditions

Adding a Condition

Looking up a Condition

Editing a Condition

Deleting a Condition

About Departments

Adding a Department

Looking up a Department

Editing a Department

Deleting a Department

Rental Periods

About Vendors

General tab for Vendors

Notes tab for Vendors

Purchase History tab for Vendors

Adding a Vendor

Looking Up a Vendor

Editing a Vendor

Deleting a Vendor

About Change Item Status

Changing the Status of an Item

Looking Up an Item Status Change

About Change Inventory Type

Changing the Inventory Type on a Part Number

About Merge Item

Merging Items

About Merge Part Number

Merging a Part Number

About Personnel

General tab for Personnel

Notes tab for Personnel

Certifications tab for Personnel

Transaction History tab for Personnel

Adding Personnel

Looking Up Personnel

Editing Personnel

Adding a Picture to a Personnel record

Changing the Picture on a Personnel record

Adding a Certification to Personnel

Removing a Certification from Personnel

Deleting Personnel

About Employers

Adding an Employer

Looking Up an Employer

Editing an Employer

Deleting an Employer

About Crafts

Adding a Craft

Looking Up a Craft

Editing a Craft

Deleting a Craft

About Certifications

Adding a Certification

Looking Up a Certification

Editing a Certification

Deleting a Certification

About Locations

Address tab for Locations

Settings tab for Locations

Document tab for Locations

Transaction History tab for Locations

Adding a Location

Looking Up a Location

Editing a Location

Deleting a Location

About Location Types

Adding a Location Type

Looking Up a Location Type

Editing a Location Type

Deleting a Location Type

About Transfers

General tab for Transfers

Details tab for Transfers

Receipts tab for Transfers

Lost in Transit tab for Transfers

Creating a Transfer

Looking Up a Transfer

Cancelling a Transfer

About Receive Transfer

Details tab for Receive Transfer

Receiving a Transfer

About Transfer Receipts

General tab for Transfer Receipts

Details tab for Transfer Receipts

Looking Up a Transfer Receipt

Editing a Transfer Receipt

About Create Transfer Request

General tab for Create Transfer Request

Catalog tab for Create Transfer Request

Selected Items tab for Create Transfer Request

Creating a Transfer Request

About Pick Transfer Request

General tab for Pick Transfer Request

Details tab for Pick Transfer Request

Substitutions tab for Pick Transfer Request

Picking a Transfer Request

About Transfer Requests

General tab for Transfer Requests

Details tab for Transfer Requests

Substitutions tab for Transfer Requests

Approvals tab for Transfer Requests

Transfer Details tab for Transfer Requests

Adding a Transfer Request

Looking up a Transfer Request

Editing a Transfer Request

Canceling a Transfer Request

Deleting a Transfer Request

About Create Lost In Transit

General tab for Create Lost in Transit

Details tab for Create Lost in Transit

Record Inventory Lost In Transit

About Lost in Transit

General tab for Lost in Transit

Details tab for Lost in Transit

Looking Up a Lost in Transit Record

Editing a Lost in Transit Record

About Transfer All

Using Transfer All

About Close Project

Closing a Project

About Transfer Types

Adding a Transfer Type

Looking Up a Transfer Type

Editing a Transfer Type

Deleting a Transfer Type

About Purchasing

About Purchase Orders

General tab for Purchase Orders

Details tab for Purchase Orders

Approvals tab for Purchase Orders

Creating a Purchase Order

Looking Up a Purchase Order

Editing a Purchase Order

Canceling a Purchase Order

Approving a Purchase Order

Closing a PO Line Item

About the Reorder Worksheet

Using the Reorder Worksheet

Vendors - Purchasing

About Create Purchase Requisition

General tab for Create Purchase Requisitions

Catalog tab for Create Purchase Requisitions

Selected Items tab for Purchase Requisitions

Creating a Purchase Requisition

About Purchase Requisitions

General tab for Purchase Requisition

Details tab for Purchase Requisition

Approvals tab for Purchase Requisition

Adding a Purchase Requisition

Looking Up a Purchase Requisition

Canceling a Purchase Requisition

Deleting a Purchase Requisition

Approving a Purchase Requisition

Generating a Purchase Order from a Purchase Requisition

About Receive Inventory

General tab for Receive Inventory

Items to Receive tab for Receive Inventory

Items Received tab for Receive Inventory

Receiving Inventory with Purchase Order

Receiving Inventory without a Purchase Order

About Inventory Receipts

General tab for Inventory Receipts

Items Received tab for Inventory Receipts

Looking Up an Inventory Receipt

Editing an Inventory Receipt

About Create Return

Returning Inventory using Create Return

About Inventory Returns

Looking Up an Inventory Return

Editing an Inventory Return

About Return Codes

Adding a Return Code

Looking Up a Return Code

Editing a Return Code

Deleting a Return Code

About Payment Terms

Adding a Payment Term

Looking Up a Payment Term

Editing a Payment Term

Deleting a Payment Term

About INCO Terms

Adding an INCO Term

Looking Up an INCO Term

Editing an INCO Term

Deleting an INCO Term

About Unapprove PO

Unapproving a PO

About Service (Preventative Maintenance & Emergency Repairs)

About Service Requests

Adding a Service Request

Looking Up a Service Request

Editing a Service Request

Deleting a Service Request

About Service Due

Date-Based tasks tab for Service Due

Meter-Based tasks tab for Service Due

Using Service Due to generate Work Orders for Date-Based Tasks

Using Service Due to generate Work Orders for Meter-Based Tasks

About Meter Readings

Adding a Meter Reading

Looking Up a Meter Reading

Deleting a Meter Reading

About Work Orders

Asset tab for Work Orders

Request tab for Work Orders

Work To Do tab for Work Orders

Completion tab for Work Orders

Notes tab for Work Orders

Required Inventory tab for Work Orders

Charges tab for Work Orders

Approvals tab for Work Orders

Transaction Details tab for Work Orders

Adding a Work Order

Looking Up a Work Order

Editing a Work Order

Deleting a Work Order

Approving a Work Order

Changing an Item Status from a Work Order

Issuing Required Inventory from a Work Order

Adding Labor Costs to a Work Order

Adding External Charges to a Work Order

Closing a Work Order

About Service Tasks

General tab for Tasks

Instructions tab for Tasks

Required Material tab for Tasks

Required Tools tab for Tasks

Supersede List tab for Tasks

Adding a Task

Looking Up a Task

Editing a Task

Deleting a Task

About Meters

Adding a Meter

Looking Up a Meter

Editing a Meter

Deleting a Meter

About Work Order Types

Adding a Work Order Type

Looking Up a Work Order Type

Editing a Work Order Type

Deleting a Work Order Type

About Work Order Statuses

Adding a Work Order Status

Looking Up a Work Order Status

Editing a Work Order Status

Deleting a Work Order Status

About Work Order Priorities

Adding a Work Order Priority

Looking up a Work Order Priority

Editing a Work Order Priority

Deleting a Work Order Priority

About Failure Codes

Adding a Failure Code

Looking Up a Failure Code

Editing a Failure Code

Deleting a Failure Code

About Check Lists

Creating a Checklist

Looking Up a Checklist

Editing a Checklist

Deleting a Checklist

About Transfer Rental

About Transfer Charges

Looking up a Charge - Transfer Rental

Editing a Charge - Transfer Rental

Deleting a Charge - Transfer Rental

Adding a Manual Charge - Transfer Rental

About Transfer On Rent

Looking up On Rent Items - Transfer Rental

Changing the Status for an Item On Rent - Transfer Rental

About Partial Billing - Transfer Rental

Performing a Partial Billing - Transfer Rental

About Transfer Rate Sheets

Creating a Transfer Rate Sheet

Adding Part Numbers to a Transfer Rate Sheet

Configuring Renting Locations for Transfer Rate Sheets

Updating Transfer Rate Sheet Rates

Looking up a Transfer Rate Sheet

Editing a Transfer Rate Sheet

About Status Change - Transfer Rental

Changing Rental Status - Transfer Rental

About Rental Periods

Adding a Rental Period

Looking Up a Rental Period

Editing a Rental Period

Deleting a Rental Period

About Transaction Rental

About Transaction Charges

Looking Up a Charge - Transaction Rental

Editing a Charge - Transaction Rental

Deleting a Charge - Transaction Rental

Adding a Manual Charge - Transaction Rental

About Transaction On Rent

Looking up an On Rent Item - Transaction Rental

Changing the Status for an Item On Rent - Transaction Rental

Exchanging an Item On Rent - Transaction Rental

About Partial Billing - Transaction Rental

Performing a Partial Billing - Transaction Rental

About Transaction Rate Sheets

Details tab for Transaction Rate Sheet

Employers tab for Transaction Rate Sheet

Locations tab - Transaction Rate Sheet

Creating a Transaction Rate Sheet

Adding Part Numbers to a Transaction Rate Sheet

Looking Up a Transaction Rate Sheet

Editing a Transaction Rate Sheet

Deleting a Transaction Rate Sheet

Adding Renters to a Transaction Rate Sheet

Updating Rates on a Transaction Rate Sheet

About Status Change - Transaction Rental

Changing Rental Status - Transaction Rental

About Transaction Rate Sheet Holidays

Adding a Rate Sheet Holiday

Editing a Rate Sheet Holiday

Deleting a Rate Sheet Holiday

About Settings

About Company Settings

About Options Settings

About Authentication Settings

About Authentication

About Email Settings

About Home Message Settings

About the Recycle Bin

Restoring Deleted Data from the Recycle Bin

Permanently Deleting Data from the Recycle Bin

About Cost Codes

Adding a Cost Code

Looking Up a Cost Code

Editing a Cost Code

Deleting a Cost Code

About Jobs and Sub Jobs

Adding Jobs and Sub Jobs

Attaching Cost Codes to Sub Jobs

Looking Up a Job

Editing a Job or Sub Job

Deleting a Job or Sub Job

Removing Cost Codes from Sub Jobs

About Approval Processes

Adding an Approval Process

Looking Up an Approval Process

Editing an Approval Process

Modifying Approvers for an Approval Process

Deleting an Approval Process

About Roles

Creating a Role

Looking Up a Role

Editing a Role

Deleting a Role

About Users

Adding a User

Looking Up a User

Editing a User

Deleting a User

About Currencies

Adding a Currency

Editing a Currency

About Import Data

Data to Import

Downloading Import Templates

Preparing to Import Data

Completing the Templates

Importing Data

About Notifications

Notifications Event List

About Background Notifications

Configuring Background Notification Frequency - On-Premise only

Configuring the Background Notification Database List - On-Premise only

Adding a Notification

Looking Up a Notification

Editing a Notification

Deleting a Notification

About the Command Window

Running a SQL Query in the Command Window

About License Information

Applying a License File

About Links for Roles

Adding Links for Roles

Editing Links for Roles

About Background Notification Runs

About Menu Captions

Changing a Menu Caption

About Databases Utilities

System Report Update

About Scheduled Reports

About Report Queue

About the Dashboard

About Configure Dashboard

Adding a New Dashboard

Configuring a KPI Panel