E-Commerce - Add / Edit Equipment
How to add and edit customer-owned equipment in the E-Commerce Customer Access Portal.
In This Article
Introduction
A customer-owned Asset is an Asset that is owned by the customer instead of the rental company. Using the E-Commerce Customer Access Portal, customers can view, edit, add, and request service for their customer-owned Assets.
The following article will describe how to add and edit customer-owned Assets in the E-Commerce Customer Access Portal.
Add Equipment
To add new customer-owned equipment, follow the steps below.
- Log in to the E-Commerce Customer Access Portal.
- Navigate to the Add Equipment screen by doing one of the following:
- Select Equipments → Add Equipment from the left navigation menu.
- Select Equipments → Equipment List from the left navigation menu, then click the “Add New Equipment” button
.
- Fill out the information for your piece of equipment, including at least a Customer Equipment ID, Description, Equipment Type, Manufacturer, Model Number, Serial Number, and Date of Manufacture. Use the “Active” toggle in the top-right corner of the screen to mark the equipment as active or inactive.
- Click “Add Equipment”
to save your changes.
Edit Equipment
To edit existing customer-owned equipment, follow the steps below.
- Log in to the E-Commerce Customer Access Portal.
- Select Equipments → Equipment List from the left navigation menu.
- Locate the piece of equipment you’d like to edit in the Equipment List, then click on it to open its details page.
- Click the “Edit Equipment” button
at the top of the screen to open the Edit Equipment screen.
- Make changes to the equipment’s information as desired.
- Click “Save”
to save your changes.
The Add / Edit Equipment Screen
The Add / Edit Equipment screen is used both when adding new customer-owned equipment and when editing existing equipment.
- Active / Inactive Toggle
Click to toggle the piece of equipment between being active and inactive. - Product #
The equipment’s product number. - Customer Equipment ID
The equipment’s unique ID in the customer’s equipment management system. - Description
The equipment’s description. - Equipment Type
The equipment’s type. The list of available equipment types can be modified via the Company Settings screen in Rental Management. - Manufacturer
The equipment’s manufacturer. - Model Number
The equipment’s model number. - Serial Number
The equipment’s serial number. - Hour Meter
The equipment’s current meter reading, in hours. - Purchase Date
The date on which the customer purchased the piece of equipment. - Warranty Expiration Date
The date on which the equipment’s warranty expires. - Extended Warranty Expiration Date
The date on which the equipment’s extended warranty expires. - Date of Manufacture
The equipment’s date of manufacture. - Cancel Button
Click to close the Add / Edit Equipment screen without saving your changes. - Save / Add Equipment Button
Click to save your changes. If adding a new piece of equipment, the equipment will be created and added to the Equipment List. If editing an existing piece of equipment, the equipment’s details will be updated.