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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.

  1. Log in to the E-Commerce Customer Access Portal.
  2. Navigate to the Add Equipment screen by doing one of the following:
    1. Select Equipments → Add Equipment from the left navigation menu.
    2. Select Equipments → Equipment List from the left navigation menu, then click the “Add New Equipment” button .
  3. 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.
  4. Click “Add Equipment” to save your changes.

Edit Equipment

To edit existing customer-owned equipment, follow the steps below.

  1. Log in to the E-Commerce Customer Access Portal.
  2. Select Equipments → Equipment List from the left navigation menu.
  3. Locate the piece of equipment you’d like to edit in the Equipment List, then click on it to open its details page.
  4. Click the “Edit Equipment” button at the top of the screen to open the Edit Equipment screen.
  5. Make changes to the equipment’s information as desired.
  6. 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.

  1. Active / Inactive Toggle
    Click to toggle the piece of equipment between being active and inactive.
  2. Product #
    The equipment’s product number.
  3. Customer Equipment ID
    The equipment’s unique ID in the customer’s equipment management system.
  4. Description
    The equipment’s description.
  5. Equipment Type
    The equipment’s type. The list of available equipment types can be modified via the Company Settings screen in Rental Management.
  6. Manufacturer
    The equipment’s manufacturer.
  7. Model Number
    The equipment’s model number.
  8. Serial Number
    The equipment’s serial number.
  9. Hour Meter
    The equipment’s current meter reading, in hours.
  10. Purchase Date
    The date on which the customer purchased the piece of equipment.
  11. Warranty Expiration Date
    The date on which the equipment’s warranty expires.
  12. Extended Warranty Expiration Date
    The date on which the equipment’s extended warranty expires.
  13. Date of Manufacture
    The equipment’s date of manufacture.
  14. Cancel Button
    Click to close the Add / Edit Equipment screen without saving your changes.
  15. 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.