Assigning Manufacturer & Model to Equipment Items

Assign manufacturer and model details to your equipment items. This allows you to automatically attach manuals, photos, weights, and values to all items that share the same manufacturer and model. To manage your manufactures and model details, see Updating / Merging / Deleting Manufacturers & Models.

Updating Individual Item Manufacturers/Models

1. Go to Logistics > Equipment
2. Open the piece of equipment through Categories > Kinds or by searching for the equipment ref # on the search bar
3. Click Update Details
4. In the Manufacturer drop down you will be able to select from a list of Manufacturers that you have already added to the system or you can create a new one
5. Or you can select Create New to add a new Manufacturer, 3 character minimum
6. You will do the same for the Model / Version drop down, 3 character minimum
7. Click Save Changes at the bottom of the screen

Bulk Updating Item Manufacturers/Models

If this feature isn’t available in your account, ask your team administrator to contact the Help Desk and request activation.

1. Go to Logistics > Equipment
2. Open the piece of equipment through Categories > Kinds
3. To bulk select items;
   1. Check the box next to the Ref column to select all items
   2. Use Select None to clear the selection
   3. Choose an All items option for bulk selection
   4. Or, manually select specific items by checking individual boxes
4. Open the Bulk Action dropdown in the top left
5. Select Edit
6. In the popup;
   1. Select Manufacturer/Model from the Field to update dropdown
   2. Choose a new value from the manufacturer New value dropdown
   3. Choose a new value from the mode New value dropdown
   4. To update additional fields, click +Add another field to update and repeat the process
7. Click Update # items... to apply the changes