- PRODUCT NUMBER
- Enter the existing product number, or barcode, or search for
the product in the Inventory Search
window.
Detailed Product Inquiry
Once the product number as been selected click the
INQUIRY button at the bottom of the screen to view
the product history as outlined in Inventory
Inquiry.
DESCRIPTION- This is the primary description of the item as it appears on
reports, and also on documents for standard language customers.
Note: The product description can always be over-typed on the
document.
- Additional Descriptions
- Additional product descriptions for product search and for
printing purposes can be set up in the window as follows:
- ALT LANGUAGE DESCRIPTION
- This field can be used to set the alternate language
description for this product.
Note: The inventory search does not use the alternate language
description. This is just a printing feature for the customer
documents such as reservations, contracts and invoices.
ALTERNATE DESCRIPTIONS- This window can be used to manually setup multiple alternate
descriptions to be used in the product search utilities, as
outlined in Alternate Descriptions.
SYSTEM GENERATED DESCRIPTIONS- This window can be used to view the optional descriptions that
the system has generated. These are only used in the product search
utilities, as outlined in System Generated
Descriptions.
PRODUCT CLASS- The Rental Product Class code and
description displays.
This was defined when the product was added in Add Assets and is information only.
To change the class or group contact Texada Support to use the
utility Update Class/Group/Vendor on
Product or in Restructure
Class/Group/Rates/Tag, and the change is tracked in the
Audit Log.
PRODUCT GROUP #- The Group and group description
assigned to this product displays.
This was defined when the product was added in Add Assets and is information only.
To change the class or group contact Texada Support to use the
utility Update Class/Group/Vendor on
Product or in Restructure
Class/Group/Rates/Tag, and the change is tracked in the
Audit Log.
METER TYPE- Tracking meter units used or blade usage is only applicable to
NON-BULK assets.
For a non-bulk item, one of the following options is checked:
- Metered Item is checked if this product tracks meter
units used such as hours or km, through work orders, contracts,
maintenance, product exchanges, and rental returns.
For information on tracking Meter rollover or replacement on
equipment refer to Update Meter
Prompt/Hours.
The Meter fields include:
- METER READING
- This is the current meter reading.
This will be updated as the equipment is rented, exchanged, put off
or on rent, and returned, when the new meter reading is
recorded.
Window to view the meter information as outlined in Product Meter Information.
LTD METER READING- This field tracks the total units used in the lifetime of the
equipment.
Window to view Meter History.
-
Bladed Item indicates that this product tracks blade
usage such as diamond blades where the units decrease with use.
- METER READING
- This is the current blade reading.
This will be updated when the equipment is rented, exchanged, put
off or on rent, or returned, and a new blade reading is reported.
Window to access the Product Blade Information as
follows:
- CURRENT METER READING
- Enter the current blade reading.
This will be updated when the equipment is rented, exchanged, put
off or on rent, or returned, and a new blade reading is
reported.
- CURRENT METER DATE
- This is the date of the latest recorded blade reading.
- INITIAL METER READING
- This is the original blade reading of the equipment.
- INITIAL METER DATE
- This is the date of the original blade reading.
Finished?- Click OK to accept the blade readings for the new
equipment.
LTD METER READING- This field does not apply to blade items.
-
Not Metered is checked if there is no meter tracking for
this product.
The Meter Reading and the LTD Meter Reading fields
are blank and are disabled.
INVENTORY- Check this box if the item is part of the rental fleet.
Uncheck this box if the item is not part of inventory (re-rental
items or other generic items).
The item will still be included in Inventory
Search but, will not be included as part of the total value
when the Inventory Value Report is
printed.
LIST- Enter the selling list price for the asset.
Any changes made to the list price are tracked.
A window on the List field is provided to view Price Change
History, as outlined in List Price
Changes.
NOTES- Enter any instructions, comments or notes about this item.
This notes do not print out any where, but they do show at the
bottom of the document entry screens.
REPLACEMENT COST- Enter the cost each to replace this item if purchased
new.
COST EACH- The average cost per unit is calculated using the average
quantity cost from the Fixed Asset Tags.
This is a display only field.
The Landed Purchase Order Cost = Last P.O. Cost * Landed Cost
Factor.
STATUS CODE- Specific products can be identified as NOT eligible for rental,
for transfer, and/or for depreciation, causing an warning message
to be displayed when an operator attempts to rent, transfer, or
depreciate them.
Enter the appropriate code for this product, or select one from
the Product Status Codes Search
window.
BULK ITEM- This box is checked if the quantity for this product will be
greater than 1.
This box is unchecked if the quantity for this product will be 1.
This is appropriate for serialized equipment.
This field is display only and cannot be accessed. If a change
is required, contact Texada Support to use Change Bulk Status to make the
correction.
MULTIPLE TAGS- If Bulk Item is not checked there is only 1 Fixed Asset
Tag allowed for a non-bulk product, and this prompt does not apply.
If Bulk Item is checked and multiple Fixed Asset Tags are
required this box is checked.
Multiple fixed asset tags enables the date acquired, amount and
quantity to be stored separately for each purchase. This makes it
simple to track the additions to the rental fleet, and depreciate
each purchase separately.
This box cannot be unchecked if multiple tags exist for the
product.
If Bulk Item is checked, and multiple Fixed Asset Tags
are not required this box is unchecked.
This is useful for smaller bulk items such as air hoses, when all
quantities are then included on one Fixed Asset tag.
ASSET TAGS- Maintain the Fixed Asset Tag information as follows:
- FIXED ASSET TAG #
- The selected Tag number displays.
If the item is bulk, all the tags for this product are listed and
one can be selected from Asset Tag
Search.
STATUS- Status reflects the current situation of an item. When setting
up equipment, the status should be set to A for Active. Valid
status codes as listed in the drop-down list include:
A - Active (Ready to rent, or On
Rent)
D - Disposed (sold)
M - Missing (stolen, borrowed)
R - Repair Shop (in Repair Shop for the long term)
S - Scrapped (this item has been scrapped)
DIVISION- This division is the owning division on the Tag and is used for
depreciation and inventory value reporting.
SERIAL #- Enter the serial number for this rental item. Use up to 20
characters.
This is only relevant to non-bulk equipment or when the Tag is for
a single unit.
DATE ACQUIRED- Enter the date when the items for this Fixed Asset Tag were
purchased.
WARRANTY EXPIRY- This expiration date uses the Date Acquired and defaults
according to the "Number of Days of Warranty" for this product's
group, as established in Equipment Groups.
It can be over-typed as required.
The warranty expiry date is displayed when a non-bulk rental asset
is put on a Work Order.
WARRANTY DEPOT- Enter the warranty depot name. This is an information field
only and defaults from the product group when a new product is
added.
ACCUMULATED ADDITIONS- Accumulated Additions can include any freight, brokerage, duty,
exchange or other items which add to the original purchase cost of
the items.
This field will be updated when entering invoices for inventory
purchases in Accounts Payable.
A window is provided to view the Accumulated Additions details.
FILE ATTACHMENTS- Multiple external documents or images can be associated with
this product when setup in the File
Attachments window.
This field is disabled if there is no attachment directory
defined in Company Miscellaneous
Parameters.
RENTAL INFORMATION- This window can be used to access additional product details
including a conversion factor, rental rates, and security deposit,
as outlined in Rental Information.
BARCODES- Skip this window if your firm does not use barcodes on this
product, or use this window to setup barcodes for the product as
outlined in Barcodes.
REORDER INFORMATION- The the re-order information can be maintained in the Make Model Information window.
Finished?- Click ACCEPT to continue.