How to Quickly Add Equipment In Service Manager

At Acumen, we work with a lot of companies that need a software solution for field service, contracting, job cost management, preventative maintenance, and general equipment servicing.  One of the most important tools we use to help those companies is the Technisoft Service Manager suite for Sage 300 (Accpac).

So in this helpful tip, we’ll show you how to quickly add equipment to a site profile using the Multi New Equipment feature in Service Manager.

When Do I Use This Tip?

We’ve worked with a number of clients over the years that are unable to get an electronic file that contains their equipment information. They may be migrating from a manual paper-based system previously or may have chosen to collect information about equipment on the fly.

If you’re a service company, this equipment might be yours that you keep at a customer site or it may be the customer’s equipment that they want to track history and maintenance on.

Whatever the reason, if you can’t get the equipment data in electronic format, you’re forced to do a bit of manual data entry.  If that’s the case, this tip will help you streamline the process and minimize keystrokes.

How to Add Equipment Quickly

When you’re forced to add equipment manually, the Multi New Equipment tool in Service Manager can really help to speed things along.

Here’s how it works.

As you may already know, a piece of equipment needs to be attached to a site.  Start by clicking the Site Profile icon, then the Finder tool to pull up a specific site.

Next, click the Equipment button in the bottom right-hand corner to show a summary of equipment that’s currently set up at that site.

At the top center, click the Multi New button.  This tool allows you to quickly enter equipment using only an existing model code and a serial number (note: in order for this to work, you must have the “auto numbering of your equipment” option enabled).

From the Insert Multiple Equipment screen that pops up next, use the Finder tool to select a particular model. Then, you simply start entering serial numbers and click the Add button for each new piece of equipment you want to add to that site.

Once you’re finished entering the new equipment, click the Accept button at the bottom left to save your work and confirm Yes when asked ‘are you sure you want to continue.’

Now you’ll see that all of the equipment you just entered is now added to the site.

Transferring Notes From the Field

This method of quickly adding equipment to Service Manager can be useful when you have techs that are out in the field collecting information about equipment on a work order/ticket, write it up manually, and then bring it back to the office. The person that then transfers that hand-written equipment information from the work ticket to the Service Manager software will appreciate the speed and simplicity of the Mutli New Equipment feature.

Video: See It In Action

To watch a demonstration of this process, take a look at this video recording.

Still Have Questions?

If you need help with equipment management or have questions about Technisoft Service Manager or Sage 300, click below to get in touch. One of our friendly consultants will follow up.

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By | 2017-05-23T03:39:17+00:00 July 18th, 2016|Sage 300, Service & Repair|0 Comments