Adding Equipment
Learn how to add Equipment from Products on Teamleaf
Adding Equipment
Learn how to add Equipment from Products on Teamleaf
Step-by-Step Guide
Equipment & Stock
1
Go to 'Equipment'
To start, go to 'Stock & Products' on the left sidebar, then click 'Equipment' in the dropdown menu that opens.
2
Click 'Add Equipment'
In the top right corner of the Equipment page, click 'Add Equipment'.
3
Add Title
Next, in the Equipment Form that then opens, enter a name for the equipment in the Title field.
4
Select Product
Next, in the Products dropdown menu, select which product you'd like to use for this equipment.
5
Select Location Type
Next, in the select the type of the location the equipment is in, in the Location Type field.
6
Select Location
Next, you can select which Location you'd like to place this equipment. In my case, I selected User as my Location Type, so I can now pick a user.
7
(Optional) Add Tags, Status & Area
Next, if you wish, you can add tags, a status and an area for the Equipment.
8
(Optional) Add Tag
Next, if you have a scannable tag for this equipment, you can add that here.
9
(Optional) Add Serial Number
Next, you can add a Serial Number for the Equipment (if it has one).
10
(Optional) Add Supplier, Depot, Supervisor and Arrived At
Next, you can select a Supplier for the Equipment, change the Depot, select a supervisor for the Equipment, and enter when it arrived.
11
Click 'Save'
Once you're happy with the information you've entered for the Equipment, click the 'Save' button in the bottom right of the Equipment form.
12
Go to Equipment page
You will then be taken back to the Equipment table where you can see your newly added Equipment. Click the row with your new Equipment to view details.
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