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Equipment Type

Warren Hamilton
Warren Hamilton
  • Updated

Facilities & Maintenance/ Introduction

The Equipment Type function permits the user to setup an equipment classification system. This type of ERP allows customers to track all office, warehouse, distribution center or retail store equipment as part of their inventory. It will be superseded by Space Type if the Commercial Property Management object is also installed as part of the system. 


  1. Existing Business Entity.
  2. Existing Customer Account.
  3. Existing Location Type.


Fig. Equipment Type Workflow


Step Process

  1. From the homepage, go to module menu option.
  2. Navigate to "Asset & Maintenance > Asset > Equipment Type".
  3. The default equipment types are pre-set in the system. To create a new equipment type to be used, click on ”Create New”.
  4. Enter the equipment name and click “Save” when done.


If the user selects 'no' under the 'physical equipment' heading, the system will put the item under the grouping category. E.g. Air-Conditioning and Mechanical Ventilation (ACMV) are classified as a 'no' category physical equipment. When creating a new type of equipment, the new equipment will be created to belong under ACMV by default.  As such, it will ease the selection during the Work order module or any documents requiring equipment selection.

Next Steps

Related Articles

  1. Equipment Type
  2. Equipment Decommission

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