Add equipment

Equipment types and units

An equipment type is a kind of item, such as a standard wheelchair. A unit is a particular wheelchair identified by its own barcode.

Open Equipment, then choose Add equipment. You can start from the website or the iPhone app.

Choose how to track it

• On the website, Individual units with barcodes lets you enter one unique code per line in Unit barcodes.
• On iPhone, Individual units with barcodes lets you type or scan a Unit barcode. Select Add barcode to list for each additional label. The last code in the field is included when you save.
• Interchangeable items by quantity is for equipment that can be counted without identifying every item. Enter the Quantity ready to rent.

Use existing barcode labels where practical. A code must identify one unit in your workspace. Avoid reusing the same code for different equipment.

Choose the return rule

Use Clean before renting again for equipment that needs cleaning after return. Returned equipment in Cleaning or Repair cannot be checked out until someone marks it ready.

Save and try a rental

Select Add equipment for a new type. To add stock to an existing type on iPhone, open its detail, choose Add more equipment, enter unique barcodes or Quantity ready to rent, then select Add stock. The existing name, tracking mode, and cleaning rule stay the same. On iPhone, the server must confirm the save before the equipment appears. If the connection drops, retry the unchanged form so the same request is not duplicated. Open the equipment detail to review readiness. On the website, use Reserve equipment from that detail. On iPhone, open Rentals and choose New rental. On the website, a specific unit can also be held with Reserve this unit.

For a larger starting list, use Import and review the proposed records. QuickBooks catalog import is available through QuickBooks settings, where the connection remains read-only.