Equipment Listing

Data Source: CGIBASE

To open the Equipment Listing screen, click the Equipment Profile link on the Product Support Quick Links screen, Management Central Quick Links screen, or Customer Portal screen.
-or-
Click the View Detail icon next to the Trade in Inventory field on the Sales Support Portal screen.

The Equipment Listing screen allows you to search for equipment, add equipment to an invoice and create a new equipment profile.

For information on searching methods, please consult this document.

Note:  When searching for an equipment profile enter the appropriate search criteria. If only one profile entry is found, the system will automatically open the Machine Profile screen displaying the corresponding equipment profile.

Move the cursor over the Chevron and select either Save Defaults or Reset Defaults from the drop down list to save or reset your search field defaults.

Note:  This option is not available when accessing the Equipment Listing screen through the Customer Portal.

The following sorting options appear on the Equipment Listing screen:

Note:  Sorting options will not appear when accessing the Equipment Listing screen through the Customer Portal.

Sort by
Field	Description
Stock Number	Sort the search results by stock number.
Make/Model	Sort the search results by make/model.
Hours	Sort the search results by meter hours.
Group	Sort the search results by group code.
Serial Number	Sort the search results by machine serial number.

The following are the different status options for selecting equipment:

Status
Field	Description
All	Search through all status options for the selected unit.
Invoiced	Search Invoiced equipment status (the unit has been invoiced to a customer) for the selected unit.
Inventory	Search Inventory equipment status (the unit is physically in stock) for the selected unit.
On Order	Search On Order equipment status (the unit is on order with the supplier) for the selected unit.
Sold	Search Sold equipment status (the unit is physically in stock and has been tagged for a particular customer) for the selected unit.
Pre Sold	Search Pre Sold equipment status (the unit is on order with the supplier for a specific customer) for the selected unit.
Rental	Search Rental equipment status (the unit is a rental unit) for the selected unit.
Quote	Search Quote equipment status (the unit is being priced for a customer) for the selected unit.
Transferred	Search Transferred equipment status (the unit has been transferred to another dealer) for the selected unit.

The following search fields appear on the Equipment Listing screen:

Field	Description
Select Stock Number	Search for a stock number by entering a stock number.
Select Make/Model	Search for a stock number by entering a make/model code.
Select Customer Number	Search for a stock number by entering a customer number.
Select Supplier Invoice	Search for a stock number by entering a supplier invoice number.
Select Fleet #	Search for a stock number by entering a fleet number.
Select Salesperson	Search for a stock number by entering a salesperson.
Select Class	Search for a stock number by entering a class code.
Select Location	Search for a stock number by entering a branch location.
Select Group	Search for a stock number by entering a group code.
Select In/Out	Search for a stock number by selecting either in or out traffic status from the drop down list.
Select Type	Search for a stock number by selecting an equipment type from the drop down list.
Select Base Number	Search for a stock number by entering a base number.
Select Options	Search for a stock number by entering an equipment option. Search for equipment featuring all selected options, leave the (OR) check box unchecked. If the box is checked, the search will find all equipment that has any one, or any combination, of the selected options.
Select Serial Numbers	Search for a stock number by entering a serial number.
Show Extended Information	If selected displays extended information on the selected stock number. See the Show Extended Information table for more information.

The following fields appear on the Equipment Listing screen:

Field	Description
Stock Number	The unit's stock number.
Description	A brief description of the unit.
Location	The branch location where the unit is current located.
Type	The unit's type code (e.g. New or Used).
Group	The unit's group code.
Make/Model	The manufacturer of the unit. The model number on the unit.
Serial Number	The unit's serial number.
Customer Fleet#	The unit's fleet number. Note:  This field will appear only when filtering the search results for Invoiced units.
Reserved	The date the unit was reserved from the manufacturer. Note:  This field will appear only when filtering the search results for On Order or Presold units.
Hours	The amount of hours currently on the unit's hour meter.
Price/ Cost/ Sales Cost/ Reference	The value of the unit. The value that is displayed will vary depending on the option that is selected in the Price To Load On Equipment Listing Screen switch in security system 800. Note:  See the Authorization List for Product Support - Equipment Profile screen help topic for more information. Note:  If the value displayed in this field is highlighted, it denotes that there are attachments associated to the selected unit.

Note:  Displayed information in these fields can change depending on your Field Security settings. Click here for information on Field Security settings

The following fields will appear when the Show Extended Information checkbox has been selected:

Extended Information
Field	Description
Customer	The name of the customer who purchased or rented the unit last. When a unit is rented or invoiced the system automatically enters a name.
Yard Location	A designated physical location within the selected branch.
Date Sold	The date the unit was sold.
In/Out	Whether the unit is in the branch (in) or not in the branch (out). The Traffic Sub Code will appear next to the In/Out field value.
Model Year	The model year of the unit.
Hours 2	If available, the amount of hours currently on the second hour meter on the unit.

Note:  In order to optimize the time it takes to get results back on this screen, please ensure that your selection is appropriate. For example setting a date range back multiple years will impact on how quickly the results will come back, so you are better to narrow down your selection as best you can to ensure optimal response time.

Click a Stock Number to open the Machine Details screen.

Click the Need to create a new machine? Click here to add link to add a piece of equipment.

Click the Copy a piece of equipment link to copy a piece of equipment.

Click the Quick add on order units link to create a profile for an equipment unit on order.

Click the Delete Quick Add unit link to delete invoiced equipment units.