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Equipment List Menu Information
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| · | File: Printing and E-mailing of information is found under the File menu.
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| · | Edit:
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| · | Copy is used to copy selected equipment (Qty, Description, Discount & Price) to the Windows Clipboard for pasting into other equipment lists or other applications such as Word, Excel or Outlook. To select equipment for your list, either right click your mouse on each line of equipment or use either the "Select Current Line" or the "Select All" function (see below).
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| · | Copy (in Case) is used to copy selected equipment (Qty, Description, Discount & Price) to the Windows Clipboard for pasting into other equipment lists or other applications such as Word, Excel or Outlook. To select equipment for your list, either right click your mouse on each line of equipment or use either the "Select Current Line" or the "Select All" function (see below). Pasting into other applications will not include the case column, and is used for copying into another HireTrack equipment list.
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| · | Cut will remove selected equipment from an equipment list to the Windows Clipboard.
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| · | Paste - Keep Line Discount will paste equipment from the Windows Clipboard into your equipment list. However, since the duration of the destination equipment list may dramatically vary from the source list, pricing may be different. This choice will price your equipment properly for the period, but it will use the line discounts of the source list.
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| · | Paste - Keep Line Price will paste equipment from the Windows Clipboard into your equipment list. However, since the duration of the destination equipment list may dramatically vary from the source list, pricing may be different. This choice will price your equipment in the destination list exactly as the source list.
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| · | Paste - Keep Equipment Only will paste equipment from the Windows Clipboard into your equipment list. However, since the duration of the destination equipment list may dramatically vary from the source list, pricing may be different. This choice will price your equipment properly in the destination list.
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| · | Select Current Line will select the specified line for copy and paste function. The line will be highlighted with a cyan background to indicate it's selection. This function is also available by right clicking a line of equipment.
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| · | Select All will select all of the lines of the equipment.
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| · | Unselect All will clear the selection of all selected lines.
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| · | Send Selected Out will make an entry in the out column of the number requested for your selected lines of equipment. This is the same as "checking out" your equipment to a customer.
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| · | Return Selected will make an entry in the in column of the number requested for your selected lines of equipment. This is the same as "checking in" your equipment from a customer.
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| · | Copy Shortages to Hire Extn is part of the managing your late returns process. Click here for more information.
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| · | Move Shortages to New Eq List is part of the managing your late returns process. Click here for more information.
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| · | Move Returns to New Eq List is used when equipment is returned early. Click Here for more information.
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| · | Clone List and Open Clone is used to make an exact duplicate of an equipment list within a Job. Click Here For more information on Cloning an Equipment List.
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| · | Clone Header and Open Clone is used to make a new equipment list within a job in which the header is duplicated, but the equipment list has no equipment in the list.
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| · | Keep - Multi-Site Users Only - When a piece of equipment is transferred between warehouses for a Job Transfer, a user has an option of keeping the equipment in the destination warehouse.
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| · | Clear Keep - Multi-Site Users Only - When a piece of equipment is transferred between warehouses, and the equipment has had a "keep" performed (see above), when the keep is cleared, the program will immediately return the equipment to the source warehouse.
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| · | Key Type Pick (F12) - Activates the Key Type Picker
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| · | Set Selected Case - Allows a user to assign a case number to many selected lines of equipment at the same time. When selected, the user is prompted:
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| Enter a Number, and press |
| · | Clear Selected Case - Allows a user to remove a case number from many selected lines of equipment at the same time.
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| · | Depending on whether the Out or In are selected, the barcode field is used to enter a barcode number for either scanning in or out your equipment barcodes. Either scan your equipment with your serial barcode scanner, or simply type the barcode of your item. If you are entering a typecode, then you should enter your typecode, a comma, and the quantity to be checked out (Ex.: 1234, 10).
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| · | When The AutoAdd function is selected a user may open a blank equipment list and begin scanning barcodes or entering typecodes without verification that the scanned equipment is to be added.
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| · | The Read from portable reader activates Eclipse into reading the file that has been imported by your portable barcode scanner. This file location is configured when you install the software for transferring data from your data collector to your computer. If you are using the Palm Pilot Scanner (Symbol SPT-1800) and have scanned equipment from different equipment lists, Eclipse will check out the equipment on those lists without first opening them.
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| · | These selections can also be made from the Equipment List Header.
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| If you have been using Version 1.x of HireTrack Eclipse in the past, and you wish to restore an equipment list which has been archived (the current version archives the entire job), select this choice, and the list will be restored.
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| · | The totals function gives you an overview of the equipment list in 3 areas.
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Total Price Including Tax, VAT, or GST.
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Total Value of the Equipment on this equipment list.
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Total Weight of the Equipment on this equipment list.
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| · | The Quick Invoice function allows a user to quickly create an invoice directly from an equipment list. The information from the equipment is copied directly into the invoice in exact line for line format. This process is usually used for dry hires, where a client requires an invoice very quickly. When selected, the user will have 2 choices:
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| · | Typically, the user will select a Normal/Scheduled - Master Active invoice. For more information on scheduled invoices click here.
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| · | Users: Allows user to change users. See After Installation for more information.
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| · | This Site: See Changing Sites While Logged In for more information.
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| · | Launch: Opens other books.
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