- MODEL NUMBER
- Enter the model of this item of up to 15 characters, or select
a standard model number from the "master list" using the Make & Model Search window.
For non-bulk rentals this description is validated against the Model descriptions setup for your firm in the Product Make and Model List and a warning is generated if the description does not conform.
The Model Number can be used in the Inventory Search filters to help find products, and prints on many inventory reports including the spreadsheet output of the Equipment Summary Report and the License Plate Expiry Report.This field is optional for bulk rental products, but is mandatory for non-bulk equipment if the Mandatory Make/Model/Manufacture Date feature is activated in the Company Inventory Parameters.
Note: The Model number is mandatory on a non-bulk rental product for SmartEquip exports and can be updated by an import from the SmartEquip Compliance utility.
This field also becomes mandatory for non-bulk rental equipment and for bulk equipment belonging to a Re-Rent Product Class, when Rouse is activated in the Software Integration.Inspection Forms for Texada Web Work Orders:
When Texada Web is activated in Logistics, and a standard 'Model' from the Product Make and Model Master table has been assigned as its Model Number, then any Inspection Forms flagged to "Assign to WO" in the 'Inspection Forms' window, will automatically be added to a Work Order that is created to service this product.
If there are no 'Inspection Forms' associated with the 'Model' then Group defined Inspection Forms will automatically be added to the Work Order where the form is flagged to "Assign to WO" in the 'Inspection Forms' window on the product Group.
The forms added to each W.O. can be viewed in the Inspection Forms for Work Order window on the document and additional Inspection Forms can be added manually.
MAKE- Enter the make of this item of up to 20 characters,, or select
a standard make description from the "master list" using the
Make & Model Search window.
For non-bulk rentals this description is validated against the Make descriptions setup for your firm in the Product Make and Model List and a warning is generated if the description does not conform.
The Make prints on many inventory reports including the spreadsheet output of the Equipment Summary Report and the License Plate Expiry Report.This field is optional for bulk rental products, but is mandatory for non-bulk equipment if the Mandatory Make/Model/Manufacture Date feature is activated in the Company Inventory Parameters.
Note: The Make is mandatory on a non-bulk rental product for SmartEquip exports and can be updated by an import from the SmartEquip Compliance utility.
This field also becomes mandatory for non-bulk rental equipment and for bulk equipment belonging to a Re-Rent Product Class, when Rouse is activated in the Software Integration.
ENGINE MAKE- Enter the make of engine.
ENGINE SERIAL #- Enter the engine's serial number.
This field applies only to non-bulk items and will be skipped for bulk rental items.This number prints on Inventory Report with License#/Serial#, the License Plate Expiry Report and the Product#/Serial# Cross Ref List when there is no Asset Tag serial number recorded for the non-bulk rental inventory.
Because this number is usually unique, this number is not copied to new inventory if the product is cloned to create a new non-bulk product using Clone Rental & Sales Products.
VIN #- This field only applies to non-bulk rental equipment and can be
used to record the Vehicle Identification Number.
This is a 30 character field and can be used in the Inventory Search filters to help find products.
It prints on the spreadsheet output of the License Plate Expiry Report.Because this number is usually unique, this number is not copied to new inventory if the product is cloned to create a new non-bulk product using Clone Rental & Sales Products.
This number is used in the 'Personal Property Security Register' (PPSR) when the "Activate Contract Detail Additional Options" feature is activated in the Divisional Contract Parameters.
LICENSE PLATE #1- Enter the License Plate number assigned to this item.
This applies only to non-bulk items and will be skipped for bulk rental items.
The License Plate #1 is used by the following programs:
Inventory Search
Product Inquiry By License
Work Order
Inventory Report with License#/Serial#
Inventory Listing Report
License Plate Expiry Report
Rental Inventory Value Report (spreadsheet output)
XML tags are created for Jasper documents so the License Plate 1 can be printed on customized Contracts & InvoicesBecause this number is usually unique, this number is not copied to new inventory if the product is cloned to create a new non-bulk product using Clone Rental & Sales Products.
LICENSE EXP DATE #1- Enter the expiry date for this license plate.
This applies only to non-bulk items and will be skipped for bulk rental items.
An expiry report can be printed from License Plate Expiry Report.
LICENSE PLATE STATE #1- Enter the Province or State where this license is registered or
select it from the drop-down box as setup in Province/State Codes.
This applies only to non-bulk items and will be skipped for bulk rental items.
LICENSE PLATE #2- Enter a second license plate number if applicable.
This information is reflected on the expiry report and can be used in the Inventory Search filters to help find products.
LICENSE EXP DATE #2- Enter the expiry date of the second plate number.
This is information only and is only reflected on the License Plate Expiry Report.
LICENSE PLATE STATE #2- Enter the Province or State where this license is registered or
select it from the drop-down box as setup in Province/State Codes.
This applies only to non-bulk items and will be skipped for bulk rental items.
DATE IN SERVICE- This date only applies to non-bulk items and will be skipped
for bulk rental items.
This is the date when this item went into service in your fleet and is populated by the receipt date when a new non-bulk rental product is received in the Warehouse Receiving. The date can also be entered manually.
This "In Service" date displays on the Work Order header.
This can be different than the Date 'Acquired' on the Fixed Asset Tag.
This Date In Service does not reflect any suspension period allowed for prep time per the Group flag, when activated in the Days On Suspension After Product Received in Company Inventory Parameters.When this date is updated manually or updated by the Restructure Class/Group//Rates/Tag utility using the Product Cost Restructure option, a record is written to the Audit Log for "RSPF_DATE_IN_SERVICE", with dates, operator, and product.
Note: This date or estimated date is mandatory for non-bulk rental equipment when Rouse is activated in the Software Integration.
Additional Information:
- MISSING DATE
- A date when this item went missing can be recorded.
If the item is missing, be sure to change the Status on the Fixed Asset Tag to M - Missing. This applies only to non-bulk items and is disabled for bulk products.- MISSING NOTE
- Enter a comment about this missing item.
Use up to 40 characters. This applies only to non-bulk items.
DATE OF MANUFACTURE- The date that this rental product was manufactured can be
recorded.
This date is displayed in the Inventory Inquiry, and reported on the Book Value Report when all products are included, by Owning Division, not Inventory Location, and the report is printed by Tag, sorted by Product, and on the spreadsheet output of the Equipment Summary ReportNote: The date becomes the model year and is mandatory on a non-bulk rental product for SmartEquip exports and can be updated by an import from the SmartEquip Compliance utility.
This date is mandatory for non-bulk rental equipment when the Mandatory Make/Model/Manufacture Date feature is activated in the Company Inventory Parameters, and also for non-bulk and for bulk equipment belonging to a Re-Rent Product Class, or when Rouse is activated in the Software Integration.
REFURBISH- Uncheck this box if this is NOT a refurbished product.
Check this box if this is a refurbished product.
- REFURBISH DATE
- Enter the date that the equipment was refurbished.
Note: This date is mandatory for non-bulk rental equipment when the Rouse feature is active in the in the Software Integration.
CYLINDER CONTAINS- This field only applies if the cylinder tracking feature has
been activated in the Company Rate
Parameters by assigning a Cylinder Contract Cycle Billing
Day Code.
Refer to the Cylinder Settings section in Company Rate Parameters for an overview and parameter setup information.If this rental product is to be used as a container such as a cylinder or bottle for a consumable sales product, enter the specific sale product that it will contain, or select it from the Inventory Search window.
Multiple cylinder rental products of varying capacities can be linked to the same sales product.
e.g. 40kg, 100kgNote: The consumable sales product can not be a serialized sales part nor a primary sales product that is associated with a secondary product.
- CYLINDER CAPACITY
- Enter the capacity or volume of this cylinder or bottle.
This measurement is used to calculate the price to charge on the invoice for the consumable sales product as several containers can be linked to the same sales product.Selling price = (cylinder capacity * price per unit of sales product) * number of cylinders
Note: If your firm has setup the full price per cylinder as the List Price for a consumable sales product in Sales Inventory, do not also enter the 'Cylinder Capacity' or the price charged will be inflated on the invoice.
FUEL TYPE- Fuel Types are used by 'Texada Web to capture Fuel used
on the Delivery/Pickups that is then billed to the associated
Service or Sales Part, as outlined in the Product Fuel Types window.
Fuel types can also be used find a product in the Inventory Search window using a 'Fuel Type' filter.If a single Fuel Type has been defined in the Product Fuel Types window then that Fuel description is displayed.
If multiple Fuel Types have been assigned, then the number of Fuel Type records is displayed.
Re-Order Information:
- MINIMUM QUANTITY
- Enter the desired minimum inventory quantity for this
product.
This applies only to bulk items and will be disabled for non-bulk items.This is equivalent to the SAFETY STOCK LEVEL and is used for re-ordering.
If inventory order is controlled by location, this becomes the default minimum quantity for the locations in the Re-order by Location window.This value can also be updated from the Edit Min/Max Utility, from the Update Re-Order Min/Max Qty's by Sales History and from the Update Product Min/Max import tool.
MAXIMUM QUANTITY- Enter the desired maximum inventory quantity for this
product.
This applies only to bulk items and will be disabled for non-bulk items.This is used for re-ordering. The recommended re-order quantity will be up to the maximum level.
If inventory ordering is controlled by location, this becomes the default maximum quantity for the locations in the Re-order by Location window.This value can also be updated from the Edit Min/Max Utility, from the Update Re-Order Min/Max Qty's by Sales History and from the Update Product Min/Max import tool.
RE-ORDER MULTIPLE- Enter the standard quantity for re-ordering this product.
This applies only to bulk items and will be disabled for non-bulk items.e.g. If 3 cases are always ordered regardless of the quantity on hand, then the re-order multiple is 3.
It is sometimes necessary to exceed the Maximum Inventory quantity on the Re-Order report, to allow for the Re-Order Multiple.If inventory ordering is controlled by location, this becomes the default Re-Order Multiple for the locations in the Re-Order by Location window.
RE-ORDER BY LOCATION- This applies only to bulk items and will be disabled for
non-bulk items.
Uncheck this box to use the re-order quantities just entered for the entire store for this product, if ordering is NOT done by the individual location for this product.
Check this box to access the re-order by location window for this bulk rental item and click on the
icon to
access the location details in the Re-Order
by Location window.Note: If the primary order Min/Max quantities or Re-Order Multiple is changed for a bulk product that is ordered by location, the option to also update the order by location values is provided in the window as outlined in Update Re-Order by Locations.
RE-ORDER PRICE- This is the price used by the primary supplier when making new
purchases of this item.
Alternate pricing for this and other suppliers can be setup in Alternate Vendor Purchasing, with varying Order Conversions and UOM.
The Re-order pricing is used as the Order Cost when entering a Purchase Order.
If a different Order Cost is entered on a P.O., the operator is prompted to Update Re-Order Cost?
This helps to keeps pricing current.A Reason Code can be required when the price is changed, and an audit record is written to the Product Value Override Report.
RE-ORDER L.C.F.- This factor is used to calculate the Landed Re-Order Cost of
the product in the local currency.
It must be updated manually.
FREIGHT- Enter an optional Freight value if relevant.
This is information only.
ORDER CONVERSION- This value is used to convert the quantity ordered to the
quantity entered into inventory during A/P
Invoices.
e.g. Glasses are ordered by the box of 100, but rented individually.
The order conversion is 100 for 100 glasses in the (1) box.
ORDER UNIT OF MEASURE- The field describes how the product is ordered. Use up to 3
characters.
e.g. BOX, CS (case), PKG (package), DOZ (dozen) or EA (each).
ORDER CODES- Window to access and select P.O. codes as outlined in Product/Group Order Codes.
Note: If no Order Codes are entered for the specific product then Group Order Codes entered in Equipment Groups, for this product's group will apply.
SPECIAL ORDER- Check this box if this product is ordered specially and should
be excluded from the Inventory
Re-Ordering.
Uncheck this box to always consider this product when re-ordering inventory through the Inventory Re-Ordering.
STOP P.O.s- This field can be used to flag products such as discontinued
items, that should no longer be ordered on Purchase Orders.
Uncheck this box if the product is eligible for ordering on a P.O.
Check this box if this product should not be ordered on a P.O.This flag is reflected in the Inventory Inquiry, and is respected for products in the details of the Purchase Orders, in Clone Products, in Generate P.O. From Worksheet, in Purchase Orders created from the Sales Order Totals, and in Purchase Orders created from a Contract using the Contract/Purchase Order Link feature.
NO SALE- This field can be used to identify bulk or non-bulk rental
products that should never be sold on an Invoice.
Uncheck this box if the product is eligible for sale or disposal on an invoice.
Check this box if this product should not be sold, and to trigger an error warning on the Invoice that blocks a sale.This flag is reflected in the Inventory Inquiry, and can be updated in the Update Make/Model Information utility.
INSURED- Uncheck this box if the product is not insured.
Check this box if this product is insured and enter the optional insured value.
This insured value is an alpha/numeric field to accommodate a dollar amount or an insurance code of your making.This flag and value are reflected in the spreadsheet output of the Inventory Listing Report, Off Rent by Contract, Off Rent Summary Report and Off Rent Inquiry.
Measurements:
Product measurements including Length, Width, Height and Weight, can also be updated for non-bulk rental products from the Clone Product Info to Existing Product utility.
Note: The Weight and Cubes values are used by the
WinRoute processing to determine truck scheduling.
For information on Winroute processing, refer the Software Integration.
- LENGTH
- Enter the product length measurement if relevant.
This is information only that can be useful for delivery/pickup shipping.
WIDTH- Enter the product width measurement if relevant.
This is information only that can be useful for delivery/pickup shipping.
HEIGHT- Enter the product height measurement if relevant.
This is information only that can be useful for delivery/pickup shipping.
WEIGHT- Enter the product weight if applicable.
When a new product is added, this value defaults from the Weight as defined in the Groups.
Specific product weights can also be adjusted using Update Product Weight.If the flag in the Company Inventory Parameters is set to display the weight, the total weight of rental and sales products is displayed in the Totals window on each counter document including Contracts, Invoices, Quotes, and Reservations.
The weight total is also displayed on the screen in P.O.s, and Orders, and when inventory is shipped in Record Quantity Shipped By Transfer, and the total shipment weight prints on the packing slip.
The Weight and Cubes values are used by the Winroute processing to determine truck scheduling.The Clone Group Information to Products can be used to copy the weight defined for the Group to the existing products within that Group replacing any existing weight values.
CUBES- This is an optional standard shipping term that can represent a
cubic or volume measurement, or a one-dimensional footprint
measurement such as square feet.
Enter the Cubes value for this product to be used in the Winroute shipping calculation to determine truck scheduling.
Finished?