Enabling Multi-Equipment on the Workshop and adding parts

Modified on Thu, 8 May at 2:36 PM

0:00 Hey guys, how you getting on? Dave Joyce here. What I'm going to go over today is enabling the multi-equipment workshop and adding multiple pieces of equipment to one work order. 0:14 The first things we're going to do is we're going to click on Apps. Click on Workshop. Then we're going to tick Allow Multiple Pieces of Equipment. 0:24 And the Work Order. And hit Save Changes. Now if we go to the Workshop. From here we're going to click Book In. Select our customer. We're going to click in. So these are his active jobs. We can close that off. 0:46 We're going to click Customer Items. Here we're going to add this code out. Broken 1. Hit Save. Next we're going to click Customer Items again. 0:58 And we're going to add Camera System. Broken 2. And we're going to click Save. So that's added multiple pieces of equipment to the workshop. 1:12 from here, I'm going to add a part on and then I'm going to allocate it so that it's linked to the SCODA instead of the Camera System. So we're going to scan a part. To the SCODA, not to the camera system. 1:40 So a little bit of additional work if you're adding the parts at the start on the cloud version. Obviously I could add SCODA, done all the work, then add it the camera system and done all the work. 1:50 But you do have the ability to drag any of the parts around and whatever piece of equipment is before the parts is what that part will get. 2:00 Linked to. This can become very handy if you're clocking time so that you can move the time around as how you want to do it on the report. 2:10 Thanks guys. 0:00 Hey guys, how you getting on? Dave Joyce here. What I'm going to go over today is enabling the multi-equipment workshop and adding multiple pieces of equipment to one work order. 0:14 The first things we're going to do is we're going to click on Apps. Click on Workshop. Then we're going to tick Allow Multiple Pieces of Equipment. 0:24 And the Work Order. And hit Save Changes. Now if we go to the Workshop. From here we're going to click Book In. Select our customer. We're going to click in. So these are his active jobs. We can close that off. 0:46 We're going to click Customer Items. Here we're going to add this code out. Broken 1. Hit Save. Next we're going to click Customer Items again. 0:58 And we're going to add Camera System. Broken 2. And we're going to click Save. So that's added multiple pieces of equipment to the workshop. 1:12 from here, I'm going to add a part on and then I'm going to allocate it so that it's linked to the SCODA instead of the Camera System. So we're going to scan a part. To the SCODA, not to the camera system. 1:40 So a little bit of additional work if you're adding the parts at the start on the cloud version. Obviously I could add SCODA, done all the work, then add it the camera system and done all the work. 1:50 But you do have the ability to drag any of the parts around and whatever piece of equipment is before the parts is what that part will get. 2:00 Linked to. This can become very handy if you're clocking time so that you can move the time around as how you want to do it on the report. 2:10 Thanks guys.

In this guide, we will walk you through the steps to enable the multi-equipment workshop feature in Turbo Inventory, and show you how to add multiple pieces of equipment to a single work order. This feature makes it easier to manage and track multiple items under the same work order.

1. Enable Multi-Equipment Feature

To get started, you'll need to enable the ability to add multiple pieces of equipment to a work order.

Navigate to Apps in the main menu.
Click on Workshop.
Check the box next to Allow Multiple Pieces of Equipment in the Work Order.
Click Save Changes to apply the setting.

2. Booking In a Work Order with Multiple Pieces of Equipment

Once the multi-equipment feature is enabled, you can start adding multiple pieces of equipment to a work order.

Go to the Workshop module and click on Book In.
Select the customer for whom you want to create a work order.
Click Book In to open their active jobs.
Close the active jobs window to proceed.

3. Adding Multiple Pieces of Equipment

Now, you can add multiple pieces of equipment to the work order:

Click on Customer Items to add equipment.
Enter the details for the first piece of equipment (e.g., SCODA, Fault: Broken 1) and click Save.
Click Customer Items again and add the second piece of equipment (e.g., Camera System, Fault: Broken 2) and click Save.

This will add both pieces of equipment to the same work order.

4. Adding and Allocating Parts to Specific Equipment

Once you have added your equipment, you can add parts to them:

Scan a part and allocate it to the correct piece of equipment (e.g., allocate the part to SCODA instead of the Camera System).
If needed, you can move parts between equipment. For instance, if a part is added to the wrong piece of equipment, you can drag it to the correct one.

This flexibility allows you to easily manage parts across multiple pieces of equipment in a single work order.

5. Managing Time Entries for Multiple Equipment

When working with multiple pieces of equipment, you can also track time and move time entries between equipment. This becomes useful when you need to allocate work time accurately in reports.

As you work, you can drag time entries between the pieces of equipment, ensuring that the time is linked to the correct item.

6. Cloud Version Workflow

If you are using the cloud version of Turbo Inventory, there may be additional steps when adding parts at the start. You could add the SCODA equipment, complete the tasks, and then add the Camera System and complete those tasks as well. The system allows for flexibility in managing both equipment and parts.

Conclusion

Enabling the multi-equipment feature in Turbo Inventory allows you to efficiently manage multiple pieces of equipment under a single work order. By following these steps, you can easily add, allocate, and track parts and time for each piece of equipment, making your workshop operations more streamlined and organized.