Company Setup: Equipment

Navigation Path: Settings (gear icon) > Company Setup > General Setup > Company Details > Equipment

The Company Equipment page allows supplier companies to record and manage the equipment they operate. Information entered here is visible to customers who view the company's supplier profile in the Supply Chain module.

This page is accessible to supplier setup administrators only.

Note: Customers will be able to view information entered on this page.

Equipment List

The page displays a table of all equipment added to your company. By default, the following columns are shown: Category, Equipment Type, Equipment, and Description. Two additional columns — Last Updated By and Last Updated Date — are available but hidden by default. Use the COLUMNS button in the upper right to show or hide columns.

Each row includes an edit (pencil) icon and a delete (trash) icon.

Adding Equipment

1. Click the + ADD EQUIPMENT button in the upper right.
2. Complete all required fields in the inline row that appears.
3. Click SAVE to save the new equipment entry.

Equipment Fields

Category
Required. Select the equipment category from the pre-populated dropdown list. Categories cover a wide range of equipment types used across manufacturing industries.

Equipment Type
Required. Select the equipment type corresponding to the selected Category. Available equipment types are determined by the Category selection.

Equipment
Required. Enter a free-text name or identifier for the specific piece of equipment (e.g., a make, model, or internal designation).

Description
Optional. Enter any additional detail about this equipment entry.

Editing and Deleting Equipment

To edit an equipment entry, click the pencil icon on the row. Update the relevant fields and click SAVE.

To delete an equipment entry, click the trash icon on the row. A confirmation prompt will appear — confirm to permanently remove the entry.

Any additions, edits, or deletions made on this page are reflected immediately on the supplier profile visible to customers.

Access

Supplier Users:

• Setup administrators can add, edit, and delete equipment entries.
• Non-administrator users do not have access to Company Setup pages.

Customer Users:

• Can view supplier equipment from the supplier's profile in the Supply Chain module.
• Cannot add, edit, or delete equipment entries from the supplier's Company Setup page.

If you need access to Company Setup, contact your setup administrator. For help locating your setup administrator, see Finding Your Setup Administrator.