Creating and Managing Manufacturers
Who is this article for?Users who are responsible for Manufacturer entries.
Equipment Administrator(EQADM) permissions are required.
Manufacturer records are a way to store information about organisations you receive your equipment from. This article will walk you through how you can administer these entries.
1. Accessing Manufacturers
To access Manufacturer records:
- Navigate to Equipment Manager.
- Select Manufacturers.
You should see a list of existing Manufacturer records.
If you cannot see the search fields, select the Expand icon.
You can also use the Name field to refine the results. Check the Include inactive box to show inactive records in the results.
Additionally, each column header can be selected to arrange the results in ascending or descending order.
2. Creating Manufacturers
To create a new Manufacturer record:
- Click the Add New icon.
This will reveal a blank Manufacturer details screen. - Complete the mandatory Name field.
- Provide an optional Description.
- Enter optional Address information.
- If the Owner is different from yourself, select the relevant Owner(s) via the dropdown box.
The radio buttons below allow you to choose between a single user or a group. - Click Save to confirm.
3. Amending Manufacturers
To amend an existing Manufacturer record:
- Select the relevant Manufacturer from the list.
This will reveal the Manufacturer details screen.
- Amend details as required.
- Click Save to confirm the changes.
Looking for a changelog?
You can view the full history of changes made by selecting the Audit Trail icon in the header bar.
4. Associated Equipment Models
The Equipment Models tab will be populated with any Equipment Models that are associated with this Manufacturer.
Selecting an item from the list will reveal the relevant Equipment Model details.