Equipment Pools
2min
Use the equipment pools feature to manage non-serialized equipment, such as cable cords, as a single record of identical, non-serialized equipment units. Equipment pools eliminate the need to create individual records for each unit, saving time and database space. Use cases include:
- When you don't need to track the specific location of each unit within the pool.
- When all units within the pool are considered functionally equivalent.
Benefits
- Simplify your equipment database by avoiding duplicate records for identical items.
- Track the total quantity available within the pool instead of individual units.
- Loan or reserve equipment from the pool without needing to specify a specific unit.
- When creating an Equipment record, check the Equipment Pool checkbox to designate it as a pool of identical items.
- Instead of individual serial numbers, the system uses a "Quantity on Hand" field to track the total number of units available within the pool.
- When loaning or reserving equipment from a pool, you specify the desired quantity rather than a specific unit.
- Click the Save button to finish.