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Adding Accessories to Equipment in eAutomate

It's important to include the accessories for a piece of equipment on the accessory tab of the equipment record. This helps to not only verify all added items to a base machine but is critical for admin staff to ensure that proper supplies are sent. Knowing which finisher is attached to a copy machine will ensure that the proper set of staples is sent out when the client orders them.

First, the model of the equipment record must be set as a host, in order for accessories to be added to the equipment. On the model record, make sure that the box for Host is checked (1):

model_set_as_host.jpg 

To add accessories to equipment in eAutomate:

Open the Edit Accessories window.

You can open this window either by highlighting the equipment (1) you want to add the accessories to in the list view and then clicking on the accessories button (2):

 open_from_list_view.jpg

Or, you can open the equipment record, click on the Accessories tab (1) and then click on the Edit Accessories button (2):

 edit_access_from_equip_tab.jpg

Once you have the accessories window open, click on the Add button to add accessories to the equipment record.

add_acc_button.jpg

Choose either Equipment or Item from the Type dropdown menu to set which type of item to add.

Adding Equipment will show the Equipment drop-down list, if you chose Item in type, it will the item dropdown list. 

Choose the Equipment or Item you wish to add as an accessory and then click on the OK button to add to the equipment record.

To link accessories from the Equipment sales order:

Even though you designate the relationship of host and accessories on the sales order, you still need to attach accessories using the equipment accessories functionality. 

To get to the edit accessories pop up, when fulfilling the order you have the edit the equipment record, and the linked accessories will appear. You will need to approve the addition of the accessories to the equipment record:

approve_access_from_sales_order.jpg

Consuming Accessories:

To allow for accessories to be consumed on host equipment, first you need to set this up in Options. Go to Options, Equipment (1) and then under the Accessories section (2) check the options for allow accessory consumption of serialized items and non-serialized items:

acc_consump.jpg

The consumption process completely removes the items from inventory and adds the cost of the consumed items to the host equipment item. Consumed items do not show on sales invoices or orders when added to the order/invoice. 

If you are not consuming accessories, e-automate transfers items from their current inventory location to the host equipment location upon association or the assembled bin based on your configuration.

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