Adding Equipment

Learn how to add Equipment from Products on Teamleaf

Step-by-Step Guide

Equipment & Stock

Step 1

Go to 'Equipment'

To start, go to 'Stock & Products' on the left sidebar, then click 'Equipment' in the dropdown menu that opens.

Step 2

Click 'Add Equipment'

In the top right corner of the Equipment page, click 'Add Equipment'.

Step 3

Add Title

Next, in the Equipment Form that then opens, enter a name for the equipment in the Title field.

Step 4

Select Product

Next, in the Products dropdown menu, select which product you'd like to use for this equipment.

Step 5

Select Location Type

Next, in the select the type of the location the equipment is in, in the Location Type field.

Step 6

Select Location

Next, you can select which Location you'd like to place this equipment. In my case, I selected User as my Location Type, so I can now pick a user.

Step 7

(Optional) Add Tags, Status & Area

Next, if you wish, you can add tags, a status and an area for the Equipment.

Step 8

(Optional) Add Tag

Next, if you have a scannable tag for this equipment, you can add that here.

Step 9

(Optional) Add Serial Number

Next, you can add a Serial Number for the Equipment (if it has one).

Step 10

(Optional) Add Supplier, Depot, Supervisor and Arrived At

Next, you can select a Supplier for the Equipment, change the Depot, select a supervisor for the Equipment, and enter when it arrived.

Step 11

Click 'Save'

Once you're happy with the information you've entered for the Equipment, click the 'Save' button in the bottom right of the Equipment form.

Step 12

Go to Equipment page

You will then be taken back to the Equipment table where you can see your newly added Equipment. Click the row with your new Equipment to view details.