Add a new equipment
  • 4 Minutes to read

    Add a new equipment


      Article summary

      There are two ways to add new and hired equipment and machinery to your equipment inventory:

      • Manually add equipment one by one - Useful if you have purchased a few pieces of equipment or rented equipment on an ad-hoc basis. You have to choose the equipment type from Linarc's master list and manually enter its details.
      • Bulk add equipment - Useful when you add a large amount of equipment at once. Create a comma-separated values (CSV) file or an Excel file with a list of equipment along with their details and upload it to the company admin console.

      Manually add equipment

      • Log in to the company management console
      • Click ‘Equipment’ on the top, then ‘Addition’ on the left
      • Click the ‘+’ button on the top right

      The 'New Equipment - Details' dialog lets you choose the brand and model of the equipment and enter its details.

      Linarc maintains an extensive list for you to select your equipment model.

      • Enter the search criteria to identify your equipment:
        • Category – Choose the classification of the equipment
        • Type – Select the variety of the equipment under the selected category
      • Click 'Search'

      The list of equipment matching your search criteria is shown:

      You can refine your search to identify a specific brand/model by entering the details like the make, model, or year of manufacture in the 'Search' box

      • Select the equipment you want to add to your inventory.

      The details pane opens on the right:

      • Enter/view the details of the machine under two tabs:

      General Information:

        • Ownership – Choose whether you own the equipment or hired/leased from a rental company
        • Serial number – Enter a number to identify the equipment within your company
        • Date of purchase – The date at which you procured the equipment
        • Cost to company/day – The maintenance cost associated with the equipment, per day
        • Cost to project/day– The running cost of the equipment, if used on a site, per day. This is useful in calculating the operation cost at a project site and adding to the project cost.

      Technical Specifications:

      • Details in this field are auto-populated. You can view the specifications and access the user manual of the equipment from this interface:

      • Click the ‘Save’ button at the top right to add the details
      • Click the ‘Tick’ button on the top right to add the equipment to your inventory

      The equipment is moved to the ‘Active’ tab under ‘Equipment’ and will be available across all your projects.

      • Repeat the process to add more equipment and machinery.
      • Click on the equipment in the ‘Equipment’ > ‘Active’ interface to view its details.

      Bulk add equipment

      The company management console allows you to add a batch of equipment and machinery at once by uploading a CSV or an Excel file.

      The process involves two steps:

      Step 1 - Create a list of equipment

      • Create a CSV or Excel file containing a list of equipment with details of each equipment in a single row

      Create a CSV/Excel file

      • Log in to your company management console
      • Click 'Vendors' > 'Addition' on the left
      • Click the 'Upload' button on the top right

      • Click 'Download file format' to download a blank Excel file containing the required field headers.

      Requirements of the CSV/Excel file

      • Each line in the file should contain one equipment entry
      • There are eleven mandatory fields for each equipment entry:
        • Category - The classification of the equipment
        • Type - The variety of the equipment under the selected category
        • Make - The brand/manufacturer of the equipment
        • Model - The model number of the equipment
        • Year of manufacture - The production year
        • Date of purchase - The date you procured the equipment
        • CDL Class - Type of commercial driver’s license eligible to operate the equipment.
        • Serial Number - A number to identify the equipment within your company
        • Ownership - Whether you own the equipment or hired/leased from a rental company
        • Cost to company per day - The maintenance cost associated with the equipment per day
        • Cost to a project per day - The running cost of the equipment, if used on a site, per day. This is useful in calculating the operation cost at a project site and adding to the project cost.
      • Each line in the file should contain one equipment entry.
      • Add the details of the equipment one by one in each row.
      • Save the file in CSV or Excel format

      Step 2 - Upload the list to the management console

      • Log in to the company management console
      • Click ‘Equipment’ > ‘Addition’ on the left
      • Click the ‘Upload’ button on the top right

      • Drag and drop the CSV or Excel file to the ‘Upload List’ box
      • The pieces of equipment are added to the draft list under ‘Equipment.

      • Click the ‘Tick’ icon at the top right.
      • Your entries are validated and added to the inventory if there are no errors in your list.
      • If there are any errors, like duplicate serial numbers or invalid data, the respective error message is shown:

      You can edit the details to correct the errors in the list and click the tick button again to upload your list. 

      The items are moved to the ‘Active’ tab on the left. They will be available across all your projects.

      • Click on a piece of equipment in the ‘Equipment’ > ‘Active’ interface to view its details.

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