Create a New Unit (Video)
This article explains how new units or equipment (such as tractors, trucks, and trailers) can be added in EMDECS.
Click on the square at the bottom right-hand corner to view the video in full screen mode.
Create a New Unit: Step-by-Step Walkthrough
Units are created and managed from the
Unit Master screen in EMDECS. Follow these steps to add a new unit:
- Open the Fleet menu and select Unit Master.
- The Unit Master will open to the Units tab. Click on New Unit.
- The new unit needs to be linked to the equipment owner. Search for an owner in the Search Owner field. Alternatively, you can click on New Owner to add a new unit owner to your system.
Use the Select button to select an owner from the list.
- Fill out the new unit details and then click OK at the bottom oft he screen to save the new unit. Note - if the unit should b e tied to a PM group or SRT group for service programs, ensure that the appropriate options are selected form the drop down lists.
Create a New Part (Video)
This article and video explain how to create new part numbers in EMDECS. Create a New Part: Video Walkthrough Click on the square at the bottom right-hand corner to view the video in full screen mode. Create a New Part: Step-by-Step Walkthrough Open ...
Unit Status: How to set Unavailable statuses in EMDECS
This article will detail how to edit statuses and how to set the status on a unit in the Gen 2 (KONA) version of EMDECS If you would like Internal Statuses enabled for your corporation, please reach out to the EMDECS Support team at Emdecs Support or ...
Create a New Repair Order as a Service Manager (Video)
Introduction This video and walkthrough explain how to create a new repair order as a service manager, without having it started by a service technician using Tech RO. Video Walkthrough Click on the square at the bottom right-hand corner to view the ...
Service Manager: Create SRT Guides (Video)
Expand the table of contents above to skip to a specific section. Introduction SRTs can be used to create standard repair times and charges. For example, preventative maintenance or other regular, standard repair jobs can be created to keep charges ...
Create Counter Sales (Video)
Introduction Counter sales are used to sell parts to your customers outside of a repair order. This article and video provide a walkthrough for how to create a new counter sale in EMDECS. Video Walkthrough Click on the square at the bottom ...