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Equipment Deal Types can automatically update the status and category of linked equipment when a deal is completed.
Instead of updating each equipment record manually after a sale, you can configure the Deal Type so Service Geeni applies the required Equipment Status and Equipment Category automatically.
Availability levels are configured on Equipment Categories and determine whether equipment is available for sale, available for hire or customer owned.
Ensure you have configured:
The Equipment Category access right in Service Geeni allows users to manage classification categories used to organise equipment.
The Equipment access right in Service Geeni allows users to manage equipment records linked to customers, sites, or service operations.
The Equipment Deals access right in Service Geeni allows users to manage equipment sales, leases, or hire transactions.
The Equipment Status access right in Service Geeni allows users to manage lifecycle statuses assigned to equipment.
Configure the Equipment Category
Availability level is configured against the Equipment Category.
Head to the Equipment Records module.
Select a record and click Edit via the Action Tray.
Click the ellipsis in the Category field.
Add or edit the required Category.
Select the appropriate availability level:
Available for Sale
Available for Hire
Customer Owned
The selected value is saved against the category and is used whenever that category is assigned to equipment.
Configure the Deal Type
To configure a Deal Type, head to Equipment Deal Records.
Navigate to the deal information window by creating a new deal or editing an existing one.
Click the ellipsis to open the Details window.
You can configure:
Equipment Status: The status applied when a deal using this Deal Type is completed.
Equipment Category: The category applied when a deal using this Deal Type is completed.
Both fields are optional. You can configure:
Equipment Status only
Equipment Category only
Both Equipment Status and Equipment Category
Neither field
If neither field is configured, completing the deal does not update the linked equipment automatically.
Only active Equipment Statuses and Equipment Categories are available for selection.
Completing a Deal
When an Equipment Deal is completed, Service Geeni checks the configuration on the selected Deal Type.
If an Equipment Status and/or Equipment Category has been configured, Service Geeni automatically updates every equipment record linked to the deal.
Only the configured fields are updated.
For example:
If only Equipment Status is configured, only the status changes.
If only Equipment Category is configured, only the category changes.
If both fields are configured, both values are updated.
Audit Log
Every automatic update is recorded in the equipment record Audit Log.
This provides a record of the change and shows that it was applied automatically when the Equipment Deal was completed.
Good to Know
Equipment records are updated only when the Deal Type has been configured.
If the configured Equipment Status or Equipment Category has been deactivated or deleted, that update is skipped, and the user is notified.
Only the configured fields are updated. Any fields that have not been configured remain unchanged.