Smart Equip Setup in Point of Rental 

Overview

This article will explain how to set up Smart Equip in your Point of Rental software.

Topics in this article include:

• Automatic report
• Item file
• Security settings in Expert
• Security settings in Elite

Automatic report

The first thing that you’ll need to do is set up the Fleet Export Report or Part Location.

1. If you are in Expert, go to Program Menu > Configuration > Reports and Notifications > Automatic Reports. If you are in Elite, go to Configuration Gear > Core Options > App Configuration > Reports and Notifications > Automatic Reports.

2. Click Add and enter the following information in the Reports Tab:

Description: SmartEquip Export

Store: 000

Set PDF Save: Daily

PDF File Name: SmartEquipExport.csv

3. Now click on Details and then click on Reload Params. 

4. Fill in the fields as follows:

a. Leave StoreName Blank

b. UnitID can be set to one of the following

Part Number

Item Number

Item Key (Set as Default)

c. Export: True

d. Rental/Part – Set it depending on what report you are setting up

Item file

In Point of Rental, you will need to set up a few items so that Smart Equip knows about the Parts to get.

1. Go to File Maintenance. If you are in Expert, you can find this at Program Menu > File Maintenance > Item File. If you are in Elite, go to Configuration Gear > Core Options > File Maintenance > Item File.

2. Under the Asset Tab, make sure that you have the following information:

Model

Manufacturer

Serial Number 

Item

Part Number

Security settings in Expert

For Expert, you will need to set up the following Security Settings under the Employee Security tab.

To do this, go to Program Menu > Security > Employee Security > Security tab.

Smart Equip Role - This is where you set the smart equip group for the employee (see Smart Equip article for more details).

Smart Equip PO Submit - Checking the box allows the employee to approve Purchase Orders from Smart Equip.

Maximum PO Value - This is the maximum Purchase Order amount that this employee can write in Point of Rental. Any PO over that amount will need to get approval. 

Security settings in Elite

For Elite, you will need to go to the Operator setup and then Security to make sure you have access.

1. Operator Setup

a. Make sure you have selected All from the drop-down menu next to the search bar and then search for the employee. Click on their name.

Note: If you are not on Version 2021.13 or later, you will have to select Operator from the drop-down menu and then search for the name of the employee.

b. Click the  Button and go to the Security tab.

c. Under Permissions, make sure that the following is correct:

Smart Equip Role - This is where you set the smart equip group for the employee (see the Smart Equip article for more details.

Smart Equip PO Submit - Checking the box allows the employee to approve Purchase Orders from Smart Equip.

Maximum PO Value - This is the maximum Purchase Order amount that this employee can write in Point of Rental. Any PO over that amount will need to get approval. 

In the Information Tab, you will also need to Select the stores that you need access to in the TimeClockStoreId Section. 

2. Security

Go to Configuration Gear > System > Security > Purchase Orders.

Make sure that your Operator has the correct permissions for purchase orders.

Related articles

SmartEquip
Smart Equip Installation Guide