EQUIPMENT BALANCES

EQUIPMENT BALANCES

OVERVIEW 

The Equipment Balance Report provides comprehensive tracking of equipment transactions between your business and other locations. This report displays all transactions based on your configured Equipment Types, enabling you to:

•    Monitor equipment you owe to other businesses

•     Track equipment due to be returned to you

•     View transaction history by location

•    Identify equipment balances across all receiving business locations


1. To see the equipment balances page go to Reports > Operational Tasks > Equipment Balances.
NotesTo see the Equipment Module, make sure that you enabled it, to do it, go to Configuration > TransVirtual Account > Rates and Modules.

2. While navigating to the equipment balances page, you will see a screen as shown below.



3. This page allows you to filter through your Equipment Types and see all transactions made using that Equipment Type. The Location name listed is the business that the transaction was made against.

STEP-BY-STEP INSTRUCTIONS

1. You can add a new equipment transaction to this list by clicking on the   in the top right-hand corner of the window. 
2. After clicking, a pop-up window will appear. Fill in the equipment transaction details and then click Create to save it. 
3. You can filter this list by Equipment Type and/or Headport. 
4. To filter by Equipment Type, click the below section located at the top of the page:

                                                                  

5. This will require that you have Equipment Types setup in your account. Click here for further information on how to set these up. 
6. To filter by Headport, simply use the filter top-right of the page as shown below.
                                                                                                

7. Filtering by Headport allows you to see transactions made in the selected Headport - doing so can return you valuable information.  This will require that you have Headports configured in your account - Click here for further information on this if required. 
8. You can Download or Print this list by clicking on the   located top-right.
9. You can also export the results from the grid using the export button at the bottom-left of the page, this function gives you the data listed from the grid above.
                                                                                                                                   


10. Double-click on an entry or row to get more in-depth information about that transaction as shown below.
                                                                                    

11. Clicking this will provide a screen as shown below.
                  

NOTE

1. Double clicking on a location and looking at their transaction history, you will see this field:
                                             
                                


Transaction Type

Description

Exchange to Entity (Off)

Equipment you are physically transferring to a customer or receiver.

Exchange to Entity (On)

Equipment that the receiver is giving back to you.

Customer Owned

Specialized equipment types that the customer or receiver owns.

Example: Kegs placed on special plastic pallets owned by the customer for keg-based deliveries.

Transfer to Entity (Off)

You are electronically transferring equipment to a customer or receiver's account. They may be charged for these items if required.

Transfer to Entity (On)

A customer or receiver electronically transfers your equipment, and you may be required to pay for these items if applicable.

2. The below may prove useful: