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Equipment is divided into Classifications in order to make it easier for you and your customers to find it. Koala Software supplies LocPlus with some equipment classifications setup. However, every equipment dealer is different. Equipment dealers specialize in different kinds of equipment. That's why setting up and modify equipment classifications is important. You want to make your LocPlus software work the way you want it to and not the other way around.
In order to make your equipment classifications useful, the goal is to design classifications so that reasonable amount of equipment will fall into each class. For example, Plastic Injection Moulding equipment may be a good classification, but if your company only quotes out one piece like that every year or two, it is too specific of a classification to be useful. You don't want to have to look through a list of 200 insignificant classifications 30 times a day if 90 percent of your business is in only 10 or 15 of the them. And think of how much time might be wasted going into dozens of classifications that are normally empty.
On the other hand, Automatic Screw Machinery may also be a reasonable classification, but if 90 percent of your business is Screw Machines, it isn't going to help much to assign almost all of your equipment to the same classification.
Classifications need to be specific enough to break the equipment you work with into manageable sized groups. And remember, you can have a Miscellaneous classification for equipment that you may only quote only infrequently. Classifications may be further broken down into sub-classifications. For example, a classification Grinder may have sub-classifications of Cylindrical, Internal, Surface, Rotary, Other.
Finally, for your most important classifications particularly when you will have more than ten items in the group, you will want to have one or more size parameters. For example, if you typically have 100 metal coil slitters available to quote out it may take a little work to look through the list to find ones suitable for your customer. But since an 18 inch wide slitter is so different than a 48 inch slitter, if you specify the coil width as a size parameter you will be naturally drawn to the section of the list relevant to that customer. In addition, the sheet thickness is a critical parameter. If used as another size parameter, you can easily pare down your inventory of available slitters for a customer that needs to be able to cut 1/4 inch sheet.
You can add or modify LocPlus classifications at any time, but remember that if you change or split a classification you have to reassign any affected equipment. So put a little thought into organizing your equipment classificaitons, particularly the ones most important to you.
Class indexes tab (tan section):
You can also change the order that classifications will appear in LocPlus. You may prefer to put the most important classifications to you at the top of the list. To change the order, use your mouse to click and hold your click on the box to the left of the classification. While holding the click, slide the class up or down to it's appropriate spot.
Index #1 to Index #8:
Item desc tab (tan section):
Item #1 to Item #12:
Desc template tab (tan section):
New Equipment Default Description:
BUTTON: 'View / Edit sub-classes':
An important and useful tool. Plan your classifications, because it is easier to get them right the first time!
Last Updated: 04/09/03
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