Equipment Search

To open the Equipment Search screen, tap the Menu icon from anywhere within the application and select Equipment> Equipment Search from the drop down list.

Use the Equipment Search screen to search the equipment inventory at your dealership using Keywords, search criteria or by scanning a bar code.

Topics in this section are:

Scanning Bar Codes

Click the bar code icon to use your device's camera to scan a bar code. If requested, you must grant permission to use the device's camera for this functionality. Follow the on-screen instructions to scan the code.

The Equipment Search screen refreshes with the results. If there is only one result, ID MobileAccess shows the Equipment Details screen for that result.

Using Filters

Click the filter icon to refine your search using filters.

Click the button to open a Lookup screen for that field.

To search with the applied filters, tap the Apply Filter button.

The filter criteria are:

Field Description
Status

The status of the unit:

  • Invoiced— The unit has been invoiced to a customer. The status code is automatically changed to "Invoiced" when the sales invoice is processed by the billing system.

  • Inventory— The unit is physically in stock.

  • On Order— The unit is on order with the supplier. Stock numbers can be changed if a user changes the status of a unit from On Order to Pre Sold.

  • Sold— The unit is physically in stock but is being held for a specific customer. Once the billing system processes the invoice that the unit has been sold on, the status changes to "Invoiced".

  • Pre-Sold— The unit is on order with the supplier and will be reserved for a specific customer when it arrives at the dealership.

  • Rental— The unit is a rental unit.

  • Quote— The unit is being priced for a customer.

  • Transferred— The unit has been transferred to another dealer. The current cost must equal the net book value and the current cost and net book values must both be equal to either the original cost or zero before the status may be changed.

  • Deleted— The unit is to be deleted from the inventory file. The current cost must equal the net book value and the current cost and net book values must both be equal to the original cost before the status may be changed.

    When a unit is assigned a status of Deleted, the unit is deleted from the equipment file the next time a database reorganize is run.

Location The location where the unit is located.
Make The manufacturer of the unit.
Model The model number of the unit.
Group

The group code associated with the unit.

Group codes are used in the Equipment Profile as a way to separate various groups of equipment for reporting and searching purposes.
Stock Number The unique identification number for the unit in IntelliDealer, as assigned by the dealership.
Serial Number The unit's serial number, as assigned by the vendor.
Type The unit's type code, either New, Used or Traded.
Base

The base number code of the unit.

The base number along with the option(s) numbers define the makeup of the unit (Description, Make, Model, Group, Price, Cost, and Class) within the system.

Options Displays whether the unit also includes an additional option. (bucket, shovel, etc.)
In/Out Indicates whether the unit is in or out of the dealership. This field is maintained through the traffic system.
Last Counted Before The date the unit was last counted.

The Equipment Search screen displays the following information about current equipment inventory:

Field Description
Stock Number

The unique identification number for the unit in IntelliDealer, as assigned by the dealership.
Description

A brief description of the unit.
Make / Model

The manufacturer of the unit and the model number of the unit.
Serial Number

The unit's serial number, as assigned by the vendor.

If this is an internal stock number (for example, a generic internal unit used for monthly Work Orders) "NA" or "N/A" is displayed in this field.

In/Out

Indicates whether the unit is in or out of the dealership.

This field is maintained through the traffic system.
Price With Options

The current cost of the unit. This value is the original cost plus any charges or credits that have been posted to an inventory account using the stock number of this unit.
Status

The status of the unit. Can be one of:

  • Invoiced— The unit has been invoiced to a customer. The status code is automatically changed to "Invoiced" when the sales invoice is processed by the billing system.

  • Inventory— The unit is physically in stock.

  • On Order— The unit is on order with the supplier. Stock numbers can be changed if a user changes the status of a unit from On Order to Pre Sold.

  • Sold— The unit is physically in stock but is being held for a specific customer. Once the billing system processes the invoice that the unit has been sold on, the status will change to "Invoiced".

  • Pre-Sold— The unit is on order with the supplier and will be reserved for a specific customer when it arrives at the dealership.

  • Rental— The unit is a rental unit.

  • Quote— The unit is being priced for a customer.

  • Transferred— The unit has been transferred to another dealer. The current cost must equal the net book value and the current cost and net book values must both be equal to either the original cost or zero before the status may be changed.

  • Deleted— The unit is to be deleted from the inventory file. The current cost must equal the net book value and the current cost and net book values must both be equal to the original cost before the status may be changed. When a unit is assigned a status of Deleted, the unit is deleted from the equipment file the next time a database reorganize is run.

Type

The unit's type code; either New, Used or Traded.
Location

Where the unit is located.