[All apps] How to create equipment

Knowledge base
1

Onix offers several ways to register equipment, depending on your workflow, which app you use, and where the equipment information comes from.

This article covers all equipment-creation methods in the Onix ecosystem.

Method 1: Create manually

You can create one equipment at a time in Onix Work, Onix Worker, or Onix Inspect.

  1. Go to Equipment module.
  2. Select + New (for Onix Work). Select + (for Onix Worker and Onix Inspect).
  3. Enter equipment information.
  4. Click Create.

:information_source: Tip: Select a product to auto-fill fields with predefined default values for the equipment. Products act as templates that carry default equipment details, job intervals, properties, and more.

If the equipment is linked to a product, the required fields follow the rules defined for that product.

Method 2: Create copy

You can duplicate an existing equipment instead of entering its information from scratch. This is available in Onix Work, Onix Worker and Onix Inspect.

  1. Open the equipment you want to copy.
  2. Select Create copy. To see this action in Onix Worker and Onix Inspect, select + button at the bottom.
  3. Enter information for the new equipment.
  4. Click Save.

Method 3: Create multiple equipment at once

You can create multiple equipment simultaneously from Onix Inspect and Onix Worker with:

  • Different serial numbers and one batch number, or
  • Different batch numbers and no serial number.

The new equipment share the same information in most fields, except for serial or batch numbers, which must be unique.

  1. Go to Equipment module.
  2. Select +.
  3. Click the three-dot button in Serial no. or Batch no. field.
  4. Enter numbering values.
  5. Click Save.
  6. Fill in other equipment information.
  7. Click Save.

Method 4: Bulk import equipment using .csv

Use this method to import a large number of equipment at once. Onix Work will send you a notification email when the import finishes.

  1. Go to Settings > External data-sources > Import equipment.
  2. Click Launch wizard.
  3. Click Import file template to download it.
  4. Enter equipment data in the downloaded file then save it as CSV. Control category and Serial no. (or Batch no.) are mandatory fields.
  5. Click Browse to upload the import file.
  6. Choose field separators.
  7. Click Next.
  8. Edit field mapping.
  9. Verify the data if needed.
  10. Once done, click Start import.

:information_source: Note: To correct equipment you already imported, re-import a .csv file using the same Import ID for each item, and map the Import ID field during “Edit field mapping” step.

Method 5: Create equipment through order processing

If you order equipment from another member company, that company creates the equipment for you as the supplier and delivers it through the Orders module. Supplier license is required for access to the Orders module.

  1. Go to Orders module.
  2. Select + New.
  3. Enter order information and select Create.
  4. Open the order and go to Order lines tab.
  5. Select Add order line.
  6. Select a product to add.
  7. Enter order line information and select Save.
  8. Open the order and go to Numbering tab.
  9. Enter the numbering values and select Save.
  10. Once done, select Process order or Process order line.

:information_source: Tip: Select Auto-fill to number multiple items at once.

Method 6: Create equipment via Onix API

Option A: Create single equipment

Create equipment using endpointPOST /v1/equipment

Option B: Create multiple equipment through order processing

Onix API lets suppliers create a large amount of equipment with less manual effort than working directly in Onix Work.

  1. Create order: POST /v1/orders
  2. Create order line: POST /v1/order-lines
  3. Number order line items: POST /v1/order-lines/items
  4. Update properties and form properties: POST /v1/order-lines/properties and POST /v1/order-lines/form-properties.
  5. Go to Onix Work to review and process order.

:information_source: Note: Full field references, request/response examples, and authentication steps are in the source articles linked below - this article only summarizes the workflow.

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