# Manage equipment with equipment groups

**URL:** <https://community.onix.com/t/manage-equipment-with-equipment-groups/2189>\
**Category:** Knowledge base\
**Tags:** official, all-apps\
**Created:** [October 16, 2025, 10:51am UTC](https://community.onix.com/t/manage-equipment-with-equipment-groups/2189 "2025-10-16T10:51:23Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![phuong.duong](https://dub1.discourse-cdn.com/flex013/user_avatar/community.onix.com/phuong.duong/32/1316_2.png) [@phuong.duong](https://community.onix.com/u/phuong.duong)\
**Post date:** [October 16, 2025, 10:51am UTC](https://community.onix.com/t/manage-equipment-with-equipment-groups/2189/1 "2025-10-16T10:51:23Z")

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Equipment groups let you organize multiple equipment under one structure. You can apply rules so that when a group is moved to a new location or area, all included equipment automatically inherit the same values.

# Configuration

## Create equipment groups for your own company

Create equipment groups under your company’s ownership to organize, track and move equipment altogether.

1. In Onix Work, go to **Settings \> Equipment groups**.
2. Select **New** \> Fill in the group details \> **Create.**

| Field | Instructions |
| --- | --- |
| Group name | Enter the relevant value. This field is mandatory. |
| Use group’s info for equipment | Turn on if all equipment in this group must follow the group’s location and area |
| Location | Select an option |
| Area | Select an option |

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/7/7b2a7015e47e76eef6a65905087f5a5c863579df.png)

After creating an equipment group, you can:

- Edit: Select the equipment group \> **Edit** \> Enter the new values \> **Save.**
- Delete: Select the equipment group \> **Delete**.

To find an equipment group, use the search box or open the filter panel and apply filter criteria.

## Create equipment groups for non-member companies

Create equipment groups under a non-member company’s ownership to organize, track and move equipment altogether.

1. In Onix Work, go to **Companies**
2. Select a non-member company \> Select **Equipment groups**
3. Select **New** \> Fill in the group details \> **Create**

| Field | Instructions |
| --- | --- |
| Group name | Enter the relevant value. This field is mandatory. |
| Use group’s info for equipment | Turn on if all equipment in this group must follow the group’s location and area |
| Location | Select an option |
| Area | Select an option |

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/f/fc7788266479721d55dbbf70fd8bc4dc433fd929.png)

 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/e/e9d6827640d3c347b03e89fb9a60341aed14a51e.png)

After creating an equipment group, you can:

- Edit: Select the equipment group \> **Edit** \> Enter the new values \> **Save.**
- Delete: Select the equipment group \> **Delete**.

# Add, update and remove groups from equipment

## Unique equipment

### Add unique equipment to a group

You can add unique equipment to an equipment group either by editing its details or by creating a transfer transaction. If the group applies its location and area to all equipment, the equipment’s information updates accordingly.

To edit the equipment details:

1. In Onix Work, go to **Equipment.**
2. Select the equipment \> **Edit.**
3. In the **Equipment group** field, choose an option from the list \> Save.

To create a transfer transaction:

1. In Onix Work, go to **Equipment.**
2. Select the equipment.
3. In the **Equipment transactions** section, select **New transaction**.
4. Select “Transfer” as the transaction type.
5. Turn on **Transfer to equipment group**.
6. Choose an equipment group.
7. Select a reason and enter comments if needed \> Save.  
 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/3/310fe31c36c4eaac223a595a04e947b42caffdb0.jpeg)

You can also add multiple items to an equipment group at once by editing their details.

1. In Onix Work, go to **Equipment.**
2. Select the items from the equipment list.
3. Select **Edit \> Edit all**.
4. Choose an equipment group \> Save.

### Move equipment to a new group

You can move equipment between groups by editing its details or creating a transfer transaction. If the destination group applies its location and area to all equipment, this information updates accordingly.

To edit the equipment details:

1. In Onix Work, go to **Equipment**.
2. Select the equipment \> **Edit**.
3. Choose a new equipment group \> Save.

To create a transfer transaction

1. In Onix Work, go to **Equipment**.
2. Select the equipment.
3. In the **Equipment transactions** section, select **New transaction**.
4. Select “Transfer” as the transaction type.
5. Turn on **Transfer to equipment group**.
6. Select the destination group.
7. Select a reason and enter comments if needed \> Save.  
 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/3/310fe31c36c4eaac223a595a04e947b42caffdb0.jpeg)

You can also move multiple items to another equipment group at once by editing their details.

1. In Onix Work, go to **Equipment.**
2. Select the items from the equipment list.
3. Select **Edit \> Edit all**.
4. Choose the new equipment group \> Save.

### Remove equipment from a group

You can remove an equipment from an equipment group by editing its details or creating a transfer transaction.

To edit the equipment details:

1. In Onix Work, go to **Equipment**
2. Select the equipment \> **Edit**
3. In the **Equipment group** field, choose “None”
4. Save

To create a transfer transaction:

1. In Onix Work, go to **Equipment.**
2. Select the equipment.
3. In the **Equipment transactions** section, select **New transaction**.
4. Select “Transfer” as the transaction type.
5. Turn on **Transfer to equipment group**.
6. Choose “No equipment group”.
7. Select a reason and enter comments if needed.
8. Save

You can also remove multiple items from an equipment group at once by editing their details.

1. In Onix Work, go to **Equipment**
2. Select the items from the equipment list
3. Select **Edit \> Edit all**
4. In the **Equipment group** field, choose “None”
5. Save

# Stock and consumable goods

### Add stock and consumable goods to a group

You can add all quantity of a stock or consumable goods to an equipment group by editing its details or by creating a transfer transaction.

To edit the equipment details:

1. In Onix Work, go to **Equipment**.
2. Select the equipment \> **Edit**.
3. Choose a new equipment group.
4. Save.

To create a transfer transaction:

1. In Onix Work, go to **Equipment**
2. Select the stocks or consumable goods
3. In the **Equipment transactions** section, select **New transaction**
4. Select “Transfer” as the transaction type
5. Turn on **Transfer to equipment group**
6. Choose the destination equipment group
7. Enter the transferred quantity
8. Select a reason and add comments if needed
9. Save  
 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/3/365e0978b81af870c3531f4e4fa0ac32a21f4392.jpeg)

To add a partial quantity of stock or consumable goods to a group, create a transfer transaction. This is only possible if neither the source nor the destination group applies its information to the equipment.

### Move stock and consumable goods to a new group

You can move stock or consumable goods between groups by editing its details or creating a transfer transaction. Editing moves the full quantity to the new group, while a transfer transaction lets you move either the full quantity or only part of it.

To edit the equipment details:

1. In Onix Work, go to **Equipment**.
2. Select the equipment \> **Edit**.
3. Choose a new equipment group.
4. Save.

To create a transfer transaction:

1. In Onix Work, go to **Equipment**
2. Select the equipment
3. In the **Equipment transactions** section, select **New transaction**
4. Select “Transfer” as the transaction type
5. Enter the transferred quantity
6. Turn on **Transfer to equipment group**
7. Select the destination group
8. Select a reason and enter comments if needed \> Save

After a transfer transaction, the quantities update at both source and destination equipment groups. If the destination group does not yet have the item, a new stock or consumable item is created there with the entered quantity.

### Remove the stock and consumable goods from a group

You can remove a stock or consumable goods from an equipment group by editing its details or creating a transfer transaction. Editing moves the full quantity from the new group, while a transfer transaction lets you remove either the full quantity or only part of it.

To edit the equipment details:

1. In Onix Work, go to **Equipment**.
2. Select the equipment \> **Edit**.
3. Choose a new equipment group.
4. Save.

To create a transfer transaction:

1. In Onix Work, go to **Equipment**
2. Select the equipment
3. In the **Equipment transactions** section, select **New transaction**
4. Select “Transfer” as the transaction type
5. Turn on **Transfer to equipment group**
6. Select the destination group
7. Select a reason and enter comments if needed
8. Save

# Move an equipment group to a new location

You can change an equipment group’s location and area within its owner company.

1. In Onix Work, go to **Settings \> Equipment groups** for your company’s equipment group, or **Companies \> Equipment groups** for a non-member company’s equipment group.
2. Select the group \> **Edit.**
3. Choose a new location and area \> Save.  
 ![](https://europe1.discourse-cdn.com/flex013/uploads/onix/original/2X/a/ae3b07e48ffb79ee9358bd57178ed5f1f694b8d2.png)