In order to get started with the Equipment Register, you must first connect to Mamut Online Desktop.
You can read more about connecting to Mamut Online Desktop here.
Settings in Mamut Online Desktop
Company Settings
Before you can start using the Equipment Register you are required to define the Type of business in the Company Settings. Here you need to specify whether your company is a business, a sports club, a music organisation or other type of organisation. It is important that you are aware that the selection you define here will determine the panels and fields shown on the equipment card as well as the default values for category. To access the company settings in Mamut Online Desktop click on Settings - Company Settings - Equipment Register.
Read more about the Company settings here.
User Access Administration
The Super User is able to define which functionality within the Equipment Register the users of the company database are going to be able to access. For example, the Super User can restrict access to register new loans or to send e-mails from the loan card. The different access rights are defined through the User Administration screen which can be accessed by clicking Settings - Account Administration - User Administration.
Read more about the User Access Administration here.
User Settings
Within the User Settings you are able to modify the settings to suit your personal preference and specific requirements for performing daily tasks. This means that you are able to select fields, check boxes and default values that will appear on the equipment card and on the loan card. To access the user settings in Mamut Online Desktop click on Settings - User Settings - Equipment Register.
Read more about the User settings here.
Settings in Mamut Business Software
Through your local installation of Mamut Business Software you are able to define some of the default values for the Equipment Register. This includes the default values for category and location as well as the values for the drop-down lists in the equipment card. You can add, edit and delete these values through the Properties Register by clicking View - Settings - Company - Properties Register in your local installation of Mamut Business Software.
Read more here.
Equipment
Once you have defined the company and user settings, you can start registering your pieces of equipment. Read more about how to create new pieces of equipment here.
Contacts
The Equipment Register is integrated with the Contact module; this means that it retrieves information about your existing contacts. Therefore, when loaning a piece of equipment, you are able to link the piece of equipment in question to the contact (not the contact person) that is loaning it.
Read more about the Contact module in Mamut Online Desktop here.
Equipment Register Work Area
When you have registered your equipment and contacts, you can start using the Equipment Register. You can access the work area by clicking Work Areas - Equipment Register within Mamut Online Desktop. Read more about the work area here.
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