Equipment Form¶
The equipment form is a single pane of glass — a central hub where all Odoo data related to a piece of equipment is visible in one place.
- menu
- Equipment Management ‣ All Equipment ‣ (open an equipment)
- shows
- A complete equipment form: status bar in the Active state, smart buttons, the name and serial number, and the main field groups filled in.
- highlight
- None.
- data
- Measuring device "CT-2019-0043 - Contura" (manufacturer "Zeiss", model "Contura", serial number "CT-2019-0043"), customer "Deco Addict".
- module
- equipment, equipment_measuring
- notes
- English UI, light theme, 1440px width, crop to the form sheet.
Header¶
The form header contains:
Create Ticket button: Creates a project task linked to this equipment. Only visible when the equipment is Active and has at least one project assigned.
Status bar: Click to change the state (Draft → Active → Inactive → Scrapped).
Main fields¶
The main section contains core equipment data organized in groups:
Title area:
Name: The name of the equipment. For measuring devices and etalons, it cannot be typed: it is built from the serial number and the model, and it is updated when they change (see Names of measuring devices and etalons).
Equipment ID: A unique reference generated automatically from a sequence. It can be adjusted, and it is never copied when an equipment is duplicated.
Serial Number: The manufacturer’s serial number.
Internal ID: A customer-specific internal identifier, for cases where the customer tracks the equipment under a number of their own.
Stock Lot: The lot or serial number record in Inventory, when the equipment was delivered from your own stock.
MAC Address: For network-connected equipment.
Tip
Wherever an equipment is selected, for example in the Equipment field of a task, a printer counter, or a calibration, you can type its name, Serial Number, Internal ID, or Equipment ID to find it. The same applies when records such as repair orders are searched by Equipment.
Left column:
Subscription: If the equipment is part of a subscription.
Customer: The customer using the equipment.
Owner: The legal owner. On a new etalon, the customer and the owner both default to your own company (see Etalons).
Assignees: Users responsible for this equipment.
Sales Team: The responsible sales team.
Projects: Projects linked to this equipment for ticket management.
Tags: Categorization tags.
Right column:
Category: General; with the sub-modules, also Printer (see Printers), Measuring Device, and Etalon (see Measuring Devices). The category decides which models can be selected, which buttons and tabs are shown, and whether the name is typed or built automatically.
Manufacturer: The equipment brand.
Model: The specific model. Only the models of the equipment’s category, and of its manufacturer if one is set, can be selected. A model created from this field (Create or Create and edit… in the drop-down menu) gets the equipment’s category and manufacturer (see Manufacturers and models).
Product: Automatically set from the model’s linked product.
Product Family: The product family classification.
Production Year: Year of manufacture.
Warranty Expiration: Warranty end date.
Location group:
Location: Delivery address of the customer.
Location Name and Address: Auto-filled from the selected location.
Contact group:
Contact: Contact person at the customer site.
Contact Name, Email, Phone: Auto-filled from the selected contact.
Tabs¶
- menu
- Equipment Management ‣ All Equipment ‣ (open an equipment)
- shows
- The notebook of the equipment form with the tab row visible (Subscription, Description, Maintenance, Finance, Documents, Fleet, Measuring).
- highlight
- The tab row (red frame).
- data
- Measuring device "CT-2019-0043 - Contura" with a linked subscription line and a linked fleet vehicle, so that the Subscription and Fleet tabs are shown.
- module
- equipment, equipment_measuring
- notes
- English UI, light theme, 1440px width, crop to the tab row and the first lines below it.
The notebook section contains multiple tabs:
Subscription tab¶
Only visible when a subscription service is linked. Shows pricing information and the invoicing period.
Description tab¶
A rich text editor for detailed notes about the equipment. Supports collaborative editing.
Maintenance tab¶
- menu
- Equipment Management ‣ All Equipment ‣ (open an equipment) ‣ Maintenance
- shows
- The Maintenance tab with the linked maintenance equipment, the MTBF, MTTR, Last Failure and Est. Next Failure values, and an inline list of two maintenance requests.
- highlight
- The MTBF, MTTR and Est. Next Failure fields (red frame).
- data
- Measuring device "CT-2019-0043 - Contura" with two past maintenance requests.
- module
- equipment, maintenance, equipment_measuring
- notes
- English UI, light theme, 1440px width, crop to the tab.
Maintenance Equipment: Link to the corresponding
maintenance.equipmentrecord. If not yet linked, click Create Maintenance Equipment to create or link one automatically.MTBF (days): Mean Time Between Failure, computed from maintenance history.
MTTR (days): Mean Time To Repair, computed from maintenance history.
Last Failure: Date of the most recent corrective maintenance.
Est. Next Failure: Estimated date of the next failure based on MTBF.
Maintenance Requests: Inline list of all maintenance requests for this equipment.
Finance tab¶
- menu
- Equipment Management ‣ All Equipment ‣ (open an equipment) ‣ Finance
- shows
- The Finance tab with the analytic account, the Invoice Total, Purchase Total and Margin amounts, and an inline list of recent invoices with their payment status.
- highlight
- The Invoice Total, Purchase Total and Margin fields (red frame).
- data
- Measuring device "CT-2019-0043 - Contura"; analytic account "EQ/0043"; three invoices.
- module
- equipment, account, analytic, equipment_measuring
- notes
- English UI, light theme, 1440px width, crop to the tab.
Analytic Account: The dedicated analytic account for this equipment. Can be auto-created when the equipment is activated (see Settings).
Invoice Total: Sum of all customer invoices linked through the analytic account.
Purchase Total: Sum of all purchase orders linked through the analytic account.
Margin: Invoice Total minus Purchase Total.
Recent Invoices: Inline list of invoices with date, amount, and payment status.
Documents tab¶
- menu
- Equipment Management ‣ All Equipment ‣ (open an equipment) ‣ Documents
- shows
- The Documents tab of the equipment form with three inline document lines showing name, type, expiry date and file.
- highlight
- None.
- data
- Measuring device "CT-2019-0043 - Contura"; documents "User manual", "CE certificate", "Calibration 2026".
- module
- equipment, equipment_measuring
- notes
- English UI, light theme, 1440px width, crop to the tab.
An inline editable list of documents attached to the equipment:
Name: Document title.
Type: Manual, Certificate, Calibration, Warranty, Service Book, or Other.
Expiry Date: When the document expires. A daily cron job creates warning activities for documents expiring within the configured number of days (default: 30).
File: The attached file (upload/download).
Notes: Additional notes.
Fleet tab¶
- menu
- Equipment Management ‣ All Equipment ‣ (open an equipment) ‣ Fleet
- shows
- The Fleet tab of an equipment linked to a fleet vehicle, showing the vehicle, the licence plate, the odometer reading, the last service date and the contract state.
- highlight
- None.
- data
- Equipment "Service van crane"; vehicle "Ford Transit / ABC-123".
- module
- equipment, fleet
- notes
- English UI, light theme, 1440px width, crop to the tab.
Only visible when a fleet vehicle is linked. Shows:
Fleet Vehicle: Link to the
fleet.vehiclerecord.License Plate: From the fleet vehicle.
Odometer: Latest odometer reading.
Last Service Date: Date of the most recent fleet service.
Contract State: Current fleet contract status.
List and search views¶
- menu
- Equipment Management ‣ All Equipment
- shows
- The All Equipment list with the search panel open, showing the filters and the Group By options, and several optional columns enabled.
- highlight
- The open filter dropdown (red frame).
- data
- About ten equipment records of mixed categories and states.
- module
- equipment, equipment_printer, equipment_measuring
- notes
- English UI, light theme, 1440px width, crop to the list and the open dropdown.
The list view shows all equipment with optional columns that can be toggled:
Internal ID, Production Year, Warranty Expiration, Product Family
Open Maint., Invoice Count, Document Count
Calibration (with the Measuring Devices sub-module): the calibration status, filled for measuring devices only
Search fields:
Name, Equipment ID, Serial Number, Internal ID, Customer, Manufacturer, Model, Tags, Projects, Product Family
Search filters:
General: Equipment of the General category.
Draft, Active, Inactive, Scrapped: Equipment in the given state.
Archived: Archived equipment.
Open Maintenance: Equipment with open maintenance requests.
Expiring Documents: Equipment with documents expiring within 30 days.
Calibration Due / Calibration Overdue: Available with the Measuring Devices sub-module; they only return measuring devices.
Group By options:
Category, State, Customer, Brand, Model, Product, Tag, Project
Product Family, Analytic Account