Settings¶
Equipment settings are accessible from or from .
- menu
- Equipment Management ‣ Settings ‣ Configuration
- shows
- The Equipment settings page with the Equipment Types blocks (Printers, Measuring Devices) and the other configuration options.
- highlight
- The Equipment Types block (red frame).
- data
- Both equipment type sub-modules enabled.
- module
- equipment, equipment_printer, equipment_measuring
- notes
- English UI, light theme, 1440px width, crop to the settings blocks.
Equipment Types¶
Enable or disable equipment type sub-modules:
Printers: Adds the Printer category, with counter tracking, cartridge management, and paper format support. See Printers.
Measuring Devices: Adds the Measuring Device category, with calibration tracking, sensor management, and software and hardware information. It also adds the Etalon category, with its own Etalons menu, for your company’s own reference standards. See Measuring Devices.
Note
Enabling a sub-module will install the corresponding Odoo module.
Warning
Disabling a sub-module uninstalls the module: the data it adds, such as printer counters, calibration data, or sensors, is deleted, and its equipment and models (printers, or measuring devices and etalons) get the General category.
Automation¶
Auto-create Analytic Account¶
When enabled, activating an equipment (changing state from Draft to Active) automatically creates a dedicated analytic account for that equipment.
Analytic Plan: Select which analytic plan the auto-created accounts should belong to. The default is the Equipment plan created during module installation.
This is useful for tracking revenue and costs per equipment without manual setup.
Auto-create Maintenance Equipment¶
When enabled, activating an equipment also creates a corresponding maintenance.equipment record
automatically. If a maintenance equipment with the same serial number already exists, it will be
linked instead of creating a duplicate.
The Create Maintenance Equipment button on the form remains available as a manual alternative when this setting is disabled.
Document Expiry Warning¶
Configure how many days before a document’s expiry date the system should create a warning activity. The default is 30 days.
The daily scheduled job checks all active equipment’s documents and creates activities for those within the warning period.
Defaults¶
Default Project¶
Set a default project that is automatically assigned to new equipment records. This is useful when all equipment should be linked to the same ticket/project management system.
Equipment ID Prefix¶
Customize the prefix used for auto-generated Equipment IDs. The default is EQ/, producing
IDs like EQ/0001, EQ/0002, etc.
Changing the prefix affects only newly created equipment — existing IDs are not modified.
Tip
Each company can have its own sequence and prefix. In multi-company setups, configure the prefix separately for each company.
Manufacturers and models¶
Manufacturers and their models are managed in and . Each model has a Manufacturer (required), a Category, and optionally a Product, which is then shown on the equipment of this model.
The Model field of an equipment only offers the models of the equipment’s category, and of its manufacturer if one is set. A missing model can also be created directly from that field: select Create or Create and edit… in its drop-down menu. The new model gets the equipment’s category and manufacturer.
The Models list shows the Manufacturer, Name, Category, and Product columns. It can be searched by Name, Manufacturer, and Product, filtered with Archived, and grouped by Category, Brand, or Product.