The new Equipment Grouping feature allows users to organize equipment into custom groups and apply specific rules or settings to each group. This is ideal for tailoring configurations, such as request handling, payment methods, and refund policies, to meet the unique requirements of each group. The feature also includes a priority system, ensuring that equipment matched to multiple groups automatically follows the highest-priority group’s rules.
Creating an Equipment Group
Access the Groups Page
Navigate to the Groups section on your dashboard under the Equipment tab.
Click "Add Group"
To create a new group, click the + Add group button.
Name Your Group
Provide a descriptive name for the group (e.g., "Kiosks" or "Warehouse Equipment") to identify its purpose easily.
Set Group Rules
In the Rules section, specify criteria to define which equipment belongs to the group.
Use the dropdown to choose a filter (e.g., Location Name, Asset ID, Tag Type).
Define the condition (e.g., "contains," "is," "starts with").
Enter the value (e.g., "warehouse" for location names containing "warehouse").
Click + Add Filter to add more rules as needed.
Enable or Disable the Group
Use the Enabled toggle to activate or deactivate the group. Only enabled groups will apply their rules to the equipment.
Save Your Group
Click Update to save the group.
Managing Group Priorities
View Group Priority
Groups are assigned a priority order visible in the Priority column on the Groups page.
Reorder Groups
To adjust the priority, click Sort and drag groups into the desired order.
Equipment matched to multiple groups will follow the rules of the highest-priority group.
Applying Group Rules
After creating a group, you can customize rules and settings in the Settings tab. Available options include:
Exclude Equipment
Prevent equipment in this group from being available for requests.
Disable Refunds
Block refund requests for items in this group.
Disable Refunds Pre-Auth Period
Allow customers to submit refund requests immediately without waiting for the pre-authorization period to end.
Override Photo Requirement
Set custom rules for photo uploads to be required or optional with customer requests.
Override Request Types
Limit the types of requests (e.g., help, refund, product restocking) allowed for this group.
Override Payment Methods
Restrict the payment methods (e.g., cash, credit card) available for transactions in this group.
Override Refund Methods
Specify refund methods (e.g., Venmo, PayPal) allowed for this group.
Editing or Deleting a Group
Edit a Group
Click the three-dot menu (⋮) next to a group and select Edit to adjust its name, rules, or settings.
Delete a Group
From the same menu, select Delete if the group is no longer needed.
Frequently Asked Questions (FAQs)
Q: Can equipment belong to multiple groups?
A: Yes, but the equipment will follow the rules of the highest-priority group.
Q: Can I see which equipment matches a group?
A: Yes, the system displays the number of matched items for each group. Using the group filter in the Equipment Items tab will show all items matching the group selected.
Q: What happens if I disable a group?
A: Rules and settings from that group will no longer apply to its equipment.
Conclusion
The Equipment Grouping feature offers a powerful way to customize equipment configurations and ensure efficient management. By organizing equipment into groups and applying specific rules, you can streamline processes and enhance operations. For additional assistance, contact our support team.