The 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.
Group Settings
After creating a group, you can customize rules and settings in the Settings tab. Available options include:
Setting | What it does |
Disable refunds | Stops refund requests being collected for equipment in this group. |
Override request types | Limits which request types customers can submit for this group. |
Override photo requirement | Makes photo uploads Required or Optional for this group. |
Override payment methods | Restricts which payment methods are offered for this group. |
Override payment method settings | Changes how individual payment methods behave in this group. See below. |
Override refund methods | Restricts which refund methods are offered for this group. |
Override pre-authorization | Changes the pre-authorization behaviour for this group. See below. |
Override payment method settings
This goes a level deeper than simply choosing which payment methods are available — it lets you change how a specific payment method behaves for equipment in this group, without affecting that method anywhere else.
Turn on Override payment method settings.
Choose a payment method from the Add payment method override dropdown.
Adjust the settings shown for that method.
Repeat for as many payment methods as you need, then save.
For each method you can override:
Refund type — whether refunds are issued as a Refund or a Reversal for this group.
Collect all details — whether the customer supplies both their payment details and their preferred refund option.
Note: These two settings can't both be active. Setting Refund type to Reversal turns Collect all details off, and turning Collect all details on forces Refund type to Refund. This is expected — a reversal returns money to the original payment method, so there's no separate refund option to collect.
Leave a field as No override to inherit whatever is configured on the payment method itself. Remove an override entirely using the delete icon on its card.
Some payment method types have no overridable settings — in that case the card tells you so.
Override pre-authorization
Pre-authorization holds work differently across sites, so you can override the global behaviour for a specific group.
Turn on Override pre-authorization.
Choose Enabled or Disabled for this group.
If enabled, select which payment methods the pre-auth period applies to.
Optionally set a custom follow-up delay in hours (up to 120).
Save.
Choosing Disabled lets customers submit refund requests immediately, without waiting out the pre-authorization period.
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.
Q: Do group overrides affect my global settings?
A: No. Overrides only apply to equipment in that group. Your organization-wide settings are unchanged.
If you have any questions, use the chat widget at the bottom of the screen or email us at [email protected]!