3.0 How to Merge Equipment Units in Softbase

Process Flow

1.     Open the Equipment Window from the Softbase Main Menu

2.     Retrieve the Equipment record you would like to change/merge into another Equipment Record. Once you have pulled up the Equipment Record then click the Change # Button on the Toolbar.

3. The Equipment # Window will appear, then Type the Equipment Serial # to merge the previously selected record into.  

4. Ensure you type in the correct serial number and see the right Equipment information show up to the right of the field.  Click Ok to perform the merge.  

      5. You will be prompted with a message saying the Serial Number already exists and would like you to confirm you are ok merging into it.  Click Yes to continue.  

      6. The below message will be displayed to let you know the merge processed succesfully.  

      7. The next time you pull up the Equipment Record you merged to it will notify you that an equipment record had been merged into it next to the Changed User and Date at the bottom of the window.