General
1. General > Equipment 2. Open the equipment record of the unit you would like to replicate. 3. Click "Edit" 4. Click "R...
Wed, 24 Jan, 2024 at 9:28 AM
1. General > Equipment 2. Open equipment record. 3. Scroll down and open WIP tab inside equipment record. 4. The WIP tab displays any o...
Wed, 24 Jan, 2024 at 11:08 AM
The following document outlines the setup and recommendations from Softbase on how to setup and process the Delivery of Equipment using Softbase Evolution ...
Thu, 8 Aug, 2024 at 12:25 PM
1. Click "Transportation Log" 2. Locate your tracking number. 3. Ensure the origination, destination and unit informatio...
Wed, 28 Aug, 2024 at 3:29 PM
1. Click the "Equipment" program. 2. Enter Serial Number: Input the serial number of the unit in the designated field. Sele...
Thu, 5 Sep, 2024 at 3:46 PM
1. Navigate to the "Add Invoice" Screen Enter the Serial Number: Locate the "Serial Number" field. Type in the serial number of ...
Thu, 5 Sep, 2024 at 4:30 PM
1. Click "Add Equipment" in the Equipment Program. 2. Click "Next" to generate the next control number, or manually ente...
Thu, 3 Oct, 2024 at 4:21 PM
Equipment Window The Equipment Window is used to create and update equipment records in Softbase Evolution. Header This section outlines all the fie...
Thu, 17 Oct, 2024 at 1:45 PM
When integrating with an eCommerce third party to list available equipment for sale, it’s important to complete certain fields in Evolution to ensure the li...
Mon, 17 Mar, 2025 at 7:23 AM
To import equipment units into the system, follow these steps: Navigate to the Equipment Program: Go to General in the main menu. Select the Equipmen...
Mon, 20 Jan, 2025 at 1:39 PM