Loading Equipment

Master data for loading equipment: search and filter the loading equipment table, create, edit and delete entries as well as manage the multilingual designations, inventory and article numbers.

The Loading Equipment page manages the master data of loading equipment – for example pallets, wire mesh boxes, containers or other loading and transport aids. It lists all recorded loading equipment with their designations, inventory and article numbers and serves as a reference for dispatching and order entry. Creating, editing and deleting entries is reserved for Administrators.

Note: The page is accessible exclusively to users with the role Administrator or Super Administrator. For all other users it is not reachable.


1. Navigation

The loading equipment overview is accessible via the main menu under Master Data › Loading Equipment.


2. Loading Equipment Overview (Table)

The overview shows all loading equipment in a searchable, sortable and paginated table. Each row represents one piece of loading equipment with its identifying characteristics.

Default Columns

ColumnDescription
Reference IDUnique reference number of the entry
NameDesignation of the loading equipment (in the user's language)
DescriptionDescription of the loading equipment (translated)
Inventory NumberInventory number of the loading equipment
Article NumberAssigned article number

Sorting and Column Configuration

Clicking on a column header sorts the list in ascending or descending order by that column. The visible columns and their order can be configured per user; the settings are retained after logging out.

Searching

The search field lets you search the list. The search takes into account name, description (including the stored translations), article number, inventory number and reference ID.

Opening an Entry

A double-click on a row opens the loading equipment in the detail dialog for editing (see Section 4).


3. Group Filter

The filter bar allows the display to be restricted to a specific organizational group.

  • Group selection: Selection of the superordinate group whose loading equipment is to be displayed.

When the active group is changed, the table reloads automatically and shows the loading equipment of the selected group.


4. Creating / Editing Loading Equipment

The toolbar allows you to record a new piece of loading equipment or edit an existing one. The entry opens in a freely movable window; several such windows can be open at the same time (a maximum of five).

Fields

FieldDescription
NameMultilingual designation. Mandatory field, maximum 100 characters, multi-line.
DescriptionMultilingual description, multi-line.
Reference IDUnique reference number, maximum 100 characters.
Inventory NumberInventory number, maximum 100 characters.
Article NumberAssigned article number, maximum 100 characters.

Name and description are entered per language, so that the loading equipment is displayed correctly in the respective user language.

Procedure

  1. Click Add in the toolbar (or open an existing entry by double-clicking).
  2. Enter the Name as a mandatory field and, if needed, complete it in the other languages.
  3. Optionally fill in Description, Reference ID, Inventory Number and Article Number.
  4. Click Save.

Checks When Saving

When saving, the system ensures that the following entries are not already assigned to another piece of loading equipment. If one of the values already exists, saving is rejected with a corresponding message:

  • Reference ID
  • Inventory Number
  • Name
  • Article Number

5. Deleting Loading Equipment

  1. Select one or more pieces of loading equipment in the list.
  2. Click Delete in the toolbar.
  3. Confirm the security prompt.

The selected entries are removed. Deleting multiple entries at once (bulk operation) is supported.

Note: Deleted loading equipment is not permanently removed from the system, but merely hidden from the overview.


6. Table Tools

The toolbar of the loading equipment overview offers the following tools:

  • Add / Edit: record a new piece of loading equipment or open an existing one.
  • Delete: remove selected entries.
  • Quick search: searches the displayed list across the columns.
  • Refresh: reloads the view.
  • Templates: apply saved view and column configurations for the table.
  • Layout functions: adjust and reset the table layout.

The Add and Edit buttons are only displayed to users with the corresponding permission. The column and layout settings are saved per user.


7. Access and Permissions

ActionPrerequisite
Open page / view tableAdministrator or Super Administrator
Create / edit loading equipmentAdministrator or Super Administrator
Delete loading equipmentAdministrator or Super Administrator

The entire page and all associated functions are reserved exclusively for Administrators and Super Administrators. Users without these roles cannot open the page.