> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/supplier-and-product-management/products-equipment-application/creating-and-managing-product-s-equipment.md).

# Creating & Managing Product(s) / Equipment

Create, maintain, and review product and equipment records.

Use the **Product(s) / Equipment List** to create, track, and manage products and equipment used within your organization.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

## Managing Product(s) / Equipment

Follow the steps below to create and maintain product and equipment records.

{% stepper %}
{% step %}

### Creating Products / Equipment

Click **Add** to create a new product or equipment record.

<details>

<summary><mark style="color:blue;"><strong>New Product / Equipment</strong></mark></summary>

The **New Product / Equipment** form allows you to register a new product or equipment item.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

1. **Identify & Classify Item**

Provide the information needed to uniquely identify and classify the item.

* **Name:\*** Enter the name of the item.
* **Identifier:** Enter a unique identifier, code, or serial number.
* **Version:** Enter the current version or model number.
* **Device Class:** Enter the appropriate device class or category.
* **Status:** Select the current lifecycle status of the item.

***

2. **Define Lifecycle Information**

Provide key information about the item’s lifecycle and availability.

* **Release Date:** Select the date the item is officially released or made available.
* **End of Life Date:** Select the date the item will no longer be manufactured or supported.
* **Replacement:** Select the product or equipment that replaces the current item.

***

3. **Assign Responsibility & Ownership**

Identify the parties responsible for managing or supplying the item.

* [**Responsible:**](#user-content-fn-1)[^1] Select the user responsible for the item.
* [**Supplier:**](#user-content-fn-2)[^2] Select the associated supplier.

***

4. **Define Relationships & Structure**

Specify how the item relates to other products, equipment, or parts.

* **Component For:** Specify the parent entity for which this item is a component.
* If the item consists of individual parts, record them in the provided grid.
  * Click **Add**.
  * Complete the form:
    * **Part Identifier:** Enter a unique identifier or code for the part.
    * **Part Name:** Enter the name of the part.
    * **End of Life:** Select the date the part will no longer be manufactured or supported.
    * **Version:** Enter the current version or model number of the part.
    * **Release Date:** Select the date the part is officially released or made available.
    * **Supplier:** Select the associated supplier.
    * **Description:** Provide a description of the part and its purpose.
  * Choose one of the following:
    * **Save and New:** Click to save the part and open a new form to create another.
    * **Save and Close:** Click to save the part and close the form.

***

5. **Assess Supply Chain & Quality Impact**

Evaluate the importance and quality of the item within the supply chain.

* [**Importance to Supply Chain:**](#user-content-fn-3)[^3] Select the importance of the item to the supply chain.
* **Quality Rating:** Indicate the quality level or assessment for the item.

***

6. **Add Additional Information**

To provide additional context, you may include:

* **Description:** Provide a detailed description of the item and its purpose.
* **Documentation:** Upload supporting files or related documentation.

***

7. **Save Changes**

When ready to save, choose one of the following options:

* **Save and New:** Click to save the item and open a new form to add another.
* **Save and Close:** Click to save the item and close the main form.

</details>

***

{% endstep %}

{% step %}

### Managing Products / Equipment

Use the other action buttons in the grid to manage existing records:

* [**Edit**](#user-content-fn-4)[^4] ( <i class="fa-pencil">:pencil:</i> ): Click to modify an item.
* **Delete** ( <i class="fa-trash-can">:trash-can:</i> ): Click to remove an item.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undelete** ( <i class="fa-xmark">:xmark:</i> ).
{% endhint %}

{% hint style="success" %}
**Tip:** Check the **Status** column in the grid to see the current state of a product or equipment item.
{% endhint %}

***

{% endstep %}
{% endstepper %}

***

## See Also

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to Register &#x26; Manage Suppliers</strong></td><td>Register, review, and evaluate suppliers.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2Fl6X0TbNgvHDzgXsL7rgt%2FIMS-V16-NAV-Library-Icons-74.png?alt=media&amp;token=69ebd908-8295-4738-afd7-b93975532da3">IMS-V16-NAV-Library-Icons-74.png</a></td><td><a href="/interfacing-help-files/supplier-and-product-management/supplier-application.md">Managing Suppliers (Apps)</a></td></tr></tbody></table>

[^1]: 💡 **For Administrators:**

    * Manage the options that populate the **Responsible** dropdown in:
      * **Library** > [**Organization**](/interfacing-help-files/process-analysts/organization-management.md).
    * Only **active** users will appear in the dropdown.

[^2]: 💡 **For Administrators:**

    * Manage the options that populate the **Supplier** dropdown in the [**Supplier**](/interfacing-help-files/supplier-and-product-management/supplier-application.md) application.

[^3]: 💡 **For Administrators:**

    * Manage the options that populate the **Importance** dropdown in:
      * **QMS Admin Settings** > **Product & Supplier Settings** > [**Importance to Supply Chain**](/interfacing-help-files/administration-and-configuration/configuring-application-settings/supplier-application-settings/importance-to-supply-chain.md).
    * Only **active** options will appear in the dropdown.

[^4]: You can also **double-click** the row to edit quickly.


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