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19.10. Client Equipment, Assets, and Quotes: The Hardware Side of a Client Record
See a client's hardware in AlgaPSA: the Equipment tab with orders, delivered gear, and RMAs; asset provenance that traces a deployed unit back to its sales order; and converting an accepted quote into a hardware sales order.
Inventory is not only a warehouse concern. An account manager on a client call needs to answer hardware questions on the spot: what have we sold them, what is deployed, what is out for return, and what did we quote. AlgaPSA keeps that on the client record itself.
The client Equipment tab
Open a client and go to the Equipment tab. It pulls the client's hardware together in three sections:
- Sales Orders — hardware orders for this client and their status, from draft through invoiced.
- Equipment — the serialized units the client owns, delivered from your stock, with serial, MAC, and warranty.
- RMAs — returns and replacements in flight for this client's gear.
The tab respects permissions: staff without inventory access simply do not see it, so the hardware view is scoped to the people who work it.
A client's Equipment tab: their hardware orders, the serialized units they own (each linking to its managed asset), and any RMAs in flight.
Asset provenance
A managed asset created from a delivered unit is not a dead-end record. Its detail carries an inventory provenance panel that traces the hardware back through the chain: the product and SKU it came from, the sales order that delivered it, and any RMA history against the unit. When a client asks "when did we buy this firewall, and has it ever been swapped?", the answer is on the asset, not in someone's memory.
Because delivery links the unit and the asset both ways, an advance-replacement RMA that swaps the hardware relinks the asset to the new unit automatically — the asset record always points at the equipment actually sitting at the client site (see RMAs and Loaners).
From quote to hardware order
Hardware sales usually start as a quote. When a client accepts one, convert its hardware lines into a sales order in a single step: AlgaPSA creates a draft order for the client, carries the quoted products and prices over, and keeps a link in both directions — quote to order, order to the invoices it generates. Nothing is billed twice, because a converted quote is handed to the sales-order flow rather than the ordinary quote-to-invoice path.
While you are still quoting, product lines show an availability cue against your stock, so you can tell a client whether the gear is on the shelf or needs ordering before you commit to a date. From there, fulfillment, documents, and invoicing follow the normal path in Sales Orders and Fulfillment.