Creating new investment

The Investments module in Trail helps you plan and manage investments, such as purchasing new items or budgeting maintenance work. You can add one or more purchases to the investment to specify what will be purchased and how much it will cost.

If you do not have the module on yet, you can ask for it from Trail support: support@trail.fi

To create and manage investments, user needs Editor rights for Investments.

This guide explains how to:

  1. Create a new investment
  2. Select the items that need to be renewed
  3. Add purchases to the investment
  4. Activating new purchased items

Creating a new investment

  1. Open Investments
  2. Click Create a new investment

  1. Fill in the investment details:
    • Department: Select the department responsible for the investment
    • Name: Enter a clear and concise name for the investment
    • Number: Optionally enter an external reference number
    • Type: Select Investment or Maintenance. Investment is typically used for purchasing new equipment, while Maintenance can be used for maintenance work and spare parts for existing equipment.
    • Year: Select the year in which the investment is planned
    • Cost: Enter the investment budget or maximum allowed cost
    • Description: Add any additional information about the investment
  2. Click Create

  1. The investment page opens
  2. From this page, you can manage the investment and add purchases to it.
  3. If needed, you can also edit or delete the investment using Edit investment or Delete investment in the upper-right corner.

Select the items that need to be renewed

  1. Next, select the existing items that you plan to renew as part of the investment
  2. For instructions, see Renewing items as part of an investment

Adding a purchase to the investment

Purchases define what will be purchased as part of the investment.

  1. Open the investment.
  2. Click Click here to add purchases.

  1. The New purchase form opens.
  2. Fill in the purchase details:
    • Investment: Select the investment whose budget will be used for the purchase. The currently open investment is selected by default.
    • User: Select the user responsible for the purchase.
    • Department: Select the department to which the new items will belong.
    • Subject: Enter a concise description of the purchase.
    • Amount: Enter the total cost of the purchase. This amount is deducted from the investment budget.
    • Description: Add any additional information about the purchase.

Adding items to the purchase

  1. Search for an existing model, or click Create new item to create a new one
  2. Enter the Count to be purchased
  3. Click Add Item

  1. Repeat to add more item models if needed
  2. Click Create when the purchase is ready
  3. Added items are shown under All items.

Activating new purchased items

  1. After purchase has been created, it is shown under Purhcases

  1. Open the purchase by clicking its' title
  2. Purchase view opens
  3. Accept the purchase
  4. Trail has created item cards for each possible item. By clicking the identifier (such as: I123456), you can open its' item card

  1. If item is purchased ->
  2. Activate the item card by clicking Set active or print a label if you have Trail printer