Roles: Administrator & Employee | Interface: Mobile
Quick Transfer: This feature allows you to transfer individual assets swiftly to job sites, warehouses, storage assets, or workers. You can use Quick Transfer to immediately assign one asset or a quantity item to a responsible employee, a location, or a storage asset.
Transfer: This feature allows you to transfer multiple assets, especially to different job sites, containers, or workers. Compared to "Quick Transfer", you can also set a return date and add notes.
Instructions:
- Click on "Inventory", then "Local Inventory" and select the required field (Location, Employee, Storage Asset)
- Click on a required location, open the "Not Found" category and view the assets or quantity items for that location.
- Below we differentiate between transferring an "Asset" and "Quantity items"
For Assets:
When you select "View Details" for an asset or quantity item in the local inventory, you can choose either Transfer or Quick Transfer based on your needs. We recommend using quick transfer when you only want to transfer a single item without a return date, transfer is rather used for transferring multiple items.
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Click on the three dots and select "View Details" to view the asset. The asset details will be displayed with Transfer and Quick Transfer options.
- Transfer: The asset will be added to a transfer cart before being moved to the appropriate locations, employees, or storage assets.
- Quick Transfer: The asset will be transferred directly to the responsible or designated locations/employees/storage assets on the spot.
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With Transfer, enter the responsible person, location, return date, and an optional signature.
For Quantity Items:
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Click on the three dots and select "View Details". The quantity item details will be displayed with Transfer and Quick Transfer options.
- Transfer: The quantity item will be added to a transfer cart before being moved to the appropriate locations, employees, or storage assets.
- Quick Transfer: The quantity item will be transferred directly to the responsible or designated locations/employees/storage assets on the spot.
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With Transfer, enter the responsible person, location, return date, and an optional signature.
Transfer confirmation
- Once the transfer is complete, you need to confirm the delivery of the assets and quantity items to the selected employee, storage asset, or location.
Examples are provided below for reference. Once you select the assets or quantity items, click Confirm to finalize the delivery.
Note:
- This process is consistent across all categories: locations, employees, and storage assets.
If you are interested in checking Local Inventory, please check: How to check Local Inventory
If you are interested in checking how to validate Assets Quantity Items using Local Inventory, please check: How can I validate Assets and Quantity Items using Local Inventory (instead of Gateway tracking)?
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