On-demand Smart inventory reports

Roles: Administrator & Employee | Interface: Web, Mobile App

Note: This article focuses on locations with stationary gateways, such as warehouses.

Web Platform

• Click on the Locations tab to view all your locations.
  
  

• Click on the desired location to view its details, including location hierarchy, address, and smart inventory information.
  
  

• Click on the Smart Inventory dropdown to view the lists of expected, found, not found and unexpected assets. Scroll down to find the Send Report button.

• Click on "Send Report" to get the report on the asset via email.
  
  
  
  
   
• The report is sent to the logged‑in user who triggered it. The report can include downloadable files such as PDF and Excel.

Mobile Application

With the smart inventory functionality, users can compare which assets are expected to be in a location versus which are actually in that location (e.g., in a warehouse, a van or around a heavy machine). With that, the users easily understand which assets are missing or were found but not supposed to be in that location. 

On top, users can submit reports and share them via email with specified recipients.

Pre-condition: The functionality is only accessible for Pro users who have any Gateway (e.g., Stationary Gateway, Van Gateway, Telematics Gateway) and assets tagged with Sensor tags. 

• Click on the "Inventory" tab.
  
  

• Select "gateway inventory" and choose either between Location or a specific storage asset (e.g., Van).
  
  

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  • Select the required location. Per location, you directly see the inventory check
    • Expected: Which assets are supposed to be in that location?
    • Not found: which assets are supposed to be in that location, but couldn't be found?
    • Found: which assets are supposed to be in that location and could be found?
    • Unexpected: Which assets aren't supposed to be in that location, but could be found?

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  • If you click on any of the above categories, you get the details where the assets were last seen (in particular relevant if an asset couldn't be found).
    
    

• Click on "Send Report" for that location. The report will be shared with the requester via email.

Note:

• This process is consistent across all categories: locations and storage assets (container/kit, van, heavy equipment). 

To know how to create a gateway report, please check: How to schedule a gateway report for a specific time

If you are interested in Smart Inventory checks, please check: How to check Smart Inventory on the web platform