In a typical business setting, tools and assets are often moved randomly between various locations such as warehouses, jobsite containers, jobsites, and service vans. This process is time-consuming and prone to errors, leading to inaccuracies in inventory management. The ON!Track system provides suggested transfers to help streamline this process, ensuring that inventory records are accurate and consistent with the physical locations.
How Suggested Transfers Work
- Suggested Transfer shows a single list of assets that are physically detected at a gateway‑enabled place, such as a location, container, van, or heavy equipment, but are assigned to a different place in ON!Track.
- From this list, users can manually transfer the asset to the correct location.
- If something looks unclear, users can contact the responsible worker to understand why the asset is in the wrong place.
- Suggested transfers require user action. Each transfer must be reviewed and accepted by a user.
- Automated transfers work differently. They happen automatically based on company settings and do not require any user input.
How to navigate
The suggested transfers can be viewed in a new tab under the alerts section called "Suggested Transfers."
What the suggested transfer list shows
- The list includes assets assigned to one location but detected by a different gateway-enabled location or storage asset.
- These require manual review and action from the user to either transfer the asset or investigate why it’s misplaced.
-
New tags appear in Suggested Transfer about 8 minutes after entering the gateway range.
Detailed view & filtering options
You can view detailed information about each asset and filter the list by location, responsible worker, or asset details.
Whats new
The suggested transfer list is automatically generated and cannot be manually dismissed or deleted.
User actions
Users can quickly transfer assets to the correct location using a quick transfer option for single or multiple assets.
What happens once the transfer is completed
- Alerts: Once a suggested transfer is completed, any previous unexpected asset removal alerts for that asset are closed.
- Multiple Locations: If an asset is detected by multiple gateway-enabled locations, users can choose the destination location.
- Transfer History: All completed suggested transfers are logged in the transfer history view.
Special Cases
- Storage Assets: When a storage asset is transferred, all child assets are also transferred according to existing rules.
- Loading Indicator: If the suggested transfer list takes time to load, a loading wheel indicates the process.
Summary
Automated and suggested transfers in ON!Track enhance the efficiency, accuracy, and transparency of asset management by reducing manual effort and human errors. These features help maintain parity between the physical locations and the digital records, ensuring that inventory management is seamless and reliable.
You may also be interested in Automated Transfers! If so, please check: Automated Transfers