Roles: Administrator & Employee | Interface: Web
Quantity Item Transfers and Asset Transfers have distinct processes and rules which are mentioned below:
Feature | Quantity Item Transfers | Asset Transfers |
|---|
| What is being moved | - Bulk items like screws, cables, or nails.
| - Individual tools or assets like drills or machines.
|
| Transfer | - Select the Quantity Item (QI) you want to transfer and click on the transfer option.

- Choose the Allocation where the item will be moved.

- Enter the Quantity to be transferred.

- Make sure to fill in all the needed details when transferring items, whether it's to a Location, Storage Asset, or Employee.

| - Select the asset you want to transfer and click on the transfer cart.

- To transfer an asset, simply confirm the selected item(s) and click "Transfer" to move them to the desired location.

- Make sure to fill in all the needed details when transferring items, whether it's to a Location, Storage Asset, or Employee.

|
| Quick Transfer | - Select the Quantity Item (QI) you want to transfer and click on the quick transfer.
 - Choose the Allocation type and fill out the required details where the item will be moved. Click on transfer now to transfer the quantity item.

| - Select the asset you want to transfer and click on the quick transfer.
 - Confirm the asset and fill out the required details where the asset will be moved. Click on transfer now.

|
| Transfer History | - Click on the allocations for the required quantity item.
 - Open Manage location and open the details for the require allocation and view the transfer history.


- Contains basic tracking through status and location.
| - Go to the "Administration" tab and select "Transfer History" to see the record of asset transfers.


- Detailed view of a single transfer history.
 - Contains detailed history with date, notes, and signatures etc
|
| Special rules | Max 500 items with “Available” status per transfer | Each asset has a “Home” (default) and “Assigned to” (current) location |
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request