How Quantity Item Transfers Work vs Asset Transfers using web platform

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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 rulesMax 500 items with “Available” status per transferEach asset has a “Home” (default) and “Assigned to” (current) location
 

 

 

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