How quantity item transfers work vs asset transfers using mobile application

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Roles: Administrator & Employee | Interface: Mobile

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 allocations and then click on transfer.



     
  • Select where the item should be moved. This could be a location, a storage asset, or an employee. Enter the quantity you want to transfer. Make sure all required details are filled in before completing the transfer.


  • Select the asset you want to transfer and click on the three dots and then click on transfer.


     
  • Select the assets you want to move, then click "Transfer" to send them to the right place. Make sure to fill in all required details, whether you're transferring to a location, a storage asset, or an employee. 




     
Quick Transfer
  • Select the Quantity Item (QI) you want to transfer, select allocation\s and click on the quick transfer.


     
  • 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 three dots and then click on quick transfer.


     
  • Fill out the required details where the asset will be moved. Click on transfer now.

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

 

 

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