Roles: Administrator & Employee | Platform: Web
ON!Track has 2 different ways of performing transfers. Those are:
1) Quick Transfer: This feature allows you to transfer individual assets swiftly to job sites, warehouses, storage assets, or workers. You can use Quick Transfer to immediately assign one asset or a quantity item to a responsible employee, a location, or a storage asset.
2) Transfer: This feature allows you to transfer multiple assets, especially to different job sites, containers, or workers. Compared to "Quick Transfer", you can also set a return date and add notes.
Good to Know:
- You must have permission before moving assets or changing item quantities.
- Note: Smart Inventory scans one gateway-enabled location or storage asset at a time.
- When you transfer an item, its “Assigned to” value is updated.
- You can transfer items to a location, storage asset, or worker.
- The transfer cart can hold up to 500 items.
Instructions:
For Assets:
Open the gateway-enabled location or storage asset in ON!Track Web.
Open the Smart Inventory section.
Expected = assigned there and expected there
Found = physically detected there
Not found = expected there but not detected
Unexpected = detected there but assigned somewhere else
Open the relevant asset list and select the asset or assets you want to move.
Choose Transfer or Add to Transfer Cart.
Open the Transfer Cart. Select a destination type: Location or Storage asset or Worker
Review the transfer details and submit the transfer.
For Quantity Items:
Quantity items are not handled through Smart Inventory in the same way as smart-tagged unique assets. Instead, use one of the supported transfer entry points below.
From the Quantity Item list view
From the Quantity Item allocation view
From a Storage Asset in the Assets list
From Location details (Web only)
From Worker details (Web only)
Open the quantity item or allocation you want to move.
Add the required quantity to the Transfer Card.
Choose the destination: Location or Storage Asset or Worker.
Set the item status:
Available
Reserved
Consumed
In repair
Lost or stolen
Disposed
Review the transfer and confirm it.
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