Roles: Administrator & Employee | Device: Mobile App
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 ON!Track mobile app.
Go to the gateway-enabled location or storage asset.
Open Smart Inventory.
Review the category counts and open the relevant list.
Select the asset or assets you want to transfer.
Add them to the Transfer Cart or start the transfer flow.
Choose the destination location, storage asset, or worker.
Review and confirm the transfer.
For Quantity Items:
For quantity items, use the standard mobile transfer workflow where available. The logic is the same as on web platform: select the quantity item allocation, enter the quantity to move, choose a destination, adjust the item status if needed, and confirm.
Open the relevant quantity item or allocation.
Enter the quantity to transfer.
Select the destination.
Adjust the status if required.
Confirm the transfer.
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