Windows Mobile/CE Check In

The Check In Asset transaction provides the ability to check in assets currently checked out to a customer, employee or vendor.

You have two options for checking in assets, Check In and Quick Check In.

Check In allows you to check in a number assets from an employee, customer or vendor, then view the Summary screen where you can collect a signature and/or print a receipt.

Quick Check In can be used when you have many assets you want to check in from different customers/employees/vendors without worrying about gathering signatures on each one. This mode allows you to select a customer, employee or vendor and check in the asset without having to collect signatures or view the summary screen for each transaction.

Keep in mind that you can "pin" fields on this screen. For more information on pinning, please refer to the topic Windows Mobile/CE Locking Fields.

 

To Check In an Asset:

From the Main Menu, tap on the Transactions > Check In.

The Check In screen will appear

Check In tab

• Enter or scan the Asset Tag or click on the magnifying glass icon to access the Search Asset screen. Search for the asset in the search asset screen and tap on the asset tag number. The asset can be a fixed asset, multi-quantity asset, a group or an asset in a group.
• The Asset Description will appear on selecting the valid asset tag.

• If the selected 'Asset' is in a group i.e. a child asset and "Transact as Whole" feature is enabled for the Group
• The asset tag field will automatically select the group (i.e. the parent) containing this asset. The Group Widget (dropdown button) will appear in the asset tag field and it will display the parent and the child asset. The View Group button will display all the grouped assets. Note that you can also select the child asset using the group widget. Example: Consider that HP Charger is a child asset for HP Laptop and Transact as Whole is enabled for HP Laptop. On selecting HP Charger, the asset tag will automatically select HP Laptop.  Using the group widget, you can also select HP Charger.  

• If the selected 'Asset' is in a group i.e. a child asset and "Transact as Whole" feature is disabled for the Group
• The asset tag field will display the selected asset. The Group Tag field under Group tab will display the group name (i.e. the parent asset). Example - Consider that Flip Case is a child asset of Mobile. If you select Flip Case, since Transact As Whole is disabled for the Group (i.e. Mobile) containing Flip Case, the Asset Tag will display Flip Case and From Group will display Mobile.  

• If the selected asset is a 'Group (parent asset)' and "Transact as Whole" feature is enabled for a group
• The asset tag field will select the whole group i.e. all the sub-items will be checked-in by default. if you want only the parent group to be checked-in, select the group with no sub-items from the dropdown. The View Group button will display the grouped assets.

Example: Consider that there are 3 groups - Container 1, Container 2, Container 3. Container 1 and Container 2 are Transact as whole.

If you select Container 1, the parent group i.e. Container 2 with transact as whole feature enabled will get selected. Note that you can also select Container 1, Container 1 with no sub-items using the group widget.    

• If the selected asset is a 'Group (parent asset)'  and  "Transact as Whole" feature is disabled for a group
• The asset tag field will select the whole group.

Example: Consider that there are 3 groups - Container 1, Container 2, Container 3. Container 1 and Container 2 are Transact as whole. Container 3 is not transact as whole. So on selecting container 3, whole group gets selected. You can also select Container 3 with no sub-items. The View Group button will display the grouped assets.

• In case of multi-quantity asset, enter the Quantity. In case of fixed asset, the quantity field will be read only.

 

• Check In To - By default, the Check In screen is set to Customer. You can switch to Employee or Vendor by clicking on the down arrow next to the customer field. This field will be read only for fixed asset.

• Enter the Employee / Customer / Vendor name. Scan or enter using the keyboard or search for an employee, customer or vendor. You can also add a new employee / customer / vendor name. This field will be read only for fixed asset.

 

Location Tab

• Site - Enter the Site or click on the magnifying glass icon to access the Search Sites screen. Search for the site and tap on it. The From Site will appear below To Site field. The From Site will be read only for a fixed asset.
• Location - Enter the Location or click on the magnifying glass icon to access the Search Locations screen. Search for the location and tap on it. You can also add a new location.

              

Group Tab

• From Group - Enter the From Group or click on the magnifying glass icon to access the Search Group Assets screen. Search for the group and tap on it.

Notes

• Enter notes, if any.

       

Summary

• The Check In Summary will display the checked in assets.

     

• Select the asset. Use Select All option to select all the assets.
• Tap on the Signature checkbox and (or) Print checkbox. This step is optional. If both the checkbox are selected, then on saving Signature screen will appear first and then Print options will appear.
• If you have enabled collecting a signature, the signature screen will appear. Have the customer/employee sign the screen with their fingertip or a stylus. You can change the orientation of the signature line by clicking the circle icon in the lower left corner of the screen. If you are satisfied with the signature, tap the green tick mark icon. If you want to erase the current signature and try again, tap the trash can icon.

  

• The Print option will appear after Signature. Select the print options - Bluetooth or Network and tap on the Print button.
• After collecting a signature and printing a receipt the session is closed and you will be returned to the Check-In screen.