Windows Mobile/CE Quick 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 of 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 Use Quick Check In

Tap on the Transactions > Quick Check In.

The Quick Check In screen will appear.

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.

• 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 View Group button will display all the grouped assets. 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.  
• 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 Plastic Case is a child asset of Mobile. If you select Plastic Case, since Transact As Whole is disabled for the Group (i.e. Mobile) containing Plastic Case, the Asset Tag will display Plastic 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-out by default. 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.  
• 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. 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. Container 3 is not transact as whole. So on selecting container 3, whole group gets selected.

The Site and the Location or the From Group will auto-populate on selecting the Asset Tag field.

A message will appear indicating that the asset is successfully checked In.