iOS Check Out

The Check Out transaction allows you to check out the asset(s) to a customer, employee, or vendor. There are two options to check out the assets and they are

• Check Out
• Quick Check Out.

Check Out allows you to check out assets to an employee, customer, or vendor and then all the checked-out assets can be viewed in the Summary screen. Also, in the summary screen, you can collect a signature and/or print a receipt. You can specify the due date and time by which the asset should be checked-in.

Quick Check Out can be used when you have many assets that you want to check out to different customers/employees/vendors without worrying about a receipt or a signature on each transaction. Quick Check Out screen will allow you to check out the asset directly. The screen will not have a summary screen and the option to collect the signature/ receipt.

Note: Quick Check Out will be disabled if Require a Signature on Device is set to Yes in the Mobile Settings.

Note: Make sure to enable Capture Transaction Geolocation inSettings to capture the Geolocation of the transaction operation.

Note: Group Widget in the Asset Tag field - The Group Widget is a dropdown button that will appear for the asset that has "Transact As Whole" feature enabled. The Group Widget in the transaction page supports the behavior of Group on a Transaction screens. It always ‘remembers’ the Asset that was selected as well as the group(s) that the asset is in.

 

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Check Out

1. Tap on the Transactions > Check Out.

1. The Check Out screen will appear.

• If the Capture Transaction Geolocation under settings is enabled, then a pop-up message will appear asking the user to allow the application to access the device's location. The Geolocation of the transaction will be captured only if the location access is turned on. Click on the Ok button. Click on the Settings (in your mobile) > AssetCloud > Allow AssetCloud to Access - Location to turn on the Location.

• Fields that are followed by an asterisk (*) are mandatory. Also, you can lock the field, refer iOS Pinning Data.
• The Magnifying Glass icon next to a particular field will navigate to the Search screen of that particular field. For example the Magnifying Glass icon next to a location field will navigate to the search location screen.
• You can use the keyboard to enter the information in any field. Or If you want to scan a barcode, use the Barcode scanner. Tap on the Barcode symbol, the scanner will appear. Scan the barcode and the field will display the scanned barcode number.

Asset Details & Location/Group Details

3. Enter the Asset Tag or search for the asset in the search asset screen that you want to check out.

• 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.   
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• 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 the 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. if you want only the parent group to be checked-out, 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 or 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, the whole group gets selected. You can also select Container 3 with no sub-items. The View Group button will display the grouped assets.

   

 

4. In case of Fixed Asset, the Asset Type, Asset Description, Site, Location and Quantity will appear on selecting the valid Asset Tag.  In the case of Multi-Quantity Asset, enter or select the Site, Location, From Group, and enter the Quantity.

Note: The available Quantity will be displayed under the Quantity field. The Site, location and Quantity will be read-only for a fixed asset.

5. Enter the notes, if required.

 

Check Out To

6. Select the Assign To field. Assets can be checked out to customers, employees or vendors. By default, the Check Out screen will be set to Customer.

7. Enter or search for the Customer/ Employee/ Vendors name.
8. Select the Check Out Type. The options are Use Check Out Length, No Due Date and Custom. Check Out Length will display the due date and time and it will be read only, No Due Date will not have any due date and Custom will allow you to add due date and time as per your wish.

 

Move To - Location

9. Enter the To Site or click on the magnifying glass icon to access the Search Sites screen. Search for the site and tap on it.
10. 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 by clicking on the '+' symbol on the Search Locations screen. Refer to New Location.

 

Move To - Group

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

 

Custom Fields

12. Fill all the Custom Fields.

13. Click on the Check Out button.
14. A message will appear, indicating that the transaction is added.
15. Once you tap on the Check Out button, a number will appear over the Summary button. This is the number of transactions you have performed. You can keep adding quantity to different multi-quantity assets as needed.

16. Click on the Summary button. The summary screen will appear. The summary screen will have details of each asset you have checked out. You can also uncheck the checkbox for the asset that you no longer want to check out.

17. Tap on the Signature and (or) Print slide button. This step is optional. If both signature and print options are selected, then on saving Signature screen will appear first and then Print options will appear.

• In the Signature screen, you can sign and save. Use Reset to sign again, Dismiss to navigate to Summary screen and Save to save the signature.

• The Print option will appear after signature. Select a print options - Bluetooth or Network and tap on the Print button For information on printing from Android, please refer to the topic Printing from the Asset Cloud App.

18. After collecting a signature and printing a receipt, the session is closed and you will be returned to the Check Out screen.