iOS Quick Check Out
The Check Out Asset transaction provides the ability to check-out assets to a customer or employee, specifying a Due Date and Due Time by which the asset should be checked-in.
You have two options for checking out assets: Check Out and Quick Check Out.
Check Out allows you to check out a number of assets to an employee or customer, then view the Summary screen where you can collect a signature and/or print a receipt.
Quick Check Out can be used when you have many assets you want to check out to different customers/employees without worrying about gathering signatures on each one. This mode allows you to select a customer or employee and check out the asset without having to collect signatures or view the summary screen for each transaction.
Note:
Quick Check Out
Tap on the Transactions > Quick Check Out.
The Quick Check Out screen will appear.
Note:
- 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.
Enter or scan the Asset Tag or click on the magnifying glass icon to access the Search Asset screen. The Search Asset screen will appear. Search for the asset 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 Description, Site, Location/From Group will populate based on the Asset Tag entered. It will be read only.
Select the Assign To field. The options are Customer, Employee and Vendor.
Note - Assets can be checked out to customers, employees or vendors. By default, the Check Out screen is set to Customer. You can switch to Employee or Vendor by clicking the down arrow in the Assign To field. A screen will appear allowing you to select Customer, Employee or Vendor.
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 by clicking on the "+" SYMBOL IN THE SEARCH SCREEN.
Tap on the Check Out button.
