Check-Out Asset in Fixed Equipment

  • Last Created On Jul 13, 2023
  • 151
0 0

You can check-out assets to employees or customers or other assets or locations or projects.

Show the Check-out button only when the asset has a state of type Deployable.

After each check-out or check-in, the action is recorded in the History tab in the asset details.

Check-out 

  • Step 1. Go to Assets menu under Fixed Equipment module from the left sidebar
  • Step 2. Select an asset and click on Check-out button.


  • Step 3. In the Check-out popup, fill in the following detail 



1. Select the Status : Ready
2. Check-out to: Select the Asset: this asset will be displayed in asset detail which is selected to receive check-out.


Select the Location: this asset will show in the selected location detail 



3. Enter the Check-out date 
4. Enter the Expected check-in date ( optional). This field is for storage only.
5. Enter the Notes 

  • Step 4. Click on the Check-out button 
Views: 151

Recent Articles

  • Labor Cost Calculation Guide
    67
  • Customizing Ticket Statuses in Customer...
    53
  • Convert to Invoice or Expense & Create I...
    78
  • Service Appointment in Field Service
    95
  • Work Orders in Field Service
    87

Popular Articles

  • Connect your X (Twitter) account and Syn...
    3232
  • Warehouse
    2588
  • Item Settings
    2122
  • X (Twitter) Analytics
    1980
  • Plaid environment & Setup Your Bank Acco...
    1927