Frontline Inventory & Help Desk Management
Frontline Inventory & Help Desk Management

Room-to-Room Transfer

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Asset Management enables users to move inventory within a site using the Room to Room transfer process. This feature updates an asset’s location and status when moving items between rooms. Assets assigned to another site or issued to a staff member or student must be moved using Site-to-Site Transfers or Quick Collect.

Transfer Items Between Rooms

  1. Navigation:
  2. Site/Warehouse View
  3. Quick Links
  4. Room to Room
  1. Click Room to Room in the "Site Tools Quick Links" menu. The “Room to Room” window opens.

Room2Room.PNG

  1. Enter or scan the Room Number where the item will be moved.
    • Press Enter or click Next to continue.
    • Or click Search to locate and select the room.
  2. (Optional) Click the Lock icon to lock the room field when moving multiple items to the same room.
  3. Select the new Status for the item from the drop-down menu.
  4. (Optional) Click Lock/Unlock to keep the selected status for multiple items.
  5. Enter or scan the Tag number.
    • If entering manually, click Save to complete the transfer.
  6. Repeat the process for additional items. The selected “Room” and “Status” will remain until changed.
  7. Click Done to close the “Room to Room” window.

Note:

  • If transferring a “Parent” or “Component” asset, a confirmation message appears. Refer to "Components Overview" for more details.
  • If a tag is not found, belongs to another site, or is assigned to a staff member or student, a message will display and the transfer will not proceed.
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