The Receive By Tag import is completed during the recording of a Purchase Order in the Purchasing Grid at the Product level. It allows the user to receive items to a room/student/staff located on the respective site by importing an XLS or XLSX file into Asset Management.

Template Requirements

You will need a separate template for each location type in which assets are to be placed.

• To import to a Room, the file must contain the minimum: Tag#, Serial# (if required for product type), Room#, and Status.
• To import to a Student, the file must contain the minimum: Tag#, Serial# (if required for product type), and Student ID.
• To import to a Staff member, the file must contain the minimum: Tag#, Serial# (if required for product type), and Staff ID.