Frontline Inventory & Help Desk Management

Transfer Assets Quickly via Tags Grid

Quick Transfer allows administrative administrators the ability to bulk transfer tags (in the status of Available) from multiple origin sites to a single destination or from multiple rooms at a site to a single destination room within the same site. This process does not require each tag to be scanned. Filter the Tags grid to select the desired tags.

Note: Tags issued to a student or staff member cannot be included in a Quick Transfer.

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TagGrid_QuickTransfer.PNG

Perform a Site-to-Site Quick Transfer

  1. Click on barcodes.gif Tags, located in the top navigation bar.
  2. Filter the "Tags" grid for the respective tags to transfer.
  3. Click on Ship.gif Quick Transfer. The "Quick Transfer" window opens.
  4. Select Site to Site using the Transfer Type drop-down menu.
  5. Click on add.png Create a New Transfer.
  6. Select the site(s) where the tags are currently located using the Transfer from Site(s) drop-down menu.
  7. Review the "Tag Details" box to verify the number of tags available to transfer. Only "Available" tags qualify for this process.
  8. Select the destination site from the Destination Site drop-down menu.
  9. Select the destination room from the Destination Room drop-down menu.
  10. Select the tag status from the Status drop-down menu.
  11. Enter Status Notes (optional). Character limit of 1,000.
  12. Click on go.png GO. The "Site to Site Transfer" window opens.
  13. Confirm that the number of tags displayed in red and the destination site are accurate.
  14. Type in the confirmation word (case sensitive) displayed on the "Site to Site Transfer Confirmation" window.
  15. Click on Confirm. A processing window opens and displays the progress of the transfer.
  16. The "Transfer Complete" window opens and displays the message "Transfer Completed Transfer Successful.”
  17. Click OK.

Perform a Room-to-Room Quick Transfer

  1. Click on barcodes.gif Tags, on the top navigation bar.
  2. Filter the "Tags" grid for the respective tags to transfer.
  3. Click on Ship.gif Quick Transfer. The "Quick Transfer" window opens.
  4. Select Room to Room using the Transfer Type drop-down menu.
  5. Click on add.png Create a New Transfer.
  6. Select the site using the Site drop-down menu.
  7. Select the desired room(s) where the tags are currently located using the Transfer from Room(s) drop-down menu.
  8. Review the "Tag Details" box to verify the number of tags available to transfer. Only "Available" tags qualify for this process.
  9. Select the destination room from the Destination Room drop-down menu.
  10. Select the tag status from the Status drop-down menu.
  11. Enter Status Notes (optional). Character limit of 1,000.
  12. Click on go.png GO. The "Room to Room Transfer Confirmation" window opens.
  13. Confirm that the number of tags displayed in red and the destination room are accurate.
  14. Type in the confirmation word (case sensitive) displayed on the "Room to Room Transfer Confirmation" window.
  15. Click on Confirm. A processing window opens and displays the progress of the transfer.
  16. The "Quick Transfer" window opens and displays the message "Transfer Completed Transfer Process Complete.”
  17. Click OK.