How to reserve your equipment manually, but also how to do it with a scanner and how to add extra equipment... Read all about it in this article.
By booking equipment to a specific status, everyone in the warehouse knows what needs to happen with equipment items (or combinations) and where they currently are located.
How to manually book your equipment
Go to the Warehouse module, and locate the project you want to book equipment for. For more detailed instructions on how to do this, check out this article.
In the Warehouse module, you have three options for manually booking equipment (without scanning):
Click on to book everything at once. This will book all equipment to next status except for the serialized combination titles.
How to book your equipment using a scanner
- Connect a scanner that can act as a keyboard to your computer.
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Click on the "Activate scanner" button crop_free.
- Scan your equipment.
Searching for equipment in the booking screen
Add additional equipment
- Click the More options more_vert button and select "Enter additional equipment".
- Search for and click on the desired item.
- Configure price and time options.
- Click on Enter equipment.
Workflow for sale equipment
Check out this article for more information.
'Scan Return' Equipment from Multiple Projects
If you have bulk or serialized equipment coming back from multiple projects at the same time, we have a handy time-saving solution called the "Scan return" feature. It allows you to efficiently scan and return equipment without the need to open each project individually.
Additional options
When packing items
Items that have been planned in quantity 2 or more can be split in multiple tiles. Click to split and fill in the number of items that should remain on the current tile, after which the other items will move to a new tile.
Click and choose another item to plan instead of the current item. The new item will be added for the same price as the planned item. This can be changed by changing the price of the old item.
When items are back from locationEquipment Scheduling
In the status before "Returned", you can mark items either defect or lost by clicking on the More options more_vert button.