2.3. Checkout/Checkin Accessories
Each accessory in AssetIT is tracked with its available quantity. When you check out an accessory, the system automatically reduces the quantity until the stock is depleted.
Tip: To avoid running out of stock, make sure to set a minimum quantity threshold for each accessory. This way, the app will notify you when the available quantity falls below your specified threshold.
How to Check Out an Accessory
Navigate to the Accessories Screen:
Locate the accessory you want to check out in the accessory list.
In the Checkin/Checkout column, click on the
button.
Checkout Accessory Screen:
You will be directed to the Checkout Accessory screen. The Checkout Accessory screen allows you to check out accessories from inventory, either for a specific user or an asset. Follow the steps below to complete the checkout process:
Accessory Name: The name of the accessory you are checking out will be displayed at the top. (e.g., Anker PowerLine Lightning Cable)
Category: The category of the accessory is shown next (e.g., Cables), helping you identify it by type.
Checkout to: You can choose whether to check the accessory out to a User or an Asset:
User: Select this option if the accessory is being assigned to a person.
Asset: Select this option if the accessory is being assigned to another asset (e.g., a laptop or other equipment).
User Field: If checking out to a user, type the user's name in the search bar and select the appropriate user from the list.
Notes: Use this field to add any relevant notes regarding the checkout (e.g., reason for checkout, condition of the accessory, etc.).
Submit: Once all fields are filled out, click the Submit button to complete the checkout process.
Cancel: If you need to exit without completing the process, click Cancel.
How to Check In an Accessory
To check in an accessory that has been previously checked out, follow these steps:
Locate the Accessory:
Click on the desired accessory from the list to navigate to the Accessory Details page.
View Checked Out Information:
Go to the Used By tab, where you can see the users or assets the accessory is currently checked out to.
Click on the
button to start retrieving the accessory.
Checkin Accessory Screen:
You will be navigated to the Checkin Accessory screen.
Complete all the required information, including any notes or updates necessary for the accessory.
Submit the Check-In:
Once you have entered all the required information, click the Submit button to complete the check-in process. This will:
Return the accessory to the inventory.
Update the available quantity for the accessory, restoring it to reflect the checked-in item.