Warehouse operations: the detail view
11 articles
- 🎞️ What is the detail view?Allocate, prepare, book out, and check-in assets from the opportunity detail view.
- Allocate, prep, and book out productsAllocate, prepare, and book out products to choose and get them ready for your opportunity.
- Work with temporary or permanent serialised containers on an opportunityAllocate, prep, book out, and check-in temporary or permanent serialized containers on the detail view.
- Work with assets that are due an inspection on an opportunityOnRent Events can warn you when working with an asset that’s due a test on a job, or stop you altogether. You can jump into a test here, too.
- Work with containersGroup items together into containers on the opportunity detail using containers.
- Swap out permanent container componentsChange an asset within a serialized container using the swap component option.
- Using free scan to add additional items to the warehouseFree scan lets you add assets to an opportunity by scanning the asset number or barcode from the detail view.
- Check-in (return) productsWhen the kit comes back to your store, use the check-in function in your system to return to availability or create quarantines.
- Add or manage allocations from the opportunity item edit screenEdit an opportunity item to adjust allocations.
- How do I undo allocating, prepping, booking out, or checking-in an asset?Accidentally booked out something that you shouldn’t have? Use the Revert Status option to revert to the previous status.
- Display cumulative weight per opportunity groupControl how Weights are displayed on your Opportunities.