Warehouse operations: the detail view
9 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 serialized 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 opportunityCurrent 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.
Use free scan to add additional items in 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 kit comes back to your store, use the check-in function in Current to return to availability or create quarantines.
Add or manage allocations from the opportunity item edit screenEdit an opportunity item to adjust allocations.