While in Current RMS, your gear might be separated neatly by opportunity; after a busy week you might find yourself in a warehouse full of kit from different jobs that all needs checking back in! Global Check-in can help here.
Instead of using the detail view for each opportunity or project to check-in your products, use the Global Check-in screen to check-in assets across all active opportunities in your store.Â
With global check-in, you can:
- Check-in assets across multiple opportunities.
- Edit a check-in to mark an asset or quantity as lost or damaged.
- Limit checking-in to items booked out to a particular organization or on a particular opportunity or project.
- View and take over other global check-in sessions.
Get started
Head to Opportunities > Global Check-in to open the Global Check-in screen.Â
Your initial view will be a blank global check-in screen. If you’ve started a global check-in, you’ll see what you’ve checked in so far.
If you don't see the global check-in that you've been working on, you can use the View other sessions button as described below.
Check-in
Make sure your cursor is in the “Asset” field and simply scan an asset or barcode number to start checking-in. Set a quantity in the “Quantity” field, if you wish.
As with the opportunity detail view, you don’t need a barcode scanner – type the name of your product or asset number into the “Asset” field and Current will auto-suggest kit for you.
An item or asset will be checked-in if it’s booked out or part checked-in on an active order in the current store.Â
When checking-in, Current will look across all active orders. This is especially handy for times where you might have cables out across multiple jobs – count the number and enter it into the “Quantity” field, then scan or type in the asset field and Current will check-in across opportunities. A line will be created for each opportunity.
Serialized containers and their serialized components are checked-in as normal, but serialized components are not listed.
Using the detail view
When you check-in an asset on a global check-in, Current RMS prevents you from performing check-in actions for it on the opportunity detail view, although you may still perform quick check-in if there a quantity remaining that hasn’t been checked in.
Complete a global check-in to perform actions on check-ins from the detail view.
Check-in prompt
You’ll see a pop-up box asking you to choose which assets to check-in when you scan or type an item that has:Â
- assets for both rental and sale
- assets with different stock categories, i.e. bulk and sub-rent
- multiple assets for the same serialized asset
- assets with a lower quantity outstanding than the input quantity
Current RMS will make a different noise when this box is displayed, so you know that it needs your attention.
Tick boxes (for serialized stock) or enter quantities and hit the check-in button to check-in the selected assets.
Check-in to the quarantine
As with the detail view, edit a check-in to tell Current RMS that an item is lost or damaged.
You’ll see icons for OK, lost, damaged, and sale return in the Global Check- in list:
To edit check-in details, click the blue arrow to the right of a line and choose Edit from the menu.
The “Edit check-in details” screens are the same as when accessed from the detail view, check out our guide for more: Check-in (return) products
Adjust settings
Use the small wrench icon at the top-right to adjust Global Check-in settings.Â
-
Organization
Limit check-ins to items booked out for a particular organization. -
Opportunity/project
Limit check-ins to items booked out on a particular opportunity or project. -
Days ago
How long ago should the opportunity have ended? For example, if today is August 15th and you set the number of days to 10, Current will check-in assets on opportunities with an end date of later than August 5th. -
Early check-in?
Tick to check-in assets on opportunities where the end date hasn’t yet elapsed. -
Sort order
When checking-in assets, choose whether assets should be checked-in on oldest or newest opportunities first.
Hit the View other sessions button to find a global check-in that you were previously working on or view other people's global check-in sessions. We’ve got a guide that runs through this, see: Manage global check-in sessions
Check-in detail
Hover over the quantity column in the global check-in list to get an overview of what’s was booked out and what’s been checked-in so far.
-
Asset
Quantities booked out and checked-in via the opportunity detail view. -
Global check-in
Quantities checked-in as OK, damaged, lost, sold, or returned using Global Check-in. -
Outstanding
The quantity remaining to be checked-in. -
Last check-in
If a check-in updates an existing row, the “Last check-in” figure lets you know the quantity that was last checked-in for that row.
Reset check-ins
Reset check-ins for individual check-ins by clicking the blue arrow to the right of a check-in and choosing Reset from the menu. Click to confirm.
Reset multiple check-ins at once by ticking the boxes to the left and then hitting the red Reset button at the top of the Global Check-in screen.
Complete check-in
When you’re done, complete the check-in to release the assets so you can finalize as normal from the opportunity detail view. Until a global check-in is completed you cannot change the check-in details of its assets or finalize its opportunities from the detail view.
Complete by clicking the green Complete button at the top of the Global check-in screen.
After you complete, your global check-in list will be cleared and any further alterations to check-ins will need to be done from the opportunity detail view.
Next steps
Now you’ve checked-in assets, finalize them from the opportunity detail view. Check out our guide: Finalize (complete) your products