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Warehouse

Assign assets

Assign assetsAssign assets

Use this form to hand units to an employee as a custody asset, for example tools or devices needed for a job. The units stay on the warehouse’s books until they are checked back in, and they appear in the employee’s My assets list.

Fields

Section titled “Fields”
  • Warehouse — the warehouse holding the units (required).
  • Employee (user) — the employee’s user account, if they have one.
  • Employee name / ID — the employee’s name or ID; you can pick a user, type a name, or both.
  • Project — the project the assets are for, if any.
  • Expected return date — when the units should be returned.
  • Reason — what the assets are for (required).

How to assign assets

Section titled “How to assign assets”
  1. From the side menu, open Assets › Assign assets.
  2. Fill in the Assignment details.
  3. In the units section, search for the units by code or scan them, and add them.
  4. Click Assign units. Click Cancel to leave without saving.