Moving Accessories From One Store to Another

 SummitAI Asset Management
 Administrators

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SUMMIT Software Center

You can move Accessories of one Store to another.

To move the Accessories from one store to another:

  1. Select Asset > User > Manage Asset > Asset Inventory.
  2. On the ASSET INVENTORY page, click ACCESSORIES. On the ACCESSORIES page, click Filters. On the FILTERS pop-up page, select the value for Status as In Store and select the other required filter criteria. Click SUBMIT. For more information about fields on the FILTERS pop-up page, see Searching Assets.
  3. The ACCESSORIES page is displayed with the list of filtered Assets. Select the Asset(s) that you want to move to another Store, and then click STORE MOVEMENT on the ACTIONS panel.

    ACCESSORIES page
    Figure: ACCESSORIES page

  4. On the STORE MOVEMENT page, select the Destination Store where you want to move the Assets, fill in the Quantity and provide     your remarks in the Remarks text box. Based on the configuration done by the Administrator, you may need an approval before you   can move an Asset from one Store to another.

     Moving Assets to another Store with Approval

    Fill in the details on the STORE MOVEMENT page, and then click SUBMIT to send the Asset movement for approval.

    STORE MOVEMENT page
    Figure: STORE MOVEMENT page

     The following table describes the fields on the STORE MOVEMENT page.

    Field

    Description

    Asset Summary

    Tenant

    Displays the Tenant of the selected Asset.

    Category

    Displays the Category of the selected Asset.

    Source Store

    Displays the Store location of the selected Asset.

    DETAILS

    Destination Store

    Lists all the configured Stores. Select the destination Store from the list.

    Quantity

    Type in the quantity of the Assets that are moved.

    Remarks

    Type in the comments or notes about the Asset movement, if any.

    MOVEMENT DETAILS

    Movement ID

    Displays the movement ID.

    Movement Date

    Displays the Asset movement date and time.

    Returnable Type

    Lists all the configured Returnable Types. Select the Returnable Type of the Asset.

    Return Date

    Specify the return date for the Asset. Click the Calendar icon to select the return date.

    ASSET DETAILS

    Displays the details of the Assets for which store movement is initiated.

      • Asset ID: Displays the ID of the Asset.
      • Category: Displays the Category of the Asset.
      • Asset Code: Displays the Asset Code of the Asset.
      • Quantity: Displays the quantity of the Asset.
      • Barcode: Displays the bar code of the Asset.

    APPROVAL HISTORY

    This section displays the approval history, if any.

     Moving Assets to another Store without Approval

    Fill in the details on the STORE MOVEMENT page, and then click SUBMIT to send the Asset movement for approval.


     Figure: STORE MOVEMENT page

    The following table describes the fields on the STORE MOVEMENT page.

    Field

    Description

    Asset Summary

    Tenant

    Displays the Tenant of the selected Asset.

    Category

    Displays the Category of the selected Asset.

    Source Store

    Displays the Store location of the selected Asset.

    DETAILS

    Destination Store

    Lists all the configured Stores. Select the destination Store from the list.

    Quantity

    Type in the quantity of the Assets that are moved.