Tagged units

Most items are counted: you own 200 chairs. Some are worth tracking one by one, such as a generator, a heater or a lighting controller. Set those to Each unit tagged and every unit gets its own record.

Steps

1. Open the product and set Tracked as to Each unit tagged.
2. Open its Stock and availability tab.
3. Under Units, press Add unit.
4. Type the Asset tag (the code on its sticker), and if you like the Serial number, Condition and Location.
5. Save. Repeat for each unit.

How many you own is now the number of units in service.

A unit's page

• Status: Available, Checked out, In maintenance, Damaged, Lost or Retired. Every change is kept in the unit's history.
• Condition: New, Good, Fair or Poor.
• Purchase and care: when it was bought, what it cost, the vendor and when it was last cleaned.

Out and back by its tag

1. Scan the unit's tag, or open the Scan page from +, Scan a label, and type it.
2. Press Check out, type the order number, and press Out it goes.
3. When it comes back, scan it and press Check in.

See Scan items. Scanning a tag on Prep & Load Up also checks the unit out to its order. See Prep and load up.

Good to know

• Units marked Lost or Retired no longer count as owned. A unit In maintenance or Damaged cannot go out, and shows under the Needs attention view.
• An order with tagged units still out says so above its tabs, with Check in all to bring them back in one press.
• Labels can print one per unit, with its tag. See Barcodes and labels.
• Moving units out and in needs a role that can change assets. Others can only see them.

If something goes wrong

• "Is already out on" an order. Check the unit in first, or see where it went on its page.
• "So it cannot go out." The unit is marked damaged, in maintenance, lost or retired. Change that on its page first.
• "Is a product's code, not a unit's tag." You scanned the product's label. A unit goes out and comes back by its own tag.