Checkin An Item - Revision history

Benoit at 14:16, 11 August 2020

2020-08-11T14:16:26Z

← Older revision		Revision as of 07:16, 11 August 2020
Line 1:		Line 1:
	[[Category: CurrentRMS]]		[[Category:CurrentRMS]][[Category:How To]]

	1. Go to the Opportunity's Detail View and select Check-in tab		1. Go to the Opportunity's Detail View and select Check-in tab

Benoit at 12:51, 11 August 2020

2020-08-11T12:51:22Z

← Older revision		Revision as of 05:51, 11 August 2020
Line 5:		Line 5:
	2. As you inspect the asset, scan the serialized barcodes. Asset will be checked-in.		2. As you inspect the asset, scan the serialized barcodes. Asset will be checked-in.

	3. If the item is dirty or damaged, it needs to be put in the quarantine. ~~Client~~ the triangle menu and select check-in.		3. If the item is dirty or damaged, it needs to be put in the quarantine.

			a) For bulk items, use the checkin menu and fill out the bulk check-in details. Do the same with Non-stock Booking line items.
			[[File:Checkin details bulk.png\|center]]

			b) For Serialized Items, Click the triangle menu and select check-in.

	You get the following pop-up. Select the reason, write a note. The item will be put in quarantine. If damaged, put a damage tag on the item.		You get the following pop-up. Select the reason, write a note. The item will be put in quarantine. If damaged, put a damage tag on the item.
	[[File:Checkin-in details.png\|center]]		[[File:Checkin-in details.png\|center]]

	4. For ~~bulk items~~, ~~use the checkin menu and fill out the bulk check-in details. Do the same with Non-stock Booking line items.~~		4. For Serialized Items, If something should be noted permanently on the item (i.e. burn marks on rag):
	~~[[File:Checkin details bulk.png\|center]]~~


	5. If something should be noted permanently on the item (i.e. burn marks on ~~overhead~~):

	* select the item asset number		* select the item asset number
Line 23:		Line 24:
	When the item goes out on the next checkout, we'll know it's a pre-existing condition.		When the item goes out on the next checkout, we'll know it's a pre-existing condition.

	6. When all the items have been processed, anything that has not been checked in should be marked as missing and the client informed.		5. When all the items have been processed, anything that has not been checked in should be marked as missing (see Step 3) and the client informed.

	7. In the Functions Tab, once everything is processed, select "Finalize Return".		6. In the Functions Tab, once everything is processed, select "Finalize Return".

	This will close out the opportunity and indicate that the warehouse has nothing left to do with this job.		This will close out the opportunity and indicate that the warehouse has nothing left to do with this job.

Benoit: Benoit moved page CurrentRMS Equipment Checkin to Checkin An Item

2020-03-31T14:57:57Z

Benoit moved page CurrentRMS Equipment Checkin to Checkin An Item

← Older revision	Revision as of 07:57, 31 March 2020
(No difference)

Benoit at 13:37, 7 November 2019

2019-11-07T13:37:24Z

← Older revision		Revision as of 06:37, 7 November 2019
Line 30:		Line 30:

	All broken or Missing equipment are dealt with in the Quarantine module.		All broken or Missing equipment are dealt with in the Quarantine module.

			== Reference ==
			* [https://help.current-rms.com/en/articles/385106-check-in-return-products CurrentRMS Check-in products] article

Benoit: Created page with "Category: CurrentRMS 1. Go to the Opportunity's Detail View and select Check-in tab 2. As you inspect the asset, scan the serialized barcodes. Asset will be checked-in...."

2019-11-06T18:43:17Z

Created page with "Category: CurrentRMS 1. Go to the Opportunity's Detail View and select Check-in tab 2. As you inspect the asset, scan the serialized barcodes. Asset will be checked-in...."

New page

[[Category: CurrentRMS]]

1. Go to the Opportunity's Detail View and select Check-in tab

2. As you inspect the asset, scan the serialized barcodes. Asset will be checked-in.

3. If the item is dirty or damaged, it needs to be put in the quarantine. Client the triangle menu and select check-in.

You get the following pop-up. Select the reason, write a note. The item will be put in quarantine. If damaged, put a damage tag on the item.
[[File:Checkin-in details.png|center]]

4. For bulk items, use the checkin menu and fill out the bulk check-in details. Do the same with Non-stock Booking line items.
[[File:Checkin details bulk.png|center]]

5. If something should be noted permanently on the item (i.e. burn marks on overhead):

* select the item asset number
[[File:Asset Screen.png|center]]
* edit the item and put the note in the Warehouse Checkout note.
[[File:Stock level edit.png|center]]

When the item goes out on the next checkout, we'll know it's a pre-existing condition.

6. When all the items have been processed, anything that has not been checked in should be marked as missing and the client informed.

7. In the Functions Tab, once everything is processed, select "Finalize Return".

This will close out the opportunity and indicate that the warehouse has nothing left to do with this job.

All broken or Missing equipment are dealt with in the Quarantine module.