Asset Check-in

The platform can enable you to track and record details about assets that are being returned after they have been checked out.

A list of assets that have been checked in can be viewed on the Check-in page.

Prerequisite

Before checking out, and checking in assets, the assets first need to exist under the Tagged Assets section.

You then need to customize the Asset Check-in Data Capture fields so that you can gather the details you need about the asset being checked in.

There are several ways to check in assets.

Asset check-in from the web app

Option 1 – From the Asset Check-out page

Assets that have previously been checked out are listed on the Check-out Page.

Go to the Manage Assets > Check-out page. On the table, select single or multiple assets then click on the Check-in Selected button. On the page that follows, fill out and submit the form.

Option 2 – From the Asset Check-in page

Go to Manage Assets > Check-in page. Click on the Add New Record button > Add A Single Record. On the new page, select the asset then fill out and submit the form.

Option 3 – Use an online spreadsheet

Go to the Manage Assets > Check-in page, then click on the Add New Records button > Scan To Spreadsheet. On the new page, use our smartphone app to scan barcodes or NFC tags, then populate the rest of the spreadsheet.

Option 4 – Use Bluetooth, USB or Wireless scanners

Go to the Bluetooth & USB scanners page, then choose Check-in Assets from the dropdown menu.

When barcodes are then scanned, the spreadsheet at the bottom of the page will be populated with the scanned values. You then need to fill in the rest of the cells with the corresponding data, then save the spreadsheet.

Option 5 – Importing CSV files

You can also import data by going to the Add New Records > Import From CSV option.

When importing CSV files, ensure that your data is aligned properly as shown on the example templates.

Asset check-in from the Smartphone App

On the iOS or Android app, go to Check-in Assets, then fill out the form.

If you have barcodes or NFC tags, you can scan them using the app. Alternatively, you can search for the asset.

Asset check-in via automated workflows

Using Zapier

Using Zapier, you can automate how asset check-in records are added to your account. For example, you could edit a Google Sheet row, and have the data on that row automatically used to create an asset check-in record.

You first need to set up a Zap trigger.

After that, choose the app Ventipix Asset & Inventory Manager, and the action Create Asset Check-in.

Click on Continue, then authenticate your account.

In the step that follows, map data from your Zap trigger on to the fields that you want to populate automatically.

Proceed to then test the integration, and turn the Zap on.

Using Microsoft Power Automate

Using Microsoft Power Automate, you can also automate how assets are added to your account from other platforms (flows). For example, you could set up a trigger or schedule whereby data from the source platform is automatically used to create an asset in your account.

In your Power Automate account, set up a new flow, for example, “Automated – from blank” or “Scheduled – from blank“.

After that, choose the connector with the data source, and its appropriate action. If using Excel, you would choose, “list rows present in a table“. For example:

If using Google Sheets, you would choose, “Get rows“. For example:

Once the connector has been set up with all its authentication requirements, and file location details, proceed to add a new step.

In this new step, search for “Ventipix Asset and Inventory” connector. Then, under its Action menu, select, “Create an asset or inventory record“.