Asset Check-in

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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 of the Check-in page.

Preliminaries

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 Manage Assets > Check-out. On the table, select the asset then click on the Check-in Selected button, 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 Manually button. On the new page, select the asset then fill out and submit the form.

Note – this option only processes one item at a time.

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“.

In the new prompt, under the Services dropdown, select “Asset Check-in”.

In the input fields that will then be displayed, select the dynamic content that should go on to them.

On the “Apply to each” prompt, click on the “Create an asset or inventory record” title to expand it.

After that, continue to populate the necessary or required fields with more dynamic content. For example:

Once that’s done, save the entire flow set up, then let it run.

If needed, you can of course add further steps in the workflow.