Asset Check-out

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The platform can enable you to track and record details about assets that are changing ownership or location.

Preliminaries

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

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

There are several ways to check-out assets.

Asset check-out from the web app

Option 1 – From the Tagged Assets page

Go to Manage Assets > Tagged Assets. On the table, select the assets then click on the Check-out Selected button, fill out and submit the form.

Option 2 – From the Asset Check-in page

Assets that have previously been checked in are on the Check-in page. To check them out again, go to Manage Assets > Check-in.

On the table, select the asset then click on the Check-out Selected button, fill out and submit the form.

Option 3 – From the Asset Check-out page

Go to Manage Assets > Check-out 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-out from the Smartphone App

On the iOS or Android app, go to Check-out 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-out via automated workflows

Using Zapier, you can automate how asset check-out 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-out 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-out.

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.