Asset Reservation

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Table of Contents

The platform can enable you to reserve assets so that they cannot be checked out within a specific time frame. This feature requires your timezone to be correct.

Preliminaries

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

By default, the platform comes with preset Data Capture fields, that you can customize to meet your needs. Note – some of these fields cannot be changed to preserve the functionality of the feature.

Once an asset has been reserved, it will not be available for checkout until the reservation period expires, or the reservation itself is removed.

When filling in the reservation forms, enter the date in YYYY-MM-DD, and the time in 24-hour format.

There are several ways to reserve assets.

Asset reservation 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 Add To Reservation button, fill out and submit the form.

Option 2 – From the Asset Reservation page

Go to Manage Assets > Reservation 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 reservation from the smartphone app

On the iOS or Android app, go Reserve 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 reservation via automated workflows

Using Zapier

Using Zapier, you can automate how asset reservations 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 reservation record.

You first need to set up a Zap trigger.

After that, choose the app Ventipix Asset & Inventory Manager, and the action Create Asset Reservation.

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 Reservation”.

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.