Allocate equipment from the recipient file

Functionality Assign a referencefunction in the K inventory online inventory software enables you to assign a reference (equipment and/or products in quantity) to a recipient, who may be a person, a department, a company or other.

With just a few clicks, you can assign or return one or more references.

 

 

1. Click on the icon.

 

2. Select the recipient to whom you wish to assign a reference, then click on the Edit icon on the associated line.

 

Recipient list

Assign a reference from the recipient record – Recipient list

 

3. In the tab, you can view all the references assigned to the selected recipient.

 

4. To assign a new reference, click on the

 

In the search pop-up, you can search for and allocate all solution references.

 

5. Various methods are available for assigning a reference to the recipient:

  • Enter or scan the reference number
  • Enter or scan the reference barcode
  • Select the desired reference category to refine the display result

 

Assign a reference from the recipient file – List of available references

 

6. To assign the reference, simply press temp.

List of mobile Desktop recipient references

Allocate a reference from the recipient file – List of allocated references

 

7. Save your changes with the Save.

 

8. To check that the reference has been correctly assigned, click on in the left-hand frame, then go to the folder where the reference is located.
Check the following data:

  • Status: Assigned
  • Attributed to : John DOE

Check desktop allocationAllocate a reference from the recipient file – Allocation verification

 

1. Press the more options mobile menu icon, then the Allocation / restitution .

 

2. Select the recipient to whom you wish to assign your reference.

 

Mobile recipient listAssign a reference from the recipient record – Recipient list

 

3. In the Assigned referencestab, you can view all the references assigned to the selected recipient.

 

4. To assign a new reference, click on the

 

In the search pop-up, you can search for and allocate all solution references.

 

5. Various methods are available for assigning a reference to the recipient:

  • Enter or scan the reference number
  • Enter or scan the reference barcode
  • Select the desired reference category to refine the display result

 

list of mobile references

Assign a reference from the recipient file – List of available references

 

6. To assign the reference, simply press temp.

 

List of referencesAllocate a reference from the recipient file – List of allocated references

 

7. To check that the reference has been correctly assigned, click on thehome icon, then go to the folder where the reference is located.
Check the following data:

  • Status: Assigned
  • Attributed to : John DOE

 

Mobile allocation check

Allocate a reference from the recipient file – Allocation verification

 

Web

 

1. Click on the icon.

 

2. Select the recipient to whom you wish to assign a reference, then click on the Edit icon on the associated line.

 

Recipient list

Assign a reference from the recipient record – Recipient list

 

3. In the tab, you can view all the references assigned to the selected recipient.

 

4. To assign a new reference, click on the

 

In the search pop-up, you can search for and allocate all solution references.

 

5. Various methods are available for assigning a reference to the recipient:

  • Enter or scan the reference number
  • Enter or scan the reference barcode
  • Select the desired reference category to refine the display result

 

Assign a reference from the recipient file – List of available references

 

6. To assign the reference, simply press temp.

List of mobile Desktop recipient references

Allocate a reference from the recipient file – List of allocated references

 

7. Save your changes with the Save.

 

8. To check that the reference has been correctly assigned, click on in the left-hand frame, then go to the folder where the reference is located.
Check the following data:

  • Status: Assigned
  • Attributed to : John DOE

Check desktop allocationAllocate a reference from the recipient file – Allocation verification

Mobile

 

1. Press the more options mobile menu icon, then the Allocation / restitution .

 

2. Select the recipient to whom you wish to assign your reference.

 

Mobile recipient listAssign a reference from the recipient record – Recipient list

 

3. In the Assigned referencestab, you can view all the references assigned to the selected recipient.

 

4. To assign a new reference, click on the

 

In the search pop-up, you can search for and allocate all solution references.

 

5. Various methods are available for assigning a reference to the recipient:

  • Enter or scan the reference number
  • Enter or scan the reference barcode
  • Select the desired reference category to refine the display result

 

list of mobile references

Assign a reference from the recipient file – List of available references

 

6. To assign the reference, simply press temp.

 

List of referencesAllocate a reference from the recipient file – List of allocated references

 

7. To check that the reference has been correctly assigned, click on thehome icon, then go to the folder where the reference is located.
Check the following data:

  • Status: Assigned
  • Attributed to : John DOE

 

Mobile allocation check

Allocate a reference from the recipient file – Allocation verification

 

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