Manage allocations/returns

The functionality Create recipient, on the K inventory management software, enables you to create a new recipient in a few simple steps, so that you can allocate part numbers (equipment and products) to them.

This feature is essential for allocating equipment to new users and starting to manage allocations in K inventory.

 

 

 

1. In the menu on the left of the screen, click on

 

2. Click on the button:

 

3. In Gestion des attributions et restitutions, click on the button Create recipient.

 

4. In Main information, complete the fields :

• Name
• First name
• Status: Active
• E-mail
• Telephone (optional)
• Service / Department (optional)

 

Recipient creation – Recipient file

 

 

5. Save your changes with the Save.

 

To continue browsing, here are a few articles related to this page:

• Modify a recipient
• Delete a recipient
• Allocate equipment from the recipient file
• Allocate a product from the recipient file
• Track recipient transactions