Manage allocations/returns

The functionality Modify a recipient, on the K inventory management software, enables you to modify a recipient in a few simple steps, so that you can allocate references (equipment and products) to him/her.

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

 

 

 

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

 

2. Select the recipient to be modified and click on the button.

 

Edit a recipient – Recipient list

 

3. In Main information, modify the fields :

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

 

Modify a recipient – recipient card

 

 

4. Save your changes with the Save.

 

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

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