Manage allocations/returns

Functionality Track allocated referencesfeature of the K inventory online inventory software enables you to consult the list of products and equipment allocated to the various recipients.

 

 

1. Click on the icon Allocation / Restitution.

 

2. Click on the icon Assigned references.

 

List of allocated references

 

3. To refine your search, click on Advanced Search.

 

4. Create one or more advanced filters.

 

Advanced filter example

 

 

5. To view details of a reference’s allocation, click on the icon Edit.

 

6. In the Main info:

• Last name, first name, e-mail address and telephone number of recipient
• Recipient status Activated or Off
• Recipient’s department
• The recipient’s badge reference

 

 

Reference allocation information – Main information tab

 

7. In the Assigned references:

• List of equipment and products (and quantities) assigned to the selected recipient
• Button Export to Excel
• Button Assign a reference

 

Reference assignment information – Assigned references tab

 

8. In the Transactions tab:

• History of all allocations and outputs associated with the selected recipient
• Button Export to Excel

Reference assignment information – Assigned references tab

 

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

• Create a recipient
• Allocate equipment from the recipient file
• Returning equipment from the recipient file
• Restitution of equipment from a reference
• Track recipient transactions