Receive Assets

Receive assets properly, from the moment you take possession of them.

AssetTrack is a highly customizable solution. You can design and create forms to customize your asset management activities. This page shows a few common forms and scenarios for receiving assets. Your asset manager may have configured the forms with additional fields and validation rules.


  Receive

As an asset clerk, I want to receive assets arrived at our dock, to add them to the repository

  1. Open AssetTrack Mobile or Web
  2. Select the menu icon  to see available forms
  3. Select Receive form
  4. Specify a value for each required field
    (this step can be performed at any time before saving your work)
  5. Optionally, lock the desired parent fields, to retain these values for your next scan session
  6. Select the scan icon  to activate the scanner
  7. Scan the vendor barcodes (serial number) for all newly received assets
    Note: Observe the asset list, populated with a new asset after each scan
  8. Select the save icon to save your work

 Play the video


 Receive and Tag

As an asset clerk, I want to receive and tag assets arrived at our dock, to: 1) to add them to the repository and; 2) identify them with our company barcodes (asset tags)

To start: Ensure you have applied your company barcodes to the assets prior to performing the steps below.

  1. Open AssetTrack Mobile or Web
  2. Select the menu icon  to see available forms
  3. Select Receive and Tag form
  4. Specify a value for each required field
    (This step can be performed at any time before saving your work)
  5. Select the scan icon  to activate the scanner
  6. Scan your asset tag for a newly received asset
    Observe: 1) the new asset, added to the asset list; 2) the dark band around the serial number field.. awaiting your 2nd scan
  7. Scan the vendor barcode (serial number) for this same asset
    Observe the asset list, populated with asset tag and serial number, indicated as a new asset
  8. Repeat these two scans for all assets to be received
  9. Select the save icon to save your work

 Play the video


  Receive from a Purchase Order

As a data collector, I want to receive assets from a purchase order, to ensure we receive only what we order.

Find a Purchase Order

  1. Open AssetTrack Mobile or Web
  2. Select the menu icon  to see available forms
  3. Select PO Receive form
  4. Search by a partial or full purchase order number
  5. View the list of found purchase order(s)
  6. Select the desired purchase order
  7. Specify a value for any fields required by your system administrator and that are not pre-populated from the PO.  

Receive a Consumables Line Item

consumable is a type of asset where you only need to specify the quantity received (e.g. keyboards):

  1. View the list of purchase order line items for the selected purchase order
  2. Specify the quantity to receive using the  or  icons or by typing in a number.

Receive Assets

An Asset is a type of asset that is tracked individually using an asset tag and/or serial number.

  1. View the list of purchase order line items for the selected purchase order
  2. Select an Asset line item
  3. Observe the Model, Description and Quantities Order and Received for the selected asset
  4. Scan the serial number of all assets for this line item.
  5. Optionally scan the serial number and asset tag of each asset if required by your asset manager.
  6. Observe the new assets added to the list
  7. Select the back arrow  to return to the list of items for this purchase order
  8. Repeat the above steps for all remaining non-consumables

Note: The "Quantity Received" field represents the amount previously received and reconciled with the back-office system. This value will not update as you receive assets in this step.

Upload Received Assets

  1. Review your work for the current purchase order and line items
  2. Select the upload icon to save and upload received assets

 Play the video

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