The Express Check-In feature quickly transfers all tools assigned to a location or employee back to a Stock Location, making it ideal for Tool Crib environments to streamline the check-in process for returning items.
Using Express Check-In to Transfer Tools
Follow these steps to quickly transfer all tools assigned to location or an employee back to a Stock Location:
Expand the ‘Inventory Movement’ section.
Select ‘Transfer Tickets’.
Click ‘+Create Transfer’ to open a Transfer Ticket window.
Select the Express Check-In radio button located in the top left of the transfer.
The Transfer To field will auto-populate with your current Stock Location.
Click the ‘Transfer From’ drop-down menu.
Select Browse.
Choose the Location or Employee whose assigned items need to be checked in.
Click OK.
Select the items to check in:
Check All Items: Click the All box to select and adjust the quantities for all items.
Check Individual Items: Manually select specific items and adjust In quantities as needed ('In' quantities are items that are being checked back 'In' to the stock location).
Click Process Transfer to complete the check-in.
All tools assigned to the employee will now be reassigned to the Stock Location.
