Assets
Machine barcodes should be scanned and uploaded to the Traceit system for items to issue to it. In this module you can add scanned machines and view them.
Update (24hrs)
This section allows you to upload and view recently scanned machines. Once uploaded, you can view the machine details for 24 hours, after which they will be removed from this section. When you upload the barcode details of machines in your warehouse, those machines will be marked as located in your warehouse. Then can you issue, return, or change items to the machines in your inventory through the system.
Note: To ensure accurate tracking and smooth operation, scanned machines should be uploaded daily. Please note that if a machine is transferred to your warehouse, it will not be reflected in the system until the corresponding barcode file is scanned and uploaded.
Follow the below steps to Upload the scanned machine file.
Step 1: On the left-hand side, select “Assets” and under that select “Update (24hrs)”.
Step 2: Click on "Import Data". If this option is not available, on the top right hand, click more options and then click on "Import".
Step 3: Click on "Browse" and upload the scanned barcodes file. Make sure the selected file type matches to the file you upload.
Step 4: Click "Next"
Step 5: You should only upload the barcode field therefore untick the rest of the fields.
Step 6: Click on "Import Data" and you will see an Import Summary.
Local Assets List
In this section, you can view details of all the machines uploaded over time in your warehouse, including the last update's date, time, and the user who performed the update.
All Assets
In this section, you can view details of all the machines which have been imported to Traceit system.
Status of the assets can be changed from "Edit Asset" button.
How to Add New Assets to Traceit System
Only users with Engineer access can add new assets to the Traceit system. Once this form is submitted, the newly added asset will be visible in the All Assets report under your warehouse.
Only users with Engineer access can add new assets to the Traceit system. Once this form is submitted, the newly added asset will be visible in the All Assets report under your warehouse.
Step 1: In All Asset report, click on "+" from right top corner.
Step 2: Enter Primary Details.
- Asset Type: Select the Asset Type from the dropdown. If you want to add a new asset type click on "+ Add New Asset Type". The Asset Name will auto-populate based on your selection.
- Barcode: Enter the asset’s barcode.
- Asset Location: Select the asset location from dropdown.
Step 3: Enter Secondary Details. Disable Transfer option will disables the asset movement completely (Asset Transfers/Operations cannot be initiated).
Step 4: If supplier details are available, check “Add Supplier” and enter the required supplier information.
Step 5: If the new asset is rented, check “Rented” and provide the rental information.
Step 6: Click Submit to complete the process.
Global Assets
In this section, you can view details of all the machines uploaded over time across all the warehouses, including the last update's date, time, the user who performed the update and the location.
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