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Warehouse Actions allow you to apply specific actions to multiple pieces of Equipment at once.
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Warehouse Actions basics video
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Stage Equipment
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- Prepare Equipment at the Warehouse for pickup.
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6. The Inventory Fulfillment section displays two pieces of information:
The Warehouse that is fulfilling the Equipment request.
The Purchase Order Selection to identify where the User desired the Equipment to come from. The options for this dropdown menu are:
Anywhere
A Specific Purchase Order
Anything Not from a Purchase Order
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Pick Up Equipment
- The Equipment has been picked up from the Warehouse.
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When Equipment is “Picked Up” the Equipment record will be updated to a status of “Picked Up” as well as the Service Order Equipment record. When Equipment is “Picked Up” the Equipment form should be read only, the same as when the Equipment status is set to “Order Pending”. Equipment may only be Picked Up after it has been Staged.
Return Equipment
- Send Equipment back to the Warehouse.
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There are a few restrictions when returning equipment:
When returning Assets, only one Asset may be returned at a time. Consumable Equipment may not be returned if the Service Desk Equipment record has been completed.
If Equipment has units, the quantity determines how many units are sent back to the Warehouse.
Staged, Picked Up, or Complete equipment can not be deleted from Service Order Equipment. A Return needs to be completed from Warehouse Actions to properly return the Equipment to the right Warehouse.
When the action status is “Complete” or “Finalized” and Equipment is Returned, a credit will be created for any non-recurring Equipment charges. If the Equipment action is complete, but the Service Desk Action is still “Pending”, a credit will be created for any non-recurring Equipment charges and a “Return” Service Desk Equipment record will be created with the quantity of Equipment returned. The Service Desk Equipment quantity will be adjusted to reflect the amount returned as well.
Activity Log
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- View the Activity related to the selected Inventory.
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When a User clicks on the 
button, for a selected record, the system will open the Service Desk Item the Equipment is associated with.
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