InventoryOnline

Other Operations

The mobile menu has two sections for less-frequent tasks: Other and Management. Other covers leasing. Management covers adding and viewing master data records like customers, items, and suppliers.

OperationMenu SectionPurpose
Lease StockOtherCreate a new lease for a customer
View LeasesOtherSee active leases
Add / View recordsManagementAdd or browse master data (items, customers, etc.)

Lease Stock

Use Lease Stock to check out inventory to a customer on a temporary basis. The item stays in your system but is marked as held for that customer until returned.

Lease Stock has two tabs: Lease and Review.

The Lease tab is where you build the transaction. The Review tab shows items you have queued so far.

Fields

FieldNotes
FilterNarrow the item list
ItemItem to lease
LocationWhere the item is stored
UnitsQuantity to lease
Serial / LotRequired for serialized or lot-tracked items
CustomerFilter field plus dropdown to select the customer
Return DateDefaults to today
NotesOptional transaction notes

Under More Options:

FieldNotes
Alt SerialAlternate serial number
RFIDRFID tag for the item
ReferenceExternal reference number

Toolbar buttons

ButtonAction
CancelClear the current item entry
ScanScan a barcode to fill in Item or Serial
QueueAdd this item to the batch without submitting
LeaseSubmit the transaction

Use Queue to add multiple items first, then tap Lease once to submit them all together. Check the Review tab to see what is in the queue before submitting.

To lease stock

  1. Open the Other menu and tap Lease Stock.
  2. Select the Customer.
  3. Set the Return Date if it is not today.
  4. Enter or scan the Item.
  5. Select the Location and enter the Units.
  6. Enter the Serial / Lot for serialized items.
  7. Tap Queue to add the item to the batch.
  8. Repeat for additional items.
  9. Check the Review tab to confirm the list.
  10. Tap Lease to submit.

View Leases

View Leases shows a list of active leases. Tap a lease to see the items, quantities, customer, and return date. Use the desktop for full lease management including editing and reports.

Management

The Management section shows add and view screens for master data. The items listed depend on how your system is configured. A typical setup includes:

  • Add Asset / View Asset List
  • Add Customer / View Customer List
  • Add Item / View Item List
  • Add Shipping Order / View Shipping Order List
  • Add Supplier / View Supplier List

These screens let mobile users add new records or browse existing ones without going to the desktop. The fields shown match the screen setup configured in the admin system.

Tap an Add option to open a blank entry form. Tap a View option to browse the list and tap a record to see its details.

Certify Item

The Certify Item page records a certification or inspection against a specific item. It is available at the direct URL (#certify) but does not appear in any menu. Your administrator can share the link if your site uses it.

Fields

FieldNotes
Serial / ReferenceScan or type the item’s serial number or reference
ItemItem being certified
TypeCertification type (dropdown)
StatusCertification status (dropdown)
DateDate of certification (defaults to today)
NotesOptional notes
OptionalNumeric field for additional data

The toolbar has Cancel, Scan, and Certify. Tap Certify to save the record.

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