Carts in EZOfficeInventory: Equipment Management for Jobs and Events

Equipment Management with EZOfficeInventoryThe Cart Module in EZOfficeInventory empowers you to stay on top of your jobs and events, greatly simplifying equipment management. You can mark these jobs and events on your calendar, have a list of required equipment and inventory, collaborate as a team, and do so much more.

Contents
1. Enabling carts
2. Planning and managing an event or job
3. Staying on top of upcoming events/jobs
4. Staying on top of ongoing events/jobs
5. Things you can do with carts
6. Making carts mandatory
7. Enhanced Insights into staff user’s carts
8. Item recommendations for carts
9. Carts tab on an Item’s detail page
10. Equipment Management “On the go”

SOME ACTUAL EVENTS AND JOBS BEING TRACKED IN EZOFFICEINVENTORY BY USERS LIKE YOU

For construction, engineering and service industries, it’s common to distribute their work in “jobs”. Here are some common examples from our user base.
Job 001: Drilling work at Griffith Park
Job 002: Maintenance of air conditioning at Lawrence Cape library
Job 003: Photoshoot of new products launched in March

For technology, education, furniture, exporting and other industries, Sales and Marketing departments are participating in different “events”. Common examples from our user base:
Event 001: Sep 2016 Sales Conference in Vegas
Event 002: Products showcase at TechCrunch Disrupt SF
Event 003: Bridal Shower for Melissa
Event 004: Annual Products Launch Event
Event 005: ‘Come in and try out our devices’ sales event

ENABLING CARTS

Your name at top right  → Settings → Add Ons → Cart Module →  Enabled

PLANNING AND MANAGING AN EVENT OR JOB

1. Identify the items (Assets, Asset Stock, and Inventory) you require for the upcoming job or event. If it’s a photoshoot, you’ll probably add a few cameras, reflectors, props, and lights. If it’s a conference, you’ll be adding items such as the devices you’re showcasing, some giveaways, and some branding material.

2. Add them to the Cart. You can do so from the items’ listings page. Add multiple items to a cart via mass action.Add to Cart - Equipment Management

Or you can add items in from the cart. Quick add to cart

Moving Cart Items: Transfer new or drafted carts seamlessly between different locations. Move items between different locations from the Cart details page as many times as you want (see image below). An overlay will appear where you can update location data (Note: Location of assets will be updated and specified stock quantities of the Asset Stock and Inventory will be transferred to the selected Stock Location).Moving Carts

This is useful in cases where equipment (as a cart) may be needed at a different location, say from the company HQ in San Jose to the CES exhibition in Vegas. These can be then shipped to San Jose, with the equipment manager transferring the entire cart to this new location. This comes into play when ‘Transfer of Stock’ is enabled from Settings → Add Ons.

3. Check for scheduling conflicts to make sure that their items will indeed be available on your event day, or when your team will be heading out on a job.

Conflict ManagementThe conflicts are indicated as the yellow warning sign. Hovering over this sign shows the exact conflict.

4. If you’re planning ahead for an upcoming job or event, reserve the cart. If you’re heading out right away, check out the cart. Reserving a cart will make the selected items unavailable during the reservation dates; ensuring that they don’t get scheduled for any other use. When the reservation time arrives, you can check out the reserved cart. Enable conflict free reservations for assets, asset stock and inventory from Settings → Company Settings → Reservations.

Reserved cart items can be edited on the fly. Items can be removed or added, giving businesses more control over their equipment management. Say you reserved items for a CES exhibition but underestimated the number of VR headgear you’d need. With the latest enhancement, last minute reservations to a cart are nothing to fret over.

reserved cart

You can also view/edit a cart on the ‘Reservations’ page under the notifications bell – helping you make quick edits in the carts section. Clicking ‘edit’ will take you directly to the cart in question and clicking ‘view’ will also give you the same option, under ‘Show Details.Reserved Carts

Cart Cloning: You can also clone a cart (reserved, checked out, completed, canceled, or moved) from its details page.cart cloning

5. Swap Assets in Checked out Carts: The process of replacing an asset in a checked out cart can be a bit complex for some users. To overcome this, the swap functionality is used to enable exchanging multiple items in a checked out cart. Useful in cases where damaged or incorrect items need to be replaced by a cart. To use this feature, enable ‘Swap Checked Out Items’ from Settings → Add Ons. This feature enables you to swap assets only in checked out carts from the detail pages (see image below).

– Select items you want to replace or swap. Click the swap icon as shown in the image below.

cart management

– An overlay will appear. Choose items you want to replace the assets with, e.g. Item # 16 – Samsung C3520 was faulty so it can be replaced with another one in the stock, and Item # 41 – Nikon DSLR Camera D3100 was sent by mistake. Therefore, a Nikon DSLR Camera D3300 can be updated to the cart now. Hit ‘update’.

replacing assets in a cart

– Here is what you will see – Item # 16 and 41 are now replaced by Item # 11 and 81.

replaced items in asset tracking software

Note: Items can only be swapped by members who have created the cart. For example, Member AA cannot swap assets in a checked out cart created by Member BB. However, admins have greater control over carts so they can swap items in a cart.

Items within Packages cannot be swapped, but bundled items are swappable in a checkout cart.

STAYING ON TOP OF UPCOMING EVENTS/JOBS

Your upcoming events/jobs are the reserved carts. Cart List

The dashboard calendar shows the upcoming reservations. You can view the dashboard calendar ‘by cart’  as we’ve added a widget for it. Toggle between actionable metrics for carts and items and stay on top of which carts are coming in, going out or overdue on return.cart widget

You can also enable the following email alerts from Alerts tab in your account.

a) Reservations starting today
b) Reservation alert in advance (say 3 days before a reservation starts)

STAYING ON TOP OF ONGOING EVENTS/JOBS

Your ongoing events/jobs are the checked out carts. The dashboard calendar shows the carts that are due back. You also receive an email alert listing the items when they are due. When you return a cart, all assets and asset stock which are part of that cart are checked in. The cart is marked “Completed”.

THINGS YOU CAN DO WITH A CART

1. Add custom fields such as Event Venue or Shipment Charges from More → Custom fields → Custom Fields → Cart

2. Print the cart details as a pdf. The layout can be configured from More → Cart printouts → Add a new template

3. Verify the items of a reserved cart before sending it out on the event/job. This can be done from the Verify by Scanning button. You will need a Barcode or QR Code scanner to scan items. Open a cart → Scan items → Submit the scanned list → items are verified.Cart Details

4. You can also attach documents, and add comments.

5. You can also relate one cart to another. Say you’re shipping 5 containers for the same event. Each container can be a cart, with a separate list, and a different person responsible for it. But they can be related so that you can tell that they’re going to the same event.

6. Do you move carts around a lot? This information is maintained in our logs, viewable under History > Cart History on the cart details page.

7. Admins have greater control over carts, They can edit undrafted carts, regardless of who created them.

8. Use Cart ID instead of Cart#. We offer you Cart# to help you keep tabs on Carts easily. However, if your workflow primarily uses Cart Identification Numbers (CIN) to keep track of carts, you can always use them instead of the Cart# in Cart listings. This can be changed from Company Settings → Advanced Settings → Cart Identifier. Learn more

MAKING CARTS MANDATORY

If your workflow dictates that you use Carts all the time, you can make them mandatory for actions such as check-ins, checkouts, reservations, and reservation requests. To do this, go to Settings → Add Ons → Cart Module → Force Cart Actions. You can then choose whether you’d like to force cart actions for Staff Users, Administrators, and Supervisors, or both:

Force Cart Actions

With this setting enabled, all prompts for Check-ins, Checkouts, Reservations, and Reservation Requests will be removed for the chosen user category from the following pages, forcing users to use Carts instead:

  • Item detail pages (Asset, Asset Stock, Inventory)
  • Listing pages (for Mass Actions)
  • Package pages (both Detail Pages and Mass Actions)
  • Dashboard
  • Group pages
  • Vendor pages
  • Location pages

Note: This setting is disabled by default. Before it can be enabled, you must first resolve all active reservations and checkouts related to Carts.

ENHANCED INSIGHTS INTO STAFF USER’S CARTS

Being responsible for multiple projects scattered across different locations can be a difficult job. Whether you’re tracking items across warehouses or job-sites, you need to have a way to oversee the movement, arrival dates, and contents of company Carts.

To this end, Administrators can view Drafted Carts created by Staff Users in different locations. Of course, only the user who has drafted a cart can take actions on it. However, Administrators can apply the ‘Active Carts (Including Drafts)’ filter to get a bird’s eye view of all the Drafted Carts in their system, including those drawn up by Staff Users wherever they are. This can make managing projects across different locations a lot easier.

Please note that the ‘Print Cart and Export Items List’ buttons are part of the View-Only functionality in EZOfficeInventory.

ITEM RECOMMENDATION FOR CARTS (BETA)

Ever feel like you’ve skipped an item or two when checking out assets? Our Item Recommendation feature highlights missing equipment for specific business activities. You can, therefore, make better-informed choices by pulling on previous company-level preferences and increasing the discoverability of business assets.

 Item Recommendation

The recommendations will be shown when users add an item to a Cart.

Note: This feature is currently in Beta, available to users with Diamond packages and above. To enable it, go to Settings  → Add Ons  → Item Recommendation for Carts → Enable.

CARTS TAB ON AN ITEM’S DETAIL PAGE

Each Item’s detail page has a Carts tab at the bottom. Using this, users can view all the Carts that an item is associated with. This gives you a bird’s eye view of all the Cart information for a specific item, and lets you jump to a specific Cart as needed. Along with asset history, you can check when an asset is reserved, when it is due to be returned, or which other items are being checked out with it.

In order to view these Carts, scroll down an Item’s detail page and click on the Carts tab (shown below):

active orders- carts tab

This is the default view which shows all Active and Drafted orders. Users can also change the filter using the dropdown menu right above the results table. Let’s change the filter to ‘All Carts’. This will show you Carts in all states – including Drafted, Reserved, Booked Out, and Completed – that this item has been a part of:

carts tab - all orders

EQUIPMENT MANAGEMENT ‘ON THE GO’

Stay on top of equipment management on the go. We now have Cart management baked in our mobile app as well. You can add and remove items from a cart, take different actions such as checking out, reserving and printing the cart. Comments and documents can be recorded as well and you can view Cart transactions on the go.

1. Current Cart View

cart - equipment management

2. Cart Transactions and Cart States

cart management

3. Verify Items Via Scanning

Similar to our web app, you can also verify the items of a reserved cart before sending it out on the event/job. Item verification can be done for carts in all states (except the drafted carts or current carts). This can be done from the ‘Verify by Handheld Scanner/Verify by Camera Scanner’ button in the Cart details page. For this to work, go to Settings > Add Ons > Cart Module > Check ‘Enable verification of items in a cart via scanning of labels’.

1. Using the mobile app, open a cart. Let’s take a reserved cart as an example. Tap the play icon to take actions on it i.e. verify items.open cart to take actions

Note: For handheld scanning, you will need a Barcode or QR Code scanner to scan items (Also, the Handheld Scanner Integration must be enabled in Settings > Add Ons). Use a phone with a camera if you want to verify items by Camera Scanner.

2. Scan an Item’s barcode or QR code to verify. The verification will show that the item(s) exists in your system. Only items that are associated with this cart will be verified. Item(s) that do not exist in this cart will not be verified. A ‘Not found’ message will be shown. Hit ‘Verify’ once you are done scanning the items and submit the scanned list.scan and verify items

3. Items are now verified. On the Cart details page, you can see the status on item verification under the cart#. You can also start over the verification process if necessary.reset verification

Please note that items that are added to your reserved or checked out cart can be verified only via the process explained above. If these items do not exist in that cart or in your system, they will not be verified.

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EZOfficeInventory is the leading Asset Tracking Software. To test out our equipment management features for yourself, sign up here for a free trial.

Updated: November 19, 2018 – Carts tab on item details page, Item-based recommendations for the cart, Make Carts Mandatory, View-only carts for Admins, item verification via scanning for carts on Mobile app.