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Jun 15, 2023

Mobile Workforce - Item Actions

 

A new menu allows you to search for items directly and then perform item-specific tasks.

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Item Search: You can search for any item that is not marked as inactive by its (key, name/long description, serial number, part number, alias/lookup, item number, or barcode fields). You can type the name or use a 2-D Bluetooth scanner on any device.

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Radio Buttons:

Depending on the item you are searching for, there will be displayed different radio buttons in relation to the item being view. Some of the different radio buttons are listed below:

Request IMO:  If an item in the yard requires maintenance, you can bring up the Item record in WorkForce and start an Internal Maintenance Contract that imports into your Point-of-Rental system. You type a description that will become the ‘contract info’ text. The item remains available for rent. Further processing of the IMO is done within Counter System.

Request IRO:  If an item in the yard is broken or otherwise un-rentable, you can bring up the Item record in WorkForce and start an Internal Repair Contract that imports into your Point-of-Rental system. You type a description that becomes the ‘contract info’ text. This puts the item out of service and keeps it from being rented until the IRO is closed. Further processing of the IRO is done within Counter System.

Item Photo:  Now that you can have up to 3 images for each item in Point-of-Rental, we have made it very easy to update your item photos right from your rental yard with a single tap. You find the item record in the WorkForce, and take the picture from your mobile device. This updates the Item record in Point-of-Rental and also your hosted website. You can edit the sequence of the images from File Maintenance.

Note: If you upload more than 3 images for a single item, the 4th and on will be added as item attachments.

Item Meter:  You can update the meter on an item that is out on rent or parked in the rental yard. Find the item in the WorkForce and type in the new meter reading. If the item was on rent, this new reading will be used to continue the bill or close out the contract and bill for the meter usage.

Item Count:  Using a barcode scanner and a mobile device, you can now perform an inventory on sales and parts inventory wirelessly. The item count date and quantity difference are updated in your Point-of-Rental system. A manager or authorized employee can view these updates to your inventory and finalize them via ‘Inventory Reports > ’Update Inventory Count’.

 

 

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