How to Transfer an Asset in Asset Infinity
In this video, we will show you how to transfer an asset.
This feature allows you to transfer single or multiple assets
First, select the asset that needs to be transferred, further click on the transfer asset button.
A pop-up form will open up with details of the asset such as asset code, name, department, current owner and condition will be displayed on top of the pop-up form.
Now you should enter the transfer details. Select the transfer status like in use or in stock. The status options can be managed from application settings.
Department and transferred to are shown if the status is of allotted type.
Select the location where the asset is being transferred.
You can add remarks and upload files while transferring the assets.
To add new custom fields on this interface, use custom fields option under advanced settings.
Add multiple users in cc to notify once the asset is transferred.
Click on the save button or “save and print” to create a transfer note in pdf format.
The selected assets will now be transferred.
You can also schedule a demo with us if you would like to know more about our product by visiting this page: https://www.assetinfinity.com/schedule-a-demo or simply sign for a 14 days free trial account here: https://www.assetinfinity.com/signup