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Move equipment between places

Move company-owned equipment to a new Current place on the web and in the app, individually, by quantity or in bulk.

Written by Thim Smedbrant

When should I use this guide?

  • When equipment needs to be registered at another place.

  • When you want to move part of the quantity on a group row.

  • When several items of equipment need to be moved to the same place.


Requirements

  • You are logged in to Infobric Equipment and are a user in the company.

  • You can open the equipment and select a new place within the same company.

  • The equipment belongs to the company. You have not opened discarded equipment or a closed, historical record.

You do not need to be a company administrator to move company-owned equipment. On the web, membership of the destination place is not required to change Current place. The places shown in the app's place picker may depend on your access.

The move changes Current place, which is where the equipment is registered. Home place indicates where it belongs and is not changed by this move.


How to do it

On the web

Move one item of equipment

  1. Open Find equipment, or open the equipment list at the place where the equipment is located.

  2. Click the equipment's description to open its page.

  3. In Overview, under Place, click the value for Current place.

  4. Select the new place.

If no quantity dialog appears, the move is saved as soon as you select the new place. The message Success! appears.

If Split equipment? appears

When the equipment can be split and the quantity is greater than one, you can choose how many to move.

  1. Enter the quantity to move in the Split equipment? dialog.

  2. Click the move button. It is labelled Move all when the full quantity is selected; otherwise, it is labelled Move followed by the quantity, for example Move 2.

After a successful move, Success! appears. If you move part of the quantity, the rest remains at the original place.

Move several items of equipment

  1. Open Find equipment.

  2. Select the checkboxes to the left of the equipment you want to move.

  3. Click Current place in the toolbar for the selected equipment.

  4. Select the new place in the dialog.

  5. Click the Current place button in the dialog to complete the move.

After a successful move, Success! appears and the dialog closes.

In the app

Move one item of equipment

  1. Tap Items in the bottom menu.

  2. Tap the equipment you want to move.

  3. In Overview, under Place, tap Current place.

  4. Select the new place.

If no quantity dialog appears, the move is saved as soon as you select the place. No additional save button is needed. After a successful move, Saved appears.

If Split equipment? appears

First select the new place as described above. Then choose the quantity:

  1. Enter how many to move in the Count to move to field, followed by the name of the selected place.

  2. Tap the move button. It is labelled Move all when the full quantity is selected; otherwise, it is labelled Move followed by the quantity, for example Move 12.

After a successful move, Saved appears. If you move part of the quantity, the rest remains at the original place.

Move several items of equipment

  1. Open Items.

  2. Press and hold an item of equipment to select it.

  3. Tap the image on the left for each additional item of equipment you want to select.

  4. Tap Manage selected at the bottom. The button also shows how many items of equipment are selected.

  5. Select Current place.

  6. Select the new place.

The move is saved when you select the place. No additional save button is needed. After a successful move, Saved appears.


If it does not work

First, check that:

  • you are a user in the right company and have opened company-owned equipment,

  • you have not opened discarded equipment or a closed, historical record.

If you cannot change Current place, contact the company's administrator to check your access. When moving several items on the web, rows already at the destination place are skipped. If all selected rows are already there, there is nothing to move.


Tips!

  • Moving several items at once moves the full quantity on each selected row. To move only part of a group, use the flow for one item of equipment and choose the quantity.

  • Check Current place after the move. Do not change Home place to register a normal move.

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