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Transactions – Checkout, Checkin & Transfer

RFID4U - TagMatiks Asset Tracking Lite | This article covers the Transaction process of Check-in, checkout and inventory of an asset by scanning using RFID, barcode or manual entry of tag

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Transactions – Checkout, Checkin & Transfer

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  1. KNOWLEDGE ARTICLE V 1.1 TAGMATIKS AT LITE APRIL 2019 Article Number: TMATL-1017 Revision Date: April 15th,2019 Transaction Overview - Checkout, Checkin & Transfer in TagMatiks AT Lite. Summary: This article covers the Checkout, Checkin, & Transfer transactions in TagMatiks AT Lite. Overview of Checkout transaction in TagMatiks AT Lite: Menu: Transaction → Checkout Fig 01: Checkout Screen Once you open the Checkout operation, the employee the asset(s) are being checkout to need to be selected from the ‘Select Employee’ Button. TagMatiks AT Lite 1

  2. KNOWLEDGE ARTICLE V 1.1 TAGMATIKS AT LITE APRIL 2019 Fig 02: Employee List Scan option will be enabled. Based on preference, users can select their choice. RFID is default. If you select option that available stocks will be displayed in the list and scanned asset quantity will be shown. RFID - User must press the trigger button in the RFID reader. so Barcode Scan scanner. - option to scan the barcode with the help of web camera/barcode TagMatiks AT Lite 2

  3. KNOWLEDGE ARTICLE V 1.1 TAGMATIKS AT LITE APRIL 2019 Manual Entry By entering in the part number, tag id or serial number, an asset can be selected. in case of the user needs to do a manual entry this option is useful. Fig 03: Manual Entry Screen A due date can also be selected when the asset should be returned by. No Due: There is No due date. Default (10) Days: Default days can be fixed in configurations On Due Date: In a calendar, we can select the date. Check Out Notes: User can enter the notes for this particular transaction. Download Receipt - It is an optional checkbox given for user choice to download receipt. Column Chooser - Visibility of the column which can be view in the list. checkbox can be chosen. with help of TagMatiks AT Lite 3

  4. KNOWLEDGE ARTICLE V 1.1 TAGMATIKS AT LITE APRIL 2019 Fig 04: Column Chooser After selecting the desired assets, click the Checkout button to complete the transaction. Press Yes to confirm. TagMatiks AT Lite 4

  5. KNOWLEDGE ARTICLE V 1.1 TAGMATIKS AT LITE APRIL 2019 Fig 05: Selection of Asset After successful checkout, the confirmation below will be displayed. Fig 06: Successful Message Overview of check-in transactions in TagMatiks AT Lite: Menu: Transaction → Checkin Fig 01: Checkin Screen TagMatiks AT Lite 5

  6. KNOWLEDGE ARTICLE V 1.1 TAGMATIKS AT LITE APRIL 2019 Checkout operation is done against an employee and it can be returned to the inventory location with the help of the check-in operation. Once you return the asset by an employee. The reader will scan the Asset which is checkout. Then it will be restored to Inventory successfully. Overview of Transfer transactions in TagMatiks AT Lite: Menu: Transaction → Transfer In the Transfer screen, users can scan an asset then it will be listed out, click ‘Select Transfer Location’ to transfer an asset from inventory location. TagMatiks AT Lite 6

  7. KNOWLEDGE ARTICLE V 1.1 TAGMATIKS AT LITE APRIL 2019 Fig 01: Transfer Screen After selecting an asset and by clicking on transfer the user will be taken to a confirmation page where all the total selected Assets will be displayed. Click Yes to confirm the transaction. TagMatiks AT Lite 7

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