Removing Assets From Customer Balances

Summary

There are several ways to remove assets from a customer's balance. Choose the method which best reflects where the assets are.

• Transfer assets from the inactive customer to another customer
• Transfer assets from the inactive customer to a branch location
• Mark all of the unique assets as Lost. Lost assets will not show up in your inventory reporting. If a Lost asset gets scanned at some point in the future, it will again become active and all of its history will remain intact.
• Mark all of the unique assets as Retired. Retired assets will not show up in your inventory reporting. If a Retired asset's barcode number gets scanned at some point in the future, TrackAbout will create a new asset with the same barcode as the Retired asset. The retired asset will remain retired, and all of its history will remain with the retired asset.

Transfer Assets

This page allows you to transfer assets between Locations and Customers.

1. Select a FROM Location or Customer
2. Select a TO Location or Customer
3. Choose a date for which to perform the transfer
4. Choose whether you want to transfer all assets or only selected assets
5. Optional: Enter in some notes to be recorded when performing the transfer
6. Click Continue to either perform the transfer of all assets or continue to the next page where you can select individual asset types to transfer

Once a Transfer Assets is complete, TWO records will be generated:

1. Clear Customer Balance - This record documents the removal of assets from the originating location/customer balance.
2. Set Customer Balance - This record documents adding assets to the destination location/customer balance.

To reverse a Transfer Assets process, you must delete BOTH the Clear and Set Customer Balance records.