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Removing Assets From Customer Balances

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Revision as of 15:37, 28 June 2017 by Eschurdak (talk | contribs) (Created page with "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...")
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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.