- Overview
- Account Settings
- Assets
- Connectors Framework
- Customer Portal
- Customers
- Dashboards
- Devices
- Dispatching
- Forms
- Inventory
- Invoices & Billing
- Locations
- Payments
- Parts
- Projects
- Quotes
- Recurrent Routes
- Recurrent Services
- Reports
- Sales Orders
- Schedule
- Services
- Tasks
- Text Messaging
- Time Tracking
- Users
- Work Orders
The work order feature will allow users to load or unload items as needed for their work orders. Please note that in order to load or unload assets with your device's camera, the RFID tag in the View Asset pop-up window must be filled. For more information about the RFID tag, please see the Edit Asset page.
To load or unload parts with your device's camera, the SKU tag must be filled. For more information about the SKU tag, please see the Add a Part page or the Edit Parts & Services page.
This section will highlight the load feature and how to effectively utilize loading assets and parts. If you would like to see how to unload an asset or a part, please see the Unload page.
Note: Please note that the load and unload features is correlated to the assets and parts associated with the work order. This function is to help keep track of the items used and which work order they were used with.
For older versions of Android (pre-2020), we recommend using the Barcode Scanner app by ZXing Team:
You will be able to access the "Load" feature from the Actions Panel of the Work Order feature. For more information on how to access the Work Order feature, please see the Mobile Work Order Layout page:
The Load page will display all the parts and assets that you will load for the work order; on this page you can also locate a specific asset or part to load:
The "Load" tabs will display different load information. The "Items to Load" will display the items that will be loaded, while the "Items Loaded Today" will display the items that were loaded on the specified day.
The RFID readers will allow you to scan the barcode of the asset or part to load the data onto the "Items to Load" tab
The Magnifying Glass will allow you to search through your company's listed parts and assets
The name, Asset Tag, Part SKU#, and part icon will be displayed here to identify the specified part or asset
The Item icon will remove the specified asset or part from the "Items to Load" list
The Load button will load the listed assets or parts
To indicate which assets or parts need to be loaded, you will first need to add them to the list with the barcode reader buttons or the Magnifying Glass button:
Once you have scanned or located the desired item, they will be listed on the "Load Items Selected" screen:
When you are ready to load all of the products or assets, press the Load button.
Load From Warehouse to User Form
Once you have pressed the Load button, the "Load From Warehouse to User" form will then appear:
On this form, input the following data to complete the loading of products and assets:
Any comments associated with the loading process or items
Any images related to the loading process, or the items being loaded
Your manager's name
And your signature
Once you are satisfied with the information entered, press the Save button.
Once the items have been loaded, you can view them in the "Items Load Today" tab:
You can view all the items that have been loaded in the Unload page. For more information about the Unload page, please see the Unload page.
If you have any questions or need further assistance, please let us know. We'd be happy to help!