In the Inventory Asset Management (IAM) mode, you can reserve the required quantity of asset-tracked items for the project by selecting assets with specific serial numbers, IP addresses, MAC addresses, and QR codes. If the project includes pool-tracked items, you can reserve the required quantities.
You can reserve pool-tracked and asset-tracked items in two ways:
#1 Within the project
1/ Go to the Project Details view.
2/ Go to "Details > Item Status" in the details view, in the Ordering or Scheduling view.
To filter the view to inventory-tracked items only, use the Inventory Items filter.
To filter the view to items that are not reserved or are partially reserved only, use the Reserve Statuses filter.
3/ Select the inventory-tracked items in the project and click "Order" or "Schedule" in the top-right corner, then click "Manage inventory items."
4/ You can use the Search box and the location and received date filters at the top to limit the assets that you want to reserve for the project.
5/ You will see different options to reserve pool-tracked items and asset-tracked items.
Pool-tracked
For pool-tracked items, click "Reserve by quantity" to reserve the item.
Asset-tracked
For asset-tracked items, you can select specific items.
Click the down arrow to the right of the item or click "Show Asset List" to see all items available for selection.
Select the number of items you want to reserve, then click "Reserve items" in the top-right corner.
The following screenshot shows a reserved pool-tracked item and the options to select and reserve an asset-tracked item.
6/ After you reserve the items, if you want to look at items that have been reserved, set "Show Reserved Only" to Yes.
Once you reserve pool-tracked items, the reserved count will decrement from the Available quantity.
Once you reserve asset-tracked items for a project, the reserved count will decrement from the Available quantity, and their product-specific page under Inventory will show the asset as Allocated, along with the project or service call it is allocated to.
#2 Using the handheld scanner
You can use a handheld scanner to scan the item's serial number or QR label, or enter specific asset attributes (such as serial number, IP address, or asset ID) to reserve the required quantity of asset-tracked items for a project.
After you find the asset you want to allocate, the scanner interface displays options to choose the project and location to allocate the asset to. You can use the same workflow to allocate all inventory-tracked items for the project.
Check out this article for more details.
Currently, you cannot allocate pool-tracked assets for projects using the handheld scanner.