About Issue / Return on TH6 Mobile

Updated by Cheryl Wallace

The greatest volume of data handled by ToolHound is the processing of issues and returns to track the movement of inventory checked out to and returned by personnel and non-stocking locations (projects or job sites).

  • Inventory can be returned to a location other than the one from which it was issued if your organization has multiple stocking locations.
  • If a transaction cannot be completed when first started, it can be saved and retrieved to complete the next time entering the Issue/Return screen is opened. Only one transaction can be saved.

Watch this video on checking out and returning inventory in the browser and in the Mobile app.

The Issue / Return screen has four tabs: Home, Cart, Notes, and Photo which displays the picture for the entity.

Fields on the Home tab include:

Use Current Date & Time?

This box is checked by default. When checked it will save the current date and time when the transaction is processed. Uncheck this option to enter a different Transaction Date and Transaction Time.

Billing Date Same as Transaction Date/Time?

By default the transaction date and time is use as the rental start date for the items for the transaction to be generated. Uncheck this option to override it with a different date and time.

Location

Defaults to the stocking location selected at login.

Transaction Type

Select the transaction type desired from the dropdown list.

Return Status

Select a return status for the item(s) being returned. Only displays after selecting a return Transaction Type.

Due Date

Enter a date the tool is required to be returned, if needed. Required if the Make Due Date mandatory flag is set in the Settings on the Transaction tab.

Individual items might have an automatic Due Date based on the Part Number Max Days Out.

Entity ID

Scan, type, or select an entity from the search page.

Reference

Enter a reference for the transaction, if needed.

Work Order No

Select a Work Order number if the Stocking Location requires it.

Job Number

Enter a job number, if required. Only displayed when cost coding is selected for stocking location.

Sub Job Number

Enter a sub job number, if required. Only displayed when cost coding is selected for the stocking location.

Cost Code Number

Enter a cost code number, if required. Only displayed when cost coding is selected for the stocking location.

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See also:

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