User Manuals

How to Set an Asset to Active on Board From the Holding Bay

  1. Go to Movable Assets → Holding Bay
  2. Select the ‘Movable Components’ or the ‘Stock Locations’ tab
  3. Drag and drop the asset from the right-hand side of the screen to the structure on the left

Or

Click the button in the ‘Assigned Parent’ column and choose which component/location the asset should be placed under

 

  1. Repeat steps 1 through 3 for each asset you wish to place into the structures
  2. Click the ‘Commit Changes’ button to save the changes you’ve made and set the assets to active on board.

Note:  There is a feature for office users to plan where an asset should be placed into the structure of the receiving unit.  This feature is called ‘Planned Parent’ and is a field available within the details of each pro forma invoice line.  Clicking the ‘Insert Planned Assets’ button at the bottom left of the Holding Bay view, will automatically insert these ‘Planned’ assets into the structure, but the user will still need to click ‘Commit Changes’ for the operation to be completed.

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