Tracking

Managing and locating assets is a key challenge for almost any business, large or small. Employees spend wasteful time searching for critical equipment which can lead to costly delays, missed deadlines, wasted labour and potentially unhappy customers. Asset management today is more than counting pieces of equipment or technology and logging those numbers into a ledger or electronic spreadsheet. Companies are realising that knowing an asset’s value over its life cycle helps companies of all sizes saves money spent per asset and they will actually get the most value out of each asset.

Tracking solves numerous business challenges by allowing you to become more efficient and boost the bottom line by creating a one-stop-shop to log information about each individual asset -- from where it is, who has it, when it will return, is it out for rent or going to a supplier for servicing.

In this section, you will learn about Tracking:

View Tracking

1. From the Main Screen, click on Tracking.

Ribbon Bar

The ribbon bar provides quick access buttons:

Icon	Button	Description
	Close	Close form
	Show Panel	View a list of the customers, locations and asset types
	New Asset	Create a new asset
	Clone Asset	Clone a selected asset (Partial / Full)
	Delete Asset	Delete a selected asset
	Shipping Notes	Add shipping notes
	Camera	Load webcam to capture, load and save pictures
	Messages	See all messages, emails and shipping notes related in a selected asset
	In House	Filter the view to show in house assets only
	In Today	Filter the view to show assets checked in today
	Out Today	Filter the view to show assets checked out today
	Consumables	Filter the view to show consumable assets only
	Customer	Filter the view to show customer assets only
	Rental	Filter the view to show rental assets only
	Parts	Filter the view to show parts assets only
	Stock	Filter the view to show stock assets only
	By Customer	Group by customer in ascending order
	By Asset Name	Group by asset name in ascending order
	By Status	Group by status in ascending order
	By Location	Group by location in ascending order
	By Condition	Group by condition in ascending order
	By Asset Type	Group by asset type in ascending order
	Location	The check in or check out location
	Due Date	Expected rental due date
	Check In	Check in all assets from the Tracking View to the selected location
	Check Out	Check out all assets from the Tracking View to the selected location
	Open Document	Open and preview a saved document
	Report Print Preview	Print preview a tracking report based on the shipping ID
	Label Print Preview	Print preview a tracking label based on the shipping ID
	Tools Menu	Access to Options
	Save and Reset Layout	Save and restore the form's layout

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Main View

The Main View shows data in a tabular grid view, similar to Excel. You can search for keywords using the find panel, resize columns, filter and group columns and customise the layout to suit. It is an exact replica of the Main View on the Main Screen, however, you cannot make any cell edits from this view.

Many controls are within a dock panel allowing you to move and resize the panel to customise the layout, see Dock Panels. You can also save the dock panel layout, so the next time you open the form, the saved layout will be in restored, see Layouts.

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Tracking View

The Tracking View shows data in a tabular grid view, similar to Excel. You can search for keywords using the find panel, resize columns, filter and group columns and customise the layout to suit. This view shows all selected assets from the main view which are to be checked in or checked out.

Column Name	Name	Description
	Checked In Icon	Indicates that the asset is currently in house and checked in.
	Message Icon	Indicates that the asset has a shipping note.

Many controls are within a dock panel allowing you to move and resize the panel to customise the layout, see Dock Panels. You can also save the dock panel layout, so the next time you open the form, the saved layout will be in restored, see Layouts.

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Status Bar

The Status Bar is located on the bottom of the form and provides additional information:

Icon	Button	Description
	Refresh	Sync with the servers and refreshes the database. Click to Refresh.
	Total Records	Total number of records in the Tracking View
	Selected Records	Total number of selected records in the Tracking View
	Console Beep	A console beep to indicate a new asset has been added to the Tracking View. Click to enable or disable beep.
	Refresh Time	The time it takes to sync with the servers and refresh the database

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Document Preview

You can preview a PDF document and automatically perform text searches based on the find panel entry. This can be very useful in finding the checked in asset has been recorded on a document, e.g. the correct asset has been shipped in as agreed on the order acknowledgement.

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