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Assign Bulk Tool

Keep track of frequently used tools, reduce misplacement, and streamline inventory by assigning bulk tools.

Updated over a week ago

Follow these steps to assign bulk tools:

  1. Customize Asset Assignment Settings (Optional)

    • Optimize your asset assignment process by customizing settings first. Read this article to get started.

  2. Access Bulk Tools

    • Log in and go to Assets > Tools.

    • Use filters if needed to quickly find the bulk tool you want to assign.

  3. Open Tool Details

    • Select the bulk tool from the list.

    • Click View and navigate to the Quantity section.

  4. Assign or Reassign Tools

    • Select the Unassigned Amount to assign new tools or the Assigned Amount to reassign existing ones and click Assign.

  5. Select Assignment Details

    • Adjust the quantity as needed.

    • Choose whether to assign the tools to a User or an Organization.

    • Add a Project if required.

    • Update the Location, Facility, or Group if needed.

  6. Complete the Assignment

    • Click Assign, and the tools will be allocated to the selected user or organization.


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