Skip to main content

Assign Bulk Tool

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

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 > All.

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

      Open the asset list in the web platform and click on an item to see detailed info like location, quantity, and status.

  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.
      ​

      Navigate to the “Quantity” tab of a tool to assign portions of the total quantity to specific users or locations.

  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.
      ​

      Choose how many items to assign, select the user or organization, and optionally change the location or project.

  6. Complete the Assignment

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

      Once assigned, the quantity and assignee (e.g., Mike Davis) are displayed in the asset’s history log.


      ​

Did this answer your question?