Assign Equipment
Assignment keeps track of who is responsible for the equipment and is required before loaning or reserving equipment.
If your sales reps have โtrunk stockโ then the equipment should be assigned to the sales rep user; if the equipment is in a warehouse, the assignment will usually be to an account that is your warehouse location. Equipment can only be assigned to a single object at a time.
Assignments have no predictable end date, so they stay in effect until there is a new assignment. ELTON puts the return date on the assignment when the new assignment is created.
![Document image Document image](https://archbee-image-uploads.s3.amazonaws.com/10Nod6Ww95R3dPr0k0TCJ/7A-UF2EZOxCPfPTM1t-RX_assign.gif)
To assign equipment:
- On the Equipment tab, click on the equipment you want to assign.
- On the action bar, click Assign.
- An Assign window will pop up asking you to provide details from the assignment.
Field | Description |
Assigned Date (Required) | The date the assignment is effective. |
Assigned Type (Required) | Available types are User, Contact, Account, and Opportunity. |
Tracking Number | The Carrier Tracking Number of the Assignment. |
Note | The Notes for this Assignment. |
Assigned Type (Required): | If an equipment assignment is to a user, contact, account, or opportunity, this is the lookup relationship to that User. |
4. Click the Save button to finish and save changes.
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