Last updated: 2/27/24

Note: ONLY Admin users may reset due back dates. Admin users may now reset due back dates without transferring the inventory. Previously, due back dates would only reset or clear when a device was returned via transfer to the organization.

Note: When you set a due back date on a container, it will populate for the inventory contained within as well.

  1. Set Due Back Dates from the Inventory Detail Screen

  2. Set the Due Back Date while Transferring Inventory

  3. Set the Due Back Date while Fulfilling an Inventory Request

Set Due Back Dates from the Inventory Detail Screen

You can set a due back date to track inventory that you expect to return within a certain time frame. 

  1. Enter the detail screen for the device or container you’d like to set a due back date for. 

  2. Find the field labeled “Due Back”, and select the date from the calendar. 

  3. Make sure to click Save!

  4. When you set a due back date on a container, it will populate for the inventory contained within as well.

  5. Now this date will be tracked and you will receive notifications when you have inventory that is due back.

 

  • Your inventory will also receive color coded alert tags when the inventory is due back. 

 

Set the Due Back Date while Transferring Inventory

You may now set the due back date while you are transferring inventory, rather than only in the Inventory Detail Screen.

  1. Initiate your transfer.

  2. Select the inventory you would like to transfer, then click “next”.

  3. Then in the last screen of the pop up workflow, scroll down to the Due Back Date field.

  4.  Click the “Reset Due Back Date” toggle

  5. Select the Due Back Date

  6. Make any other adjustments to the transfer

  7. Then click “Create”

3. Set the Due Back Date while Fulfilling an Inventory Request

You may also set due back dates for inventory when you are fulfilling an inventory request in the console. During this workflow you are also sending inventory out into the field, resulting in a transfer.

To change the due back date while fulfilling an inventory request:

  1. Begin fulfilling the inventory request and select the inventory you would like to transfer to the requestor.

  2. After you’ve selected the inventory, click next to move to the Transfer Inventory step of the workflow.

  3. Scroll down on the right hand side of the pop-up window to find the Due Back Date field.

  4. Click the “Reset Due Back Date” toggle to on.

  5. Enter the desired Due Back Date.

6. Click “Done” to create the transfer and fulfill the inventory. When the transfer is accepted the Due Back Date will be applied.

 

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