Client Assets can only be items with a reference (such as a serial number) and are automatically booked into a customer's location when dispatched from stock. They can be booked back in using a customer return.

1. Open the delivery note the item(s) are being dispatched on, and make sure the item is picked from inventory. It is not, click on "Pick"

2. Click "Pick"

3. Click "×"

4. When the delivery has been made, click on the status button to move it "Delivered" - this books the item out of stock and into the client asset register

5. To view it in the register, click "Go To"

6. Click "Client Assets"

7. Select the customer

8. Click to edit the asset

9. Click the "Links" tab to see connected documents (such as the delivery note), and/ or a service contract

10. Optionally, set a next service date

11. To book an asset out of the client asset list and back into inventory, click on "Go To"

12. Click "Customer Returns"

13. Click "New"

14. Select the customer

15. Click "Add Client Assets"

16. Select the asset to return and click "Add"

17. Click "×"

18. Set the inventory location the item is to be returned to. You might create an area called "Customer Return" or "Quarantine" for this is the inventory settings

19. Click here.

20. Select the location

21. Tick to confirm

22. Change the status of the customer return to " Received". This removes the asset from the customer's list and returns it into stock.

23. To view the client asset movements, click here

24. Click "Client Asset Movements"

25. The movements are listed here

26. To view the inventory movements, click here

27. Click "Stock Log"

28. This screen gives the dates and narratives for any inventory movement

Learn more: inventory in Zigaflow