Asset Intelligence and Management

Item Reservation in AssetSonar

With support for new workflows and insights in AssetSonar, make clash-free and conflict-free reservations by easily resolving potential scheduling clashes. In addition to this, reserve a certain quantity of inventory stock items at a particular location and date.

Item Reservation

Reservation via Item’s detail Page: You can reserve an item from its detail page (see image below). Click ‘Reserve’ and an overlay will appear. Mention the reservation period and for whom the reservation will take place. You can also add a note to a reservation which can be viewed under the reservations tab.

Item Reservation 1
Item Reservation 2

Mass Reservation: Multiple items (assets only) can be reserved in one go (see images below).

Mass Reservation 1
Mass Reservation 2

However, an error message will show up if the items have any conflict with other reservations. Enable conflict-free reservations from Settings → Company Settings → Reservations.

Users can be restricted to reserve items e.g. reserve one asset at a time. You can also enforce conflict-free reservations for asset stock and inventory items from Settings → Company Settings → Reservations.

Items’ Reservation via Cart: You can also add multiple items to a cart and then reserve it. This comes into play if the ‘Cart Module’ is enabled from Settings → Add Ons. See images below:

Items’ reservation via Cart 1
Items’ reservation via Cart 2
Items’ reservation via Cart 3

Reserved cart items can now be edited on the fly. Items can be removed or added, giving businesses more control over their IT equipment management. Say, you reserved items for a CES exhibition but underestimated the number of VR headgear you’d need. With the latest enhancement, last-minute reservations to a cart are nothing to fret over.

Reservations tab within the Asset Detail Page: While reserving an asset, easily view its availability schedule i.e. other reservations and current checkouts. With this information, one may choose a suitable date for a reservation and avoid conflicts. Notice in the screen below, how the Reservation Tab on the Asset Detail page provides this info in a nifty view.

You may also take appropriate actions from within this view to schedule a new reservation without any time clashes, as shown in the following screen.

Reservations tab within the Asset Detail Page 2

If multiple reservations result in clashes at checkout time, you may override them as an administrator. A staff user can only do so for his/her own reservation (if this asset is visible to this staff user as per company settings). Alternatively, one could choose a different checkout date and hence avoid any scheduling conflicts.

The top-level reservations page (which can be accessed from the bell icon) has also been enhanced to give you quick access to reservations for all the items and carts (see the screen below). Moreover, as an admin, you may review reservations made by all members and take necessary actions. However, as a staff user, you may only review your own reservations and take action on them. A historical record of past reservations is also available under the “Fulfilled Reservations” Tab.

Reservations tab within the Asset Detail Page 4
Reservations tab within the Asset Detail Page 5

In the above screen, a reservation appears in red. That is because the quantity reserved is not available at the time of the new sale at that location. You can find out what other color dates/stock quantity means from the help section on the reservations page.

An admin may edit the quantity and location for a reservation at any time and remedy such situations. (as seen in the screen below)

Reservations tab within the Asset Detail Page 6

Staying on top of Reservations

Always stay updated on reservations with the Dashboard Calendar. You can toggle for actionable metrics between the ‘Items’ and ‘Carts’ widgets.

Staying on top of Reservations 1

Capture Signatures on Reservations

Add an extra layer of security to IT asset management by recording signatures with reservations and reservation approvals from Settings → Add Ons → Capture Signatures. This enables a user to sign whenever he/she makes a reservation on an item or when an admin approves a reservation (if Arbitration on Reservation is enabled).

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