Asset Intelligence and Management

Asset Intelligence and Management

EZO CMMS Blogs Cart Custody

[How-to] Manage Streamlined Workflows with Custody Transfer of Carts


Some company workflows involve a change of custodian ship multiple times along the way. Other businesses ship parts across departments. These changes can now be formally tracked through Transfer of Cart Custody feature in EZO CMMS. A traceable line of users lowers risk associated with misplacement and theft of items.

1. Enabling Transfer Custody of Carts

Enable the feature from Settings→ Company Settings & Add Ons → Transfer Custody of Carts.

Note: Only Account Admin can carry out this action.

2. Transferring Custody of Carts with Assets

After you checkout the cart, you will be able to Transfer Custody of Cart. 

Once you click Transfer Custody, you will be redirected to the following page and asked to enter details:

The transfer can be verified in the Details section of the Carts main page 

Note: In case of inventory, the inventory is consumed when the cart is checked out. It’s custody cannot be transferred. 

Read: Carts in EZO CMMS: Equipment Management for Jobs and Events

3. Checking History of Transfers

To ensure carts are following the correct custodian workflow, you can check the history of transfers. Go to the Cart details page, More→ History→ History 

When you select Transfer History, the following overlay appears 

4. Setting Up Alerts for Transfers

You can also set up alerts for each time cart custodianship changes. Simply go to Alerts→ Checkin/Checkout → Transfer Custody of Carts . 


EZO CMMS is the next generation maintenance management software. It does more than just simple maintenance, it empowers your teams with a central command center to assign and complete work orders to achieve optimal productivity. We offer a free 15-day trial – no credit card required!

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