EZOfficeInventory is now EZO. Discover the reasons behind the rebrand and what it entails here
Asset Intelligence and Management

Asset Intelligence, Reimagined

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

Share:

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. 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→ 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: 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→ Transfer History 

When you select Transfer History, the following overlay appears 

The transfer action is also reflected in the Cart History section

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 . 

About EZO

EZO is the leading asset tracking software. It allows you to track, maintain, and report on equipment from anywhere, at any time.

Was this helpful?

Thanks for your feedback!
Picture of Rida Fatima
Rida Fatima
Senior Information Development Associate, EZO
She/her/hers
Rida works as a content marketing specialist at EZO. Her expertise lies in curating dynamic and meaningful content that is aligned with the trends of the SaaS industry. She defines professional success of a content marketer as “the ability to create engaging and evergreen content that addresses buyer pain points.” Her work is based on a broad variety of topics, ranging from rental asset to physical and IT asset management. Outside work, Rida loves to travel, try different cuisines, and engage in deep philosophical discussions.

Achieve Higher Asset Control with EZOfficeInventory

Cloud-based asset management software that helps minimize costs with efficient asset organization and tracking.
G2 leader summer 2024
Index

Talk to Us

Need help getting started or have questions? Get in touch with one of our product specialists!