Stockroom details overview

Review the information that is collected about stockrooms. You can complete actions such as running workflows to update records and you can optimize the view to view the information that is key to your role. 

Click Locations > Stockrooms and then click a stockroom.

To find out more about a stockroom and complete actions such as running workflows, managing assets, accessories, and kits, performing audits, and tracking stockroom events and activities, review the following information:

• Information
• Assets
• Accessories
• Kits
• Actions
• Audits
• History

 Actions available on all pages

Click the  Actions menu and select an option.

Table: List of the actions that are available on all pages

Icon	Action	Description
	Click Available workflows.  Optional. Select a workflow from the list of available workflows. You can preview the workflow before you run it.	The workflows that were created and that can be run.
	Click Screen builder.	To make the information more consumable, you can group information into sections and pick the fields that you want to add to each section.
	Click Archive.	Archive the record.

Record navigation

Use the down arrow to go to the next record and use the up arrow to go to the previous record.

Information

Permissions: To view the Information and Actions page, you will need, at a minimum, read-only permissions for the Stockrooms object.

Table: List of the actions that you can complete on the Information page

Icon	Action	Description
	Click Workflow activity status.	If no workflows are associated with the record, or if the workflows associated with the record have been completed, No active workflows is displayed when you hover the mouse over the status icon.    If one or more workflows were triggered for the record, but haven't been completed yet, a message is displayed when you hover the mouse over the status icon. The message informs you that one or more workflows are running that might change the information in the record.
	Click Refresh.	Refresh the information that is shown on the page.

Assets

Permissions: To view assets on the stockroom page, you will need, at a minimum, read-only permissions for the following objects: Assets, Stockrooms.

Table: List of the actions that are available for managing assets

Icon	Action	Description
	Configure fields to display.	Add or remove fields from list view.
	Click New Action.	Select an action from the list.
	Assign	Assign the asset to a user. When you assign the asset to a user, you can remove the asset from the stockroom.
	Deprecate	Remove assets that aren't assigned to users from the stockroom.
	Receive	Add one or more assets to the stockroom.
	Return	Recover an asset from a user. The asset can be returned to the stockroom and the inventory.
	Transfer	Transfer assets that aren't assigned to users to another stockroom.
	Click Export XLSX.	Export information about the assets to a spreadsheet.

Accessories

Permissions: To view accessories on the stockroom page, you will need, at a minimum, read-only permissions for the following objects: Accessories, Stockrooms, and Stockroom Accessory.

Table: List of the actions for managing accessories

	Action	Description
	Assign	Assign new or used accessories to a user.
	Receive	Add one or more accessories to the stockroom. You select the Current Stockroom as the data source to modify the quantity of new, used, or new and used accessories. You select Catalog to add accessories by name or SKU.
	Deprecate	Remove one or more accessories from the stockroom.
	Return	Return the user's accessory to the stockroom.
	Transfer - Receive	Transfer accessories that aren't assigned to users from another stockroom to the current stockroom.
	Transfer - Send	Transfer accessories that aren't assigned to users in the current stockroom to another stockroom.
	Remove	Remove the accessory from the stockroom. You can only remove accessories if the number of accessories is set to 0.
	Export	Export information about the accessories to a spreadsheet.

Kits

Permissions: To view kits on the stockroom page, you will need, at a minimum, read-only permissions for the following objects: Kits, Stockrooms.

Table: List of the actions for managing kits

Icon	Action	Description
	Add a kit	Add a kit, a bundle of accessories, such as a starter kit for new joiners.
	Click New Action. Select Assign. Enter the name of the user. Enter the name of the kit. Click Assign All.	Assign a kit to a user.

Actions

Table: List of the actions that you can complete on the Actions page

Icon	Action	Description
	Export to XSLX	Export information about when actions were completed, such as assign and receive actions, and who performed the actions.
-	Show Loans	Include the accessories that are on loan in the list.

Audits

Permissions: To view audits on the stockroom page, you will need, at a minimum, read-only permissions for the following objects: Audits, Stockrooms.

Table: List of the actions that you can complete on the Audits page

Icon	Action	Description
	Perform an audit	Add information about an audit, such as the planned start and end date, and the approver.
	Export to XSLX	Export the audit information to a spreadsheet.

History

Table: List of the actions that you can complete on the History page

Icon	Action	Description
	Click Export.	Export the activity history to a spreadsheet.
	Click Filter.	Filter the records by the time the events occurred, by the users who triggered the events, or by the fields in the records that were affected by events.

Related links

Granting role permissions