In Fieldex, you can easily manage and track asset transfers with a built-in approval process. Ensure all transfers are authorized before completion, reducing errors and maintaining accurate asset records. Configure and assign approvers, and keep all transfer activity transparent from request to completion.
Setting Up Managing Groups for Zones
Path: Setup > Modules > Inventory > Zone
The group that manages the Zone allows all members of the group to have the authority to accept or reject asset transfers, requisition requests, and consignment requests for any bins under the zones they are assigned to.
Click create new
Add Managing Group based on the User Group designated for the zone
Click Save
Streamline and safeguard asset transfers with an integrated approval process. When a transfer occurs that requires the approval of the managing group, they will automatically receive a notification prompting them to review and approve all related transactions within their assigned zones. This ensures that no transfer proceeds without proper authorization, maintaining accountability, compliance, and accurate asset tracking.
Approvers can review transfer details, verify accuracy, and approve or reject requests directly from the system, ensuring a smooth and transparent workflow from request to completion.