<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- How to bring products into stock and create assets</strong></p><p><strong>- Consigning items</strong></p><p><strong>- Returning assets (that are linked to item) to stock</strong></p><p><strong>- Returning assets (not linked to an item) to stock</strong></p><p><br></p><p><br></p><p><strong>Admin Guides: </strong></p><ul><li><strong> <a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/1845/" id="isPasted" target="_blank" rel="noopener noreferrer">Items and Stock Control</a></strong></li></ul><p><br></p><p>This guide will cover how to bring/return items into stock and create/return assets to stock based on the out-of-the-box functionality, items and stock may behave differently in your instance depending on your configuration as there are various settings impacting how stock behaves. The guide <a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/1979/" id="isPasted" target="_blank" rel="noopener noreferrer"><strong>here</strong></a><strong> </strong>covers some of the configuration settings impacting stock behaviour. </p><p><br></p><p>To understand the relationship between products and assets we recommend reading this guide: <a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/2341/" id="isPasted" target="_blank" rel="noopener noreferrer"><strong>Items vs Assets</strong></a></p><p><br></p><p><strong><em>Note: In this guide the terms 'product' and 'item' will be used interchangeably. </em></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Bringing Products into stock and creating Assets</span></strong></p><p id="isPasted">Products can be brought into stock either from a purchase order (PO) or by using the 'Receive stock' action against the product (manually). </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAzNjM3N2ZiLTgzZjQtNDdiMi1hNDZkLTVlNjNiMmFmZmI4MCJ9.zW1YRrtOiJIU_RVixsJV1U4QgX9Q8wCKEE2NWCPxQGQ" class="fr-fic fr-fil fr-dib" width="1170" style="width: 1172px; height: 357.181px;" height="357"></p><p><strong><span style="font-size: 10pt;">Fig 1. Bringing in stock using a PO</span></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImIyMzYzZmY1LTk5NWEtNDBmOC05YzAwLTBkM2Q3NjgxZWM2ZSJ9.bLI4q66Hm1c9rStzjWPJm2w6oyCiabPYhnRpiR8tFcQ" class="fr-fic fr-fil fr-dib" width="815" height="428"></p><p><strong><span style="font-size: 10pt;">Fig 2. Receive stock against product</span></strong></p><p><br></p><p>When bringing an item into stock you must choose which stock location to store this item under.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZmODJlMDBmLTE4MDYtNGIwYi05M2RhLWI2MDZmYmVhZTQxZSJ9.E10t09S0sv3J4IVxRLpnk9PqxgYgTv7LDC-deR0AlBE" class="fr-fic fr-fil fr-dib" width="1108" style="width: 1110px; height: 481.907px;" height="482"></p><p><strong><span style="font-size: 10pt;">Fig 3. Select stock location when receiving stock </span></strong></p><p><br></p><p>Stock locations are simply sites that have been marked as stock locations. See the section 'stock control configuration' of the guide <a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/1983/" id="isPasted" target="_blank" rel="noopener noreferrer"><strong>here</strong></a> for more information on creating stock locations (and bins). </p><p><br></p><p>If the item you are bringing into stock has a linked asset type (for serialized assets) an asset will be created for each item that is brought into stock. You will be prompted to enter the asset tag and the asset serialization field for the asset at this stage to ensure the new asset has unique identifiers. The asset serialization field is determined by the setting 'Asset Serialization Field' under configuration > Items and stock control. (If an item does not have a linked asset type, an asset will not be created when stock is received for this item.)</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI3Yjk4MDA3LWE3MzQtNDhjZi1hNDk2LWNjMTMyZWNkNzQzMyJ9.MmPnHRLHn_i92xvFluYgO5VLec-Xs772jBdJCkcR160" class="fr-fic fr-fil fr-dib" width="528" height="270"></p><p><strong><span style="font-size: 10pt;">Fig 4. Creating a serialised asset when stock received </span></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU2MDMyZmM0LWVmMzUtNGI0MC1iODg0LWU3ZDk5OGFhNTJkMSJ9.sMzeJhEOFmKiRaQ7-bf4rPzXzxfP0-tMK9dRUodTbnM" class="fr-fic fr-fil fr-dib" width="650" style="width: 652px; height: 317.036px;" height="317"></p><p><strong><span style="font-size: 10pt;">Fig 5. Linked asset type for item </span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZjOGRiNGJlLWRkNzQtNGU0Ny1iZTU5LTU2MzBiZjZkZTA1ZCJ9.Ss-GIriBXCziYFgnOL0g-Q8z4pPwVnpTAYJRh_zY9pY" class="fr-fic fr-fil fr-dib" width="498" style="width: 500px; height: 417.108px;" height="417"></p><p><strong><span style="font-size: 10pt;">Fig 6. Asset serialisation field</span></strong></p><p><br></p><p>The asset that has been created will now be linked to this item. This means this asset will be associated with the stock quantity of the linked item, that is, each asset will count towards the stock count for the item. If all assets for an item are assigned to users/sites there will be no 'free stock' of the item to assign to new users. You can see if an asset is linked to an item under the 'Stock information' section of the 'Supplier and Maintenance' tab against the asset. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjliZjQ1OWRmLTI1OTUtNDM5ZC1iY2ZmLTY5ZjhjMTM5ODEzNCJ9.7Sp8PqclZMXfvnuKTdZYeM2iTFrZJNIcV_PTFzH_jCw" class="fr-fic fr-fil fr-dib" width="394" style="width: 396px; height: 293.085px;" height="293"></p><p><strong><span style="font-size: 10pt;">Fig 7. Product/item linked to asset</span></strong></p><p><br></p><p><strong><em>Note: By default assets will be created when stock is received, however this can be changed using the setting 'Create Serialised Assets' under configuration > items and stock control. If this is set to be 'When Items are consigned' assets will be created at consignment rather than when stock is received. </em></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImViNGIyNTYxLTNiZTMtNDE1YS1iY2I4LTk3NmQxZDBhZjNlNyJ9.5Ia38eld6rxL-sUkRea7e5_fS-2GVyA_484EfOdVWyI" class="fr-fic fr-fil fr-dib" width="230" height="196"></p><p><strong><span style="font-size: 10pt;">Fig 8. Setting to change when assets are created</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Consigning items </span></strong></p><p>Consigning an item in Halo moves the item from a stock location to a user's site, essentially marking the item as being 'delivered' to a site. This is done to take the item out of available stock so you can monitor how much 'free stock' and 'restricted stock' you have. </p><p><br></p><p>Items can be consigned from a purchase order, sales order or from a ticket. Items are consigned from a ticket when products have been issued as part of the ticket. When consigning an item on a ticket you will need to choose which stock location to take the item from, this stock will then be moved to the end user's (of the ticket) site. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImJlOWE1MWIxLTllNmUtNDYzNC04YmQzLTNjYThiMjhhNzhkOCJ9.x2ZtqNd35u0xq8bVbr3Rt2hexMyMwo3BtveK-zj_2VM" class="fr-fic fr-fil fr-dib" width="1081" style="width: 1083px; height: 590.808px;" height="591"></p><p><strong><span style="font-size: 10pt;">Fig 9. Consign item from ticket</span></strong></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY5Yjg2YzBhLTY2NGItNDkxNi04OGUyLTFhOTljZTdmMDI1ZiJ9.9NIBaEX5iFFrRnIAHKMEMyBn3qCehpOfCE6b25VFmnI" class="fr-fic fr-fil fr-dib" width="1770" style="width: 1772px; height: 383.187px;" height="383"></p><p><strong><span style="font-size: 10pt;">Fig 10. Choose stock location to consign item from</span></strong></p><p><br></p><p>When consigning products that are linked to an asset type (serialised products) you will also need to choose which asset you are consigning to this site. You will only be able to choose from existing assets to consign here. </p><p><br></p><p>You will also only be able to choose from assets that are linked to this product. Assets become linked to a product when created through stock processes, if you have assets that are not created through stock processes (e.g. created manually) you will need to ensure the 'Default Product for new Assets' is set against the asset type. This field will determine the product the asset is linked to when the asset is created outside a stock process. </p><p><br></p><p><br></p><p>To consign items from a sales order use the 'consign items' action against the sales order.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ4MDFhNmRlLWE3ZGQtNDI2Zi1hYTFmLTFlZjZhMGVhMmYyZCJ9.TSu4eR1cz_xCpNmHN2Thwa5Ts3pQD9iyf1REAZYexho" class="fr-fic fr-fil fr-dib" width="1148" height="392"></p><p><strong><span style="font-size: 10pt;">Fig 11. Consign item from sales order</span></strong></p><p><br></p><p>This will move the items from a chosen stock location to the site of the sales order.</p><p><br></p><p><strong><em>Note: If you consign an item incorrectly you can delete the consignment note and you will be able to re-consign the item. </em></strong></p><p><br></p><p>Items can be consigned from a purchase order, but only when the purchase order is set to be delivered to the user. You will not need to select which site the item is consigned from as the item is coming straight from the supplier to the user. This item will then be added into stock (and asset created) at the site assigned to the purchase order.</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdmNWJjYWM2LTcxNmEtNGU4OC1iM2NhLWIyNzJjOTRiNDE5MSJ9.coV5npsmn1QSMe8ZP7Xf3eROOaZ-A7KxgJWl581cRds" class="fr-fic fr-fil fr-dib" width="1415" style="width: 1417px; height: 530.288px;" height="530"></p><p><strong><span style="font-size: 10pt;">Fig 12. Consign item from PO</span></strong></p><p><br></p><p>For a worked example on receiving and delivering stock see our guide <a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/1983" target="_blank" rel="noopener noreferrer"><strong>here</strong></a>.</p><p><br></p><p><strong><span style="font-size: 14pt;">Returning Assets to stock (when asset has linked item)</span></strong></p><p>If an asset has been consigned to a site it can be returned back to stock using the 'Return Asset' action against the asset profile. This is useful when users are returning assets back to you, perhaps due to the user leaving, or as a result of a hardware upgrade. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEzYzRmMWE3LTAwZjMtNGZiNi04N2I0LTQ3Y2EyZGI2M2YwOCJ9.kgPAsLyxFQQQSBlorP5vTB7lKppCqhZRWAYTqQGY8E8" class="fr-fic fr-fil fr-dib" width="859" height="397"></p><p><strong><span style="font-size: 10pt;">Fig 13. Return asset to stock</span></strong></p><p><br></p><p><strong><em>Note: This action will only be available if the asset has been consigned and is linked to an item.</em></strong></p><p><br></p><p>When returning an asset back to stock you will need to select the stock location it will be returned back to. The stock level of the item linked to the asset will not change, but rather there will now be more 'available stock'. This means this asset will now be available to be consigned to another site when needed. </p><p><br></p><p><strong><span style="font-size: 14pt;">Returning Assets to stock (when asset not linked to an item)</span></strong></p><p>If you have imported assets from an integration or imported them using a csv file you may not have an item linked to your asset. If this is the case you will need to complete some additional configuration to be able to return your assets to stock. </p><p><br></p><p>Head to configuration > items and stock control, enable 'Allow Assets without stock records to be returned to stock'. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVlNDRlNTNlLTYwOTktNDgzZC04NThjLTUwZTRmNWE3NzgxMSJ9.OfxG_5nFvcs-jeFa5QSC-KnUL1nZ2GNUwJyPs_U1blk" class="fr-fic fr-fil fr-dib" width="726" style="width: 728px; height: 518.865px;" height="519"></p><p><strong><span style="font-size: 10pt;">Fig 14. Setting to allow assets without a linked item to be returned to stock </span></strong></p><p><br></p><p>Once this is enabled the action 'Return asset' will be available against consigned assets that do not have a linked item. </p><p><br></p><p>Before using the action you will need to ensure there is only one item linked to the asset type of the asset you are returning to stock. This is because this will determine the item that the asset is returned into stock as. If there are multiple items linked to the same asset type, the asset will be liked to the item with the lowest system ID. </p><p><br></p><p>However, you can enable the setting 'Allow Product selection for Assets returned without stock records' (configuration > items and stock control) to allow you to choose which product assets are return to stock against. When using this option you can link many products to a single asset type, and choose which product the asset is returned against on an ad-hoc basis. Choice will be restricted to products that have this asset type as their 'Linked Asset Type for Serialized Assets'. </p><p><br></p><p>When an asset without a linked item is returned to stock it will increase the stock quantity of the linked item as there is no stock yet recorded for the asset. </p><p><br></p><p>In the below example the item 'Laptop' is linked to the asset type 'Laptop'. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ1MmFhY2QyLWE0MTYtNDc5NS04ODAzLTlmNDAzM2I0YzRlOSJ9.OXd7h7ZXzgqXk-ltn6ES4woPb3OjQn2R4LeB1GTWqZc" class="fr-fic fr-fil fr-dib" width="644" style="width: 646px; height: 306.687px;" height="307"></p><p><strong><span style="font-size: 10pt;">Fig 15. Field to link asset type to item </span></strong></p><p><br></p><p>If I return the asset in figure 16 to stock it will increase the stock quantity of the item 'Laptop' as this asset has the asset type 'laptop' and the item Laptop is linked to the laptop asset type. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI0ZDhhMmJkLTViOGMtNGFjNi04ZjcxLTY4YTE0ZWUxYWZiMyJ9.6Yv6LY1FWpcw_Z8MV3kwmkaj5MoQmSEAVPg0dR81Pnk" class="fr-fic fr-fil fr-dib" width="657" height="440"></p><p><strong><span style="font-size: 10pt;">Fig 16. Asset to be returned to stock</span></strong></p><p><br></p><p>Once this asset is returned to stock it will be available to consign. </p><p><br></p><p><br></p><p><br></p>
