QR Inventory software allows you to create custom mobile forms to collect additional data for inventory transactions on a smartphone.
You create custom mobile forms with the fields relevant to your inventory management process via the QR Inventory admin web dashboard.
Once you created mobile forms, a QR Inventory mobile application will have these forms for your employees to fill out on a smartphone.
The collected inventory and assets data data become a part of the inventory transaction record.
You can access data collected via the mobile forms in the inventory and asset reports.
Mobile Forms For The Assets And Inventory Data Collection
How do I define what inventory data we want to collect? Can we collect different data based on the inventory transaction type?
You define what data to collect for each inventory transaction type using a
Transactions: Trackable Properties link in the QR Inventory software. You will be able to link
each mobile form field to a specific inventory transaction type.
You can link a single mobile form field to one or multiple inventory transaction types. As a result, a field employee will see a relevant mobile form on a
smartphone based on the
selected inventory transaction type.
You can add various form field types for the inventory mobile forms. A user can enter data into the field manually, select data from a drop down list,
get a hint list for the data selection, scan in data from a QR code or barcode with a smartphone camera, take a photo with a smartphone, and collect
an electronic signature on a smartphone.
How do I create assets mobile forms that are not relevant to the inventory or asset transaction?
You may need to fill out mobile forms for the assets and inventory that are not related to the inventory transactions. These may be
equipment maintenance mobile forms, asset inspection checklists, asset damage field report, quality control forms, etc. If you need to
fill out assets mobile forms like this, add
a
mobile data collection module to the QR Inventory software.
Mobile data collction module allows you to create
custom mobile forms for all types of the field assets related paperwork that field technicians will be able to fill out on a smartphone.
How do I make mobile form fields for the assets and inventory transactions to display in a specific order?
Inventory transaction properties and custom fields are displayed in the alphabetical order.
In order to force a specific order of display on a smartphone in the QR Inventory mobile application, use a number prefix in front of the form field name, for example:
- 01. Street Address
- 02. City
- 03. State
- 04. Zip
- 05. Phone
Inventory and asset data that we want to collect via mobile forms may be relevant to the entire inventory transaction, or to the individual assets or inventory items.
How do we tell these form fields apart?
When you create a new inventory transaction property (a mobile form field) in the QR Inventory software, you fill out a
Level field.
Set Level to the
Transaction Level for the mobile form fields that need to be filled out once for an entire inventory transaction.
Set Level to the
Item Level if you want the mobile form field to be filled out for each asset or inventory item in the transaction.
For example, a
job number can be a field that will be the same for an entire inventory transaction,
but
item conditions should be filled out separately for each asset or inventory item in the transaction.
Asset And Inventory Field Data Access On a Smartphone
How can I access asset or inventory data in the field on a smartphone?
In the QR Inventory mobile application select an
Item Details button, then scan a QR code on the asset or inventory. This will show all details on the asset or inventory,
including pdf documentation, images and drawings if applicable.
Select a
Check Stock button, then scan a QR code on the inventory item in order to check inventory stock for the scanned part number in all
locations.
If an asset or inventory item is not in front of you and you cannot scan a QR code with a smartphone, use keyword search in the QR Inventory mobile application
to find the required inventory item.
Can we add or change asset or inventory information in the field on a smartphone?
Yes, QR Inventory system users with the right permissions can add and update assets and inventory information on a smartphone.
They can also take photos with a smartphone camera and add these photos to the asset or inventory.
When reviewing inventory or asset details, QR Inventory software users who have the right permissions will see an
Update button. Click this button to update an asset or inventory information,
enter additional information or add photos.
