4.19 Products On Loan
Products on Loan
is a tool designed to keep track of the resources that have been given to
Employees as part of their job. A typical application of this includes providing
laptops, cell phones, and/or company vehicles for an outside sales
Tradepoint has built in tools to handle every aspect of this right
down to the shipping methods used to send resources to Employees.
an Employee profile is the history of what has been loaned to an
Drilling down into
one of these listed items give a more detailed view of options within each
instance of loaning an Employee a Product/Asset.
Icons in the top left
corner show tools for an item going out, an item being received back in, the
ability to attach, scan or upload related documents and a notes screen for any
details outside of this workflow.
- This field will draw on both products and assets. Both of these sections will
need to have information in them to track anything that is being lent out to
Ref # - This is an open field to
create your own reference number specific to this item. This field in not
required to complete a Product on Loan.
Number - In this example a serial number is the serial number of
the laptop that has been loaned out to this Employee. For cars the VIN number
would go here and cell phones the ESN or Product number associated with the
phone is recommended for this field.
Loaned On and Due
Back - These are the dates when an item goes out and when an item
comes back in. Typically both the Loaned On field and the Due back will need a
date when an item is loaned to an Employee unless the due date is open for an
Returned On - This is when an item is
actually returned from an Employee.
Method - If anything has to be shipped out then this field will
choose from established Shipping methods within Tradepoint. The Shipping methods
must be setup for this option to work.
Number - The tracking number from the Shipper once it has been
shipped out can be entered here.
The condition of an item when it is lent out to an Employee is entered here. In
the case above the condition is just the year and model of laptop. This can be
as detailed or as simple as necessary per item. For example, for vehicles and
existing damage, dents or scratches can be documented as a vehicle goes out to
be compared to the condition it is in when it is returned.
Note - Products on loan is
also available for all contacts within Tradepoint as long as those items are
first applied to an Employee.
The rationale for this is there is someone
within a company who ultimately keeps track of any samples or items sent to any
contacts. In some cases a generic Employee profile is setup where all items are
stored especially in the case of library based resources such as books, videos
and periodicals that may be lent out to