How to Transfer Assets from one facility to another - Edit assets

Assets can be transferred between customers and customer facilities directly from the Asset Edit page. This provides flexibility when managing assets, while maintaining a complete transfer history for traceability.

Step 1: Navigate to Asset Inventory

1. Go to Community → Admin → Asset Management → Asset Inventory.
   
   
2. From the table, click on the asset you want to transfer.
   
   
3. Select Edit Asset from the 3-dot menu at the top right.

Step 2: Transfer the Asset

• To transfer to a different Customer, update the Customer field.
  
  
• To transfer to a different Facility, update the Facility field.
  
  
• Click Save.
  
  

Figure 3: Updating the Customer or Facility to transfer an asset

Step 3: View Transfer History

1. From the Asset Detail page, click the three vertical dots (kebab menu).

1. Select Asset History to view a full log of transfer activity.
   

Figure 3: Viewing Asset History from the kebab menu