Fulfilling a move order

Fulfilling a move order is the step where the requested relocation actually happens. You pick the move order, confirm which assets are moving and where they’re going, and complete the move so the assets reflect their new location.

Before you begin

• Edition — the Fulfill screen is available in the Complete edition.
• Permissions — fulfilling a move order uses the same move permission as the direct Move action, which is separate from the permission needed to create move orders. Without it the screen is read-only or hidden. See Roles.
• An open move order must exist. Fulfill works on a move order that has already been created and issued (its status is Open or In Progress). If there isn’t one yet, create it first from the Move Orders list; a Draft order needs to be issued before it can be fulfilled.

Fulfill a move order

1. Open the Move Order section and choose Fulfill.
2. Select the move order you want to work on, or right-click a move order in the Move Orders list and choose Fulfill from the context menu to open it directly.
3. Review the line items — the assets requested to move — along with the destination Location.
4. Confirm each asset is being moved. For quantity-tracked items, enter the Move Quantity; scan or select the assets as needed. The move quantity can’t exceed the quantity available, can’t be zero, and can’t be a fraction.
5. Adjust the destination location if a particular line item needs to go somewhere other than the order’s requested location — each line can be sent to its own destination. Wasp Asset asks you to confirm before applying a changed location. A line’s destination can also be a group instead of a location.
6. Choose a save action to complete the move (see below).

Tip

The Fulfill screen supports barcode scanning — scanning an asset tag or location adds it to the queue without typing, which is much faster on the floor.

Note

You’re not limited to the quantity that was originally requested — entering more than what’s on the order still works, but Wasp Asset asks you to confirm before adding the extra quantity to the queue.

Completing part or all of the move

You don’t have to fulfill everything at once:

• Save records the progress you’ve made and keeps the move order open, so you can finish the rest later.
• Save & Close completes the move order and closes it. Use this when all the requested assets have been moved.

As soon as a fulfillment is complete, each moved asset shows its new site and location, and the move becomes part of the asset’s history — the changes take effect right away and don’t wait for the order to be closed.

Caution

Save & Close finishes the move order — the assets are relocated and the order is closed. Only close it when every asset you intend to move has been confirmed; use Save while the move is still in progress. If you close it before every requested asset has moved, Wasp Asset still closes the order, but it’s recorded as closed short of the original request.

Tip

Tick Print Move Order and pick a receipt before saving to print a document confirming the move.

Troubleshooting

• My move quantity is rejected. The quantity you enter can’t exceed the actual quantity available for that line item, and it can’t be zero or fractional. Check the available quantity shown on the line.
• The same asset is already in the queue. Each asset can be added to the fulfillment queue once — remove the duplicate or adjust the existing line.
• The destination location won’t accept my change. Confirm the location exists under your sites and locations; unlock the field if it’s pinned. See Sites and locations.
• I don’t see the Fulfill screen at all. It requires the Complete edition plus move permission.
• A move order won’t open in Fulfill, or the option is greyed out in the list. Only orders that have been issued can be fulfilled. A Draft order needs to be saved and sent first, and a Closed or Cancelled order can’t be fulfilled.

Related

• Move orders overview — what a move order is and how to create one
• Move — relocate an asset directly without a move order
• Receipts — the printable documents you can produce for a move

Note

The Fulfill screen is available in the Complete edition.