How to Check In Assets in Bulk

There are a few ways to bulk check-in assets in the Reftab platform. This guide will show you three of the most common ways to update your loan records.

How to Bulk Check In from Assets Page

One of the easiest ways to return or check in assets in bulk is from the assets page. Click “Assets” from the navigation bar. Then, use the check boxes to select the currently checked out assets that you want to return. Click “Bulk Actions” > “Check In“

Using the Loans Tab

Another way to return assets in bulk is from the loans page. Head to the Loans tab and use the checkboxes to the left of the loan record you are looking to check in. Notice, that I have filtered for the Chrome Books category.

If all items are in the same Category, Location, etc. this would make this function much easier for you. A little tip here, when changing between categories, we do store your selections. This means you would be able to select two Chromebooks from this selection, filter for another category, and select two items. When you check in it will be all four assets chosen.

After choosing the correct assets, you will be prompted to either check in or request verification. You can simply click check-in and all assets will be pulled back into your inventory. 

Bulk Check In from a Loanee

The same options are given from a single Loanee if you are checking in all assets from one user:

Scan Assets in Bulk for Check-In

Finally, this can be done from the Scan In page on the Loans tab. If you are looking to scan barcodes of specific assets, you can check them in bulk here:

In wrapping up this guide on “How to Bulk Check In Assets,” we trust that the step-by-step instructions provided have streamlined your asset management process. Efficiently checking in assets in bulk is key to maintaining an organized and up-to-date inventory.

Remember, mastering bulk check-ins not only saves time but ensures accuracy in your asset records. Should you have any further questions, concerns, or if you need personalized assistance, our Support Team is here to help. Feel free to reach out to us at [email protected]. Your success in asset management is our priority, and we’re here to support you every step of the way.