📘 Screen: Mobile Item Transfer
A mobile item is something that doesn't leave the farm's assets, but changes hands: the two-way radio, the fire extinguisher, the hydraulic jack, the toolbox, the sensor, the backpack sprayer, the gas cylinder. It isn't consumed like an input: it just moves from the parts room to the tractor, from the tractor to the mechanic, from the mechanic to the outside shop.
This screen records each of those moves: what left, from where and to where. That way, when someone asks "where's the radio from combine 03?", the answer is in the system, not in the memory of whoever handed it over.
📍 Location in the system
Menu: Fleet > Mobile Item Transfer
Once open, the screen is titled just Mobile Item; it's the same screen.
🧩 Main function
Record the change of custody of mobile items between storage locations, fleet items, employees, teams, departments and third parties, keeping the current location of each trackable item.
🖥 The list
The grid shows Code, Date, Product, Lot, Source Type, Source, Destination Type and Destination, with search on each column. At the top, besides New and Reload, there are View current location and View inventory.
📝 Main fields
| Field | Description |
|---|---|
| Date | Day of the hand-over or return. |
| Code | The transfer's number, which comes in sequence. |
| Product | Required. The item being moved around. Only products marked as Mobile Item in the Product & Service record show up here. |
| Lot | Only appears when the chosen product has a lot registered: it's what tells radio 1 apart from radio 2. The list itself has a + NEW option, to register the lot on the spot without leaving the screen. |
| Source Type and Source | Where the item is coming from (see the table below). The source field is required. |
| Destination Type and Destination | Where the item is going, also required. |
| Notes | The item's condition at hand-over, return deadline, whatever was agreed. |
| Created by and Changed by | Who recorded it and who changed it. |
🔀 Source and destination types
The form reads top to bottom: Source Type and its field, and below it Destination Type and its field. Both use the same list of six options, and the screen shows only the field for the chosen type:
| Type | What appears |
|---|---|
| Storage Location | The parts room or warehouse. It's the option that comes preselected. |
| Fleet | The machine that kept the item: the radio that lives in the combine. |
| Entity | A third party: the outside shop that took the tool in for repair. |
| Department | The responsible department, coming from Department, Maintenance Group & Symptom. |
| Employee/Operator | The person responsible for the item. |
| Team | The team that kept the item. |
Nothing stops source and destination from being different types; in fact, that's the most common case: it leaves the storage location and goes to an employee, or it leaves the fleet item and returns to the parts room.
📍 View current location
The View current location button opens a window with two tabs: Mobile Item, which shows where each lot is now (lot, product and location), and Mobile Item Transfer, with the full history: date, product, lot, user, source type, source, destination type and destination. It's the quick answer to "who has this?". There's also the View inventory button, to check balances.
- Every tool, radio or fire extinguisher has a person responsible and a current location
- The history shows where the item has been and who received it last
- An item lent to an outside shop doesn't get lost along the way
- Asset checks no longer depend on memory
❓ Frequently asked questions
The product doesn't show up in the transfer list. Why?
Because it isn't marked as a Mobile Item in the Product & Service record. Check that option and the item starts showing up here.
How do I know who has a particular tool?
Use the View current location button. The Mobile Item tab lists each lot with its current location, and the transfer tab shows the whole path it has taken.
What's the difference between this and product loans?
A loan deals with inputs that leave the farm and come back, changing the inventory balance. Mobile item transfer deals with assets that still belong to the farm and only change who's responsible for them: what changes is the location, not the quantity.
I have five identical radios. How do I tell them apart?
By lot: register one lot per unit (with a serial or asset number) and always transfer by pointing to the lot. The Lot field appears as soon as the chosen product has a lot, and the list itself has the "+ NEW" option to create one without leaving the screen.