How to Move Items in Your Vault

Created by Customer Success, Modified on Tue, 23 Sep at 12:38 PM by Customer Success

How to Move Items in Your Vault

 

1. Navigate to the Vault Page 0:00

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  • Start by accessing the vault page.

  • Use the left tab to navigate to the vault.

 

2. Select the Correct License 0:11

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  • Ensure you select the correct license for your items.

  • Remember, you may have multiple licenses in your facility.

 

3. Filter Items by License 0:23

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  • Change your license to filter items in your inventory.

  • This helps in selecting the right items for the move.

 

4. Select Items to Move 0:34

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  • Choose the items you want to move (can be 1 to 20 items).

  • Make sure to select all desired items.

 

5. Initiate Bulk Actions 0:44

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  • Click on 'Bulk Actions'.

  • Select 'Move Items' from the dropdown.

 

6. Review Selected Items 0:52

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  • Confirm the items you have selected to move.

  • Check their tags and products.

 

7. Choose New Location 1:00

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  • Click on the new location where you want to move the items.

  • Ensure this location is valid for the selected license.

 

8. Set Move Date and License 1:06

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  • Enter the move date (today's date).

  • Confirm the license you want to use for the move.

 

9. Confirm Move Items Action 1:21

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  • Click 'Move Items' to proceed.

  • A confirmation message will appear asking if you wish to proceed.

 

10. Check for Success or Error Message 1:36

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  • If successful, a toast message will confirm the items have been moved.

  • If there's an error, it may indicate an issue with the selected location and license.

Link to Loom

https://loom.com/share/07f74ac0a7df4f69987b940f3cb697d8

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