Other Operations

Menu composition is configuration-driven. The operations on this page may appear under sections labeled Other, Management, or another label depending on your site.

Operation	Purpose
View Leases	See active leases and perform lease actions
Lease Stock	Create a new lease for a customer
Certify Item	Record a certification or inspection against an item
Add / View records	Add or browse master data (items, customers, suppliers, and other configured records)

View Leases

The navigation entry View Leases opens the Leasing page. Use the customer filter and dropdown at the top of the page to narrow the list.

Footer actions on the Leasing page:

Button	Action
Add	Start a new lease
Return	Record a return for selected lease lines
Issue	Issue stock from selected lease lines

Lease Stock

Use Lease Stock to check out inventory to a customer on a temporary basis. The item stays in your system but is marked as held for that customer until returned.

When bulk lease mode is enabled, Lease Stock includes Lease and Review tabs. In single-line mode, the page submits one lease at a time without the review queue.

Lease Fields

Field	Notes
Filter	Narrow the item list
Item	Item to lease
Location	Where the item is stored
Units	Quantity to lease
Serial / Lot	Required for serialized or lot-tracked items
Customer	Filter field plus dropdown to select the customer
Return Date	Defaults to today
Notes	Optional transaction notes

Under More Options:

Field	Notes
Alt Serial	Alternate serial number
RFID	RFID tag for the item
Reference	External reference number

Button	Action
Cancel	Clear the current item entry
Scan	Scan a barcode to fill in Item or Serial
Lease	Submit the transaction

Bulk lease mode

When bulk lease mode is enabled, Lease Stock adds these actions:

Button	Action
Queue	Add this item to the batch without submitting
Lease	Submit all queued lines

The Review tab shows queued lease lines and includes Remove Selected and Remove All.

To lease stock

Open Lease Stock from the mobile menu.
Select the Customer.
Set the Return Date if needed.
Enter or scan the Item.
Select the Location and enter the Units.
Enter the Serial / Lot for serialized items.
If bulk lease mode is enabled, tap Queue, repeat as needed, review the queue, and then tap Lease.
If bulk lease mode is not enabled, tap Lease to submit immediately.

Management

Management screens let mobile users add new records or browse existing ones without opening the desktop. The items listed depend on your system configuration. A typical setup includes:

Add Asset / View Asset List
Add Customer / View Customer List
Add Item / View Item List
Add Shipping Order / View Shipping Order List
Add Supplier / View Supplier List

Tap an Add option to open a blank entry form. Tap a View option to browse the list and tap a record to see its details.

Certify Item

The Certify Item page records a certification or inspection against a specific item. Access depends on your permissions and menu configuration.

Certify Fields

Field	Notes
Serial / Reference	Scan or type the item’s serial number or reference
Item	Item being certified
Type	Certification type (dropdown)
Status	Certification status (dropdown)
Date	Date of certification (defaults to today)
Notes	Optional notes
Optional	Numeric field for additional data

The toolbar has Cancel, Scan, and Certify. Tap Certify to save the record.

Boundaries

Menu group names and available management items can vary by tenant configuration.
Bulk lease mode changes whether Queue and Review are available.
Certify Item visibility depends on security and site configuration.

Leasing (Desktop) - full lease management, returns, and reporting
Certification & Inspections - Desktop certification workflows