Overview

Allocating and Deallocating Consumables involve assigning and releasing resources such as printer ink, toner, cables, etc., within an organization. It's essential for managing inventory levels efficiently, ensuring that the right supplies are available when needed, minimizing waste, and controlling costs. 

Proper allocation ensures that resources are distributed to where they are needed most, while deallocation prevents resources from being tied up unnecessarily, allowing for better resource utilization and cost management.

Allocate Consumables

To allocate Consumables, perform the following steps:

1. Navigate to Asset Management > Consumables (CO) > Allocate & Deallocate - CO.
   The Allocate & Deallocate - CO List page is displayed. Click New to create a new configuration.
   Figure: Allocate & Deallocate - CO List page
   
   
2.  On the new Allocate configuration page, provide all the required details as shown below and click Save.
   See Field Description for more information on field values.
   Figure: Allocate Details page

Field Description

This table contains the list of fields and their descriptions that are available under the Allocate CO Details page:

Field	Description
General Details
Tenant *	Select the required Tenant from the list. This is a mandatory field.
Store *	Select the store from the list where the assets are added. This is a mandatory field. For more information on Asset Locations (Store and Floor), refer to AM Location Master - Overview.
Category *	Select the required Category from the list. This is a mandatory field. For more information on configuring various categories, refer to Asset Category.
Customer	Select the required Customer from the list.
Is Workflow required?	***need input- what and why***
End User Status	As this will be a new configuration, it will initially appear as 'Pending Acceptance' by default.
Check out the General Details configuration through the below gif:
Quantity Details
Total Quantity	Displays the overall quantity of accessories in the chosen Store, specific to the Tenant and Category.
Available Quantity	Displays the number of accessories ready or available to be allocated to an Asset or User.
Allocation Details
Allocate To *	Choose between Asset or User condition for allocating the Consumable based on the requirement. Figure: Allocate To option
Allocation Date *	Pick a date from the calendar for allocating the Consumable.
Allocation Quantity *	Specify the quantity of Consumables you wish to allocate.
Allocation Type	Choose whether the allocated Consumable should be Temporary or Permanent. Figure: Allocation Type option
Request ID	Mention the Request ID (if any).
Remarks	Feel free to enter any remarks if needed.
Allocation Types There are currently two types of allocation available, allocate to an Asset or User. Let's see both in action! 1. Allocate to Asset When Allocate To option is selected as Asset, a Fixed Asset field is displayed to select the Fixed Asset to which the accessory must be allocated. 2. Allocate to User When Allocate To option is selected as User, a Assigned User field is displayed to select the User to which the accessory must be allocated.

3. Once the configuration is saved, the Consumable can be viewed on the Allocate - Deallocate- CO List page under Allocate section. This will be sent to the Store Manager and Allocated User Manager for approval.
Figure: Workflow Timeline - Approval information for allocation

Figure: Store Manager Approver status pop-up

Figure: Allocated User Manager Approval status pop-up

4. After receiving approval from both the Store Manager and Allocated User Manager, the Accessory will be officially allocated and its status will be updated to Allocated. You can view this record on the Allocate - Deallocate - AC List page within the Allocated section.

Figure: Workflow Timeline - after approval

Deallocate Consumables 

To perform deallocation action on Accessories, perform the following steps: 

1. Navigate to Asset Management > Consumables (CO) > Allocate & Deallocate - CO.
   The Allocate & Deallocate - CO List page is displayed. Navigate to Allocated column to deallocate the allocated Consumables.
   Figure: Allocate & Deallocate - CO List page - Allocated column
   
   
2.  Click the required Transaction ID hyperlink to open the allocated Consumable Details page. Click the green Allocated option drop-down to select Deallocate option as shown below.
   Figure: Allocated Consumable Details page - Deallocate option
   
   
3.  Upon clicking the Deallocate option, the Deallocation Details segment is displayed at the end of the page.
   Select the Deallocation Date and provide the relevant Deallocation Remarks. Click Save to save the configuration and perform deallocation.
   Figure: Deallocate - CO Details page - Deallocation Details

Field Description

This table contains the list of fields and their descriptions that are available under the Deallocate CO Details page:

4. Once the deallocation configuration is saved, the Consumable can be viewed on the Allocate & Deallocate- CO List page under Deallocate section. This will be sent to the Reporting Manager and IT Team for approval.
Figure: Workflow Timeline - Approval information for deallocation

Figure: Reporting Manager Approver status pop-up

Figure: IT Team Approval status pop-up

4. After receiving approval from both the Reporting Manager and IT Team, the Consumable will be officially deallocated and its status will be updated to Deallocated. You can view this record on the Allocate & Deallocate - CO List page within the Deallocated section.
Figure: Workflow Timeline - after approval