Table of Contents

Bulk Reconciling Transactions

Jennifer Sneider Updated by Jennifer Sneider

All users can access this feature.

Bulk Reconciling Transactions To Existing Assets

Note: This links multiple Transactions to existing Assets. All selected Transactions will be linked to all selected Assets.
  1. Click Transactions in the left navigation bar.
  2. Select your Transactions using the checkboxes on the right.
  3. Click Bulk Options > Bulk Reconcile > Match - Existing Asset(s). This allows you to match the selected Transactions to existing Assets.
Note: Click Match - SOS Inventory to match your Transactions to SyncOnSet Crew Tools Inventory.
  1. On the next page, use the filter options to find the existing Asset(s) to match to your Transactions.
  2. When you find the Asset(s), select them using the checkboxes on the right.
  3. Hold down Shift on your keyboard and click the cost field for the specific Asset. This allows you to update the cost displayed to reflect the total cost of the Transaction.
Note: The difference in cost between the Asset and Transaction will be listed at the top of the page.
  1. When you are satisfied with the match, click Match.
  2. A notification will appear at the bottom of the screen to confirm that the Transactions have been successfully matched to the selected Assets.

Bulk Reconciling Transactions To A New Asset 

Note: This creates a single brand-new Asset from multiple Transactions.
  1. Click Transactions in the left navigation bar.
  2. Select your Transactions using the checkboxes on the right.
  3. Click Bulk Options > Bulk Reconcile > Create Asset. This allows you to create a new Asset with the selected Transactions.
  4. In the pop-up window, include information about your Asset and click Create Asset. Disposition is a required field and marked with an asterisk (*).
  5. A notification will appear at the bottom of the screen to confirm that the Asset has been successfully created.
  6. Now that your Asset has been created, click Assets in the left navigation bar. Find your Asset and update the cost to reflect the total cost of the Transaction(s).

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Handling Returns

Bulk Updating

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