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[Video] How to Manage Logistics in Cheqroom

This walkthrough (~6 mins) guides you through managing your end-to-end shipping logistics using Cheqroom’s flexible work orders. You’ll see exactly how to track assets across multiple locations, customize shipping data fields, audit incoming shipments via spotchecks, and use built-in history logs to keep your team perfectly synchronized.

 

What to Expect:

  • Creating Logistics Work Orders: How to set up new logistics tickets to prepare and plan for upcoming shipments or events.

  • Custom Field Customization: A look at tracking critical shipping details like origin, destination, event dates, and transportation methods.

  • Bulk Asset Allocation: How to seamlessly add individual items or pre-configured kits to a work order and push them to checkout in bulk.

  • Overriding Conflicts: A quick look at how administrators can bypass internal asset "buffer times" to handle urgent equipment requests.

  • Verifying Shipments with Spotchecks: How to use field scanning tools to run an audit on arrival and ensure all shipped equipment is accounted for.

  • Geolocating Items & Updating Statuses: Tracking equipment on a live map via geo-position updates and changing their storage location upon return.

  • Audit Logs & History Tracking: How to view the complete history of a work order, including user actions, timestamps, and automatic email notifications.

Supporting Resource: Example Logistics Set Up and Workflow