Sending something to a new joiner or existing employee is easy with allwhere! To send equipment, you will first need to make sure the employee(s) are added to your employee list.
Currently, there are two ways to send equipment:
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Via the “Send Equipment” flow which lets you procure new equipment to send by selecting items from your catalog
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Via the Asset Dashboard to send a specific serial number/device
How to Use the Send Equipment Flow
To send equipment, you will first need to make sure the employee(s) are added to your employee list.
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Navigate to the “Send Equipment” option on your left hand sidebar
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Select the employee(s) you want to send equipment to
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Please note any item(s) you send will go to all of the employees you currently have selected so it’s important to make sure they all needed the same kit/items.
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Select and configure the item(s) you would like to send and then click the cart icon to add it to your cart.
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Review your cart by navigating to the cart icon on the top right hand side of the screen
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Change shipping method, add order notes if needed, and then select “Submit Order” when you are ready to place the order.
How to Send Equipment via the Asset Dashboard
To send equipment, you will first need to make sure the employee(s) are added to your employee list.
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Navigate to the “Assets > Devices” dashboard on your left hand sidebar
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Filter by “Status > In Inventory” or by “Depot” > ”(Desired Depot location)” to pull up your list of items in the depot
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You can further refine your filters or search by serial
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Select the asset you want to deploy/allocate (you can currently only select one item at a time)
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Click "Assign Device” icon
from the top right hand options
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Select your assignee, insurance coverage, and shipping method
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Hit “assign” on the top right hand corner once you are ready to place the order
What happens after I’ve placed the order?
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The employee will receive an email asking them for their shipping address. If you selected a kit with choices, the employee will receive an email with a form collecting their address and choices.
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Both employee and the admin who placed the order will get order updates with tracking information
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The order will appear on your Orders Dash for you to see status and easily track the progress of your order
Notes about sending kits
Kits are a great way to minimize the amount of vendors and clicks it takes to offer employee choice and/or send multiple items to one person. When using kits and sending equipment we often get asked:
Q: Are kits from inventory or newly procured items?
A: By default, kits are procured items, but these can be designed to be from inventory or a mixture.
Q: What if I want to send a kit, but I want the laptop to be from inventory?
A: Please work with support (hello@allwhere.co) or your named Customer Success Manager (if applicable) to create a kit that clearly states this preference.
Q: Can I create a kit that is just accessories and deploy the laptop from the Asset Dashboard?
A: Yes! If you prefer, you can create an accessory only kit and place that order. Then, you can go to your Asset Dash and assign out the preferred laptop to your user. Please note they will receive two emails to get their address.
Need help? Reach out to hello@allwhere.co and our amazing support team will assist!