BookTrove user guide

What's new: field mode on phones

Release 37 brings BookTrove to the phone for stock takes and asset checks. It is in every plan; stock takes need the plan's Inventory and asset checks its Fixed assets.

What changedWhat it doesWhere
Field mode settings and phonesOn or off for the company; the location policy; any phone or approved phones only. Each phone is listed and can be approved or withdrawn.27.2, 27.9, 27.10
The field appSign in on a phone with your own login and authenticator code; a PIN encrypts what the phone keeps; it works without a signal and sends when back online.27.6–27.11, 27.14
Stock takesSet up for a warehouse; blind counts on phones with conditions, notes and photos; items found that are not on the list; recounts.27.3, 27.12–27.16
Count documentsThe review flags differences, items counted differently and stock that moved after counting. Counts become draft count documents; posting allows for what moved after each item was counted.27.24–27.29
Asset checksCheck assets against the register on phones: seen or not found, condition, tag, serial, location, custodian and photo; assets seen that are not on the list or not in the register.27.4, 27.18–27.22
The registerAsset tag and custodian; each asset's last physical check; the missing-asset review.27.31–27.35
For auditorsAuditTrove can read the fixed asset register at a date through its read-only token, for its own asset verification.Chapter 23

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