Renewing items as part of an investment

You can use the Investments module in Trail to plan the replacement of existing items.

This allows you to connect the old items to an investment, plan the purchase of their replacements, and remove the old items from active use when the new ones arrive.

Topics:

Adding an item to an investment plan

Note: If the investment has not yet been created, see Creating a new investment

First, select which existing items you want to renew.

You can search for them from the item list or from the page Reports - Investments

  1. Open the item card you want to renew
  2. Click Edit

  1. Find the Investment field
    1. Shown investments are based on the department of the item and the investment plan
  2. Select the investment in which the item will be renewed

  1. Click Save at the bottom of the form
  2. The item is now connected to the investment and is shown under Items to renew on the investment page.

  1. The item is shown in the investment plan under the Items to renew

Creating a purchase to the investment

Purchases define what will be purchased as part of the investment.

  1. Open the investment.
  2. Click Click here to add purchases.

  1. The New purchase form opens.
  2. Fill in the purchase details:
    • Investment: Select the investment whose budget will be used for the purchase. The currently open investment is selected by default.
    • User: Select the user responsible for the purchase.
    • Department: Select the department to which the new items will belong.
    • Subject: Enter a concise description of the purchase.
    • Amount: Enter the total cost of the purchase. This amount is deducted from the investment budget.
    • Description: Add any additional information about the purchase.

Adding items to the purchase

  1. Search for an existing model, or click Create new item to create a new one
  2. Enter the Count to be purchased
  3. Click Add Item

  1. Repeat to add more item models if needed
  2. Click Create when the purchase is ready
  3. Added items are shown under All items.

Activating new purchased items

After adding the items to be renewed, you can create a purchase for the replacement items. After purchase has been created, it is shown under Purhcases

  1. Open the purchase by clicking its' title
  2. Purchase view opens
  3. Accept the purchase
  4. Trail has created item cards for each possible item. By clicking the identifier (such as: I123456), you can open its' item card

  1. If item is purchased ->
  2. Activate the item card by clicking Set active or print a label if you have Trail printer

Deleting the old item

  1. Open the item card of the item you're replacing
    1. Find it via the item list search, or from the investment plan's Items to renew section.
  2. Click Delete
  3. You can add a reason, e.g. "Renewed
  4. Click the red Delete button

The item is removed from the active item list, but stays searchable later through the item list's advanced search.

Note! Delete permanently button deletes item completely. These cannot be reviewed or undeleted, so Trail suggests using Delete -button.