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Creating a Retrieval Kit Order from a Company Asset

Updated

When managing devices through Company Assets, you can initiate a Retrieval Kit™ order directly from an asset if it's eligible.

📋 Step 1: Navigate to the Asset

  • Go to Company Assets.

  • Find the device you wish to retrieve.

  • The asset must be assigned to a Team Member or Office Branch.

    • It does not matter if the team member is Active or Terminated.

  • If the asset is eligible (Laptop, Tablet, Cellphone, or Monitor) and no active Retrieval Kit™ order exists, the Retrieve Asset button will be available.

🚚 Step 2: Click Retrieve Asset

Click the Retrieve Asset button to start the retrieval process:

  • If the asset is not eligible (wrong device type) or already has an active retrieval, the Retrieve Asset button will not be shown.

🧩 Step 3: Retrieval Kit™ Order Details

The platform will automatically:

  • Use the Assigned Team Member or Office Branch information for "Retrieving From" details.

  • Attach the asset to the Retrieval Kit™ order.

  • Allow you to choose:

    • Shipping speed

    • Optional insurance

    • Whether it should return to your own return address or Device Rescue IT Closet (if subscribed).

    • Optional note for the employee (included in the Retrieval Kit instructions).

🔄 Step 4: Asset Status Changes

  • Once the Retrieval Kit™ is ordered:

    • The asset status is updated to Retrieving or Retrieving to Warehouse, depending on the return destination selected.

  • The asset remains tied to the retrieval order for tracking.

📦 Step 5: Completing the Retrieval

  • When the device is received:

    • If shipped back to you, you can Mark the asset as Returned and set the return date.

      • The asset will become Unassigned and available to reassign.

    • If shipped to Device Rescue, our team will automatically update the asset to In Warehouse status after inspection and condition reporting.

⚡ Quick Notes:

  • Assets that are already retrieving are locked until the retrieval is completed.

  • Only device types (Laptop, Tablet, Cellphone, Monitor) are eligible for Retrieval Kit™ orders.

  • Once returned and processed, assets can be reassigned or shipped to a new user or office branch.

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