Managing Trip Card Inventory

Instructions for ordering Trip Cards for inventory may be found here.

Found within this article: Instructions for Inventory Trip Card LOTs that may be assigned, un-assigned, moved, or split.

Assign Inventory Trip Cards to a Trip

When assigning inventory cards to a trip, the entire lot will be assigned. If you want to assign fewer cards to the trip, you will need to split the lot before assigning the cards.

1. Select Trip Card Orders from the left-hand menu > Select the Card Lot being assigned to the trip > Click ASSIGN

2. On the pop-up, use the drop-down list to select the trip to which the cards are being assigned > If you want the cards to be added to the trip as Spares, check the SPARE box > Click ASSIGN

3. You will now see the cards on the CARDS tab associated with the trip

Un-assign Inventory Trip Cards From a Trip

1. Select Trip Card Orders from the left-hand menu > Select the Card Lot being un-assigned from the trip > Click UN-ASSIGN

2. On the pop-up, select the Location where you would like them to be assigned > click UN-ASSIGN to confirm

3. The cards will no longer be on the CARDS tab associated with the trip and may be left in inventory, or may be assigned to a different trip

Move Inventory Trip Cards to Another Location

The Location is the physical address to which the cards were delivered. Directions for setting up Order Locations may be found here. The Location is also the physical address where the cards are being stored. If you have inventory cards that are being sent to another office to be held in inventory there, moving the Lot in the Partner UI will help you keep track of where the cards are being stored.

If you received the physical spare cards back after a trip, move them from their default setting to your inventory location. This ensures you always know which cards are physically on hand and makes them available to assign to future trips as needed.

1. Select Trip Card Orders from the left-hand menu > Select the Card Lot being moved from one Order Location to another from the trip > Click MOVE

2. On the pop-up, use the drop-down list to select the Location to which the cards are being moved > Click MOVE

3. The Card Lot will now show the new Location

Split Inventory Trip Card Lots

1. Select Trip Card Orders from the left-hand menu > Select the Card Lot being split > Click MANAGE LOT

2. On the pop-up, Open the Split you want to Manage by clicking the down caret ▽ > Select the card(s) you want to put in the new Split> Click MOVE CARDS

3. In the pop-up, create a new Split of card(s) by clicking on + ADD SPLIT

4. This creates a new sequential Split> Click MOVE

Where you are returned to the pop-up> Click CLOSE

5. On the Trip Card Orders Screen you may view all Splits available to be assigned to a trip, split into smaller lots, or left in inventory for future use.