Tracking Cylinder Movements
Learn how to track when cylinders move between locations, vehicles, and job sites in RefriTrak.
Moving a Cylinder
From the Cylinder Detail Page
- Click Cylinders in the sidebar
- Click on the cylinder you want to move
- Click Move Cylinder
- Select the destination
- Add notes (optional)
- Click Record Movement
Movement Types
Location to Location:
- Shop to customer site
- Customer site to another customer site
- Warehouse to shop
Location to Vehicle:
- Loading cylinders onto a technician's truck
- Preparing for mobile service
Vehicle to Location:
- Delivering cylinders to job site
- Returning cylinders to shop
- Dropping off at customer location
Vehicle to Vehicle:
- Transferring between technicians
- Load balancing inventory
Understanding Movement Records
Each movement creates a record showing:
- From: Previous location or vehicle
- To: New location or vehicle
- Date: When the movement occurred
- Moved By: User who recorded the movement
- Notes: Any additional information
Viewing Movement History
For a Specific Cylinder
- Open the cylinder detail page
- Scroll to Movement History section
- View all movements in chronological order
For All Cylinders
View movements across your inventory:
- Filter by date range
- Filter by location
- Filter by user who moved them
Notes on Movements
Use the notes field to record:
- Why the cylinder was moved
- Job or project reference
- Special handling instructions
- Any issues encountered
Example Notes:
- "Delivering for Unit A/C repair"
- "Empty cylinder returning from job site"
- "Transfer to tech closer to emergency call"
Best Practices
Record Movements Promptly
Update cylinder locations as they happen:
- Before leaving the shop
- When arriving at job site
- When returning from service calls
Use Clear Notes
Add context that helps you later:
- Job reference
- Customer name
- Purpose of movement
- Any observations
Verify Location
Check current location before moving:
- Ensures accurate starting point
- Helps find misplaced cylinders
- Maintains clean records
Common Questions
Q: Do I need to record every movement?
A: Record movements when cylinders change locations or are assigned to vehicles. This keeps your inventory accurate.
Q: Can I move multiple cylinders at once?
A: Move cylinders individually. This ensures each has an accurate movement record.
Q: What if I forgot to record a movement?
A: Record the movement as soon as you remember. Add a note explaining when it actually occurred.
Q: How do I find cylinders on a specific vehicle?
A: Use the cylinder list filter to show only cylinders on that vehicle.
Q: Can I see where a cylinder has been over time?
A: Yes, view the movement history on the cylinder detail page to see all locations.
Next Steps
After tracking movements:
- Review Inventory: Check cylinder locations regularly
- Plan Deliveries: See which cylinders are available at each location
- Track Usage: Monitor which cylinders are used most frequently
Related Guides: