How incidents and deliveries work
Why problems and movements are tracked separately from checks.
Checks are planned. Incidents and deliveries record things that happen in between.
Incidents
An incident is a problem or accident that needs action. Its status (for example open, in progress, resolved) shows where it is up to, so nothing gets forgotten.
Why statuses matter
Updating the status keeps everyone informed and creates a timeline you can show if asked how a problem was handled.
Deliveries
Deliveries track assets moving to customers or between your own sites. Internal deliveries are between your locations; customer deliveries go to someone in Customers.
Customers
Add a customer once and reuse them for deliveries and loans, so contact details stay consistent.