Exchange Inventory

Use the exchange action to replace equipment on the customer's premises with a piece of equipment from the mobile worker’s inventory pool.

Here’s an example of an inventory exchange. Let’s say a DVR set top box is being upgraded to a new model. The mobile worker initiates an exchange action, which removes the equipment from the customer’s pool and installs the upgraded box from the mobile worker’s inventory pool.

1. Open an activity that is in Started status.
2. Open the Inventory tab and click Exchange.
3. On the Inventory exchange window, select another serialized inventory from the mobile worker’s inventory pool with which you want to exchange the customer's inventory.
4. Click OK.
   When you exchange inventory, the original equipment in the customer pool shows as Deinstalled and the newly swapped device shows as installed.