Hera allows inventory items to be assigned to Associates or Vehicles from several places in the Inventory section. This helps your team track who or what currently has a specific item, such as uniforms, equipment, or vehicle-related inventory.
Before assigning an item, make sure the Item Type is marked as assignable to Associates or Vehicles.
Before You Assign an Item
An item can only be assigned if the Item Type allows assignments.
To check or update this setting:
Open the Item Type
Go to the Item Assignments card
Click the pencil icon in the top-right corner
Update the setting for Items can be assigned to
Choose Associates or Vehicles, depending on how the item should be assigned
If the Item Type is not marked as assignable, the items under that type cannot be assigned.
Assign Items from the Inventory List Grouped View
Assigning One Item at a Time
Use this option when you are viewing inventory items grouped by Item Type.
Go to the Inventory List
Make sure the list is in Grouped view
Find the Item Type you want to assign
Click the arrow on the left to expand the Item Type
If sizes are available, click the arrow on the left to expand the size
Find the specific item you want to assign
Click the item’s action menu
Select Assign Item
When the drawer opens, select the Associate you want to assign this item to. After selecting an Associate, you can assign additional items to that Associate by filling in the fields that appear. If you only want to assign the named item, leave the fields blank and click the Assign button.
Assign Multiple Items Simultaneously
From the Inventory List:
Find the Item Type you want to assign
Click the arrow on the left to expand the Item Type
If sizes are available, click the arrow on the left to expand the size
There will be checkboxes next to the Items. Select the items you want to assign
A small pop-up will appear at the bottom of the page
Click the button to assign the items to an Associate/Vehicle
This is helpful when assigning different Item Types to the same Associate/Vehicle. For example, if you need to assign shirts, shorts, and a vest simultaneously. Select them with the checkboxes and assign them when ready.
Assign an Item from the Item Type Details Page
You can also assign items directly from the Item Type Details page.
From the Inventory List grouped view, open the Item Type action menu
Select View/Edit Item Details
Scroll down to the item list
Expand the Item Type using the arrow on the left
If sizes are available, expand the size using the arrow on the left
Find the specific item you want to assign
Open the item’s action menu
Select Assign Item
This option is helpful when you are already reviewing or editing the Item Type and need to assign one of its items.
Assign an Item from the Inventory List Ungrouped View
Use this option when you want to assign an item directly from the full item list.
Go to the Inventory List.
Switch to Ungrouped view.
Find the specific item you want to assign.
Click the item’s action menu.
Select Assign Item.
This is the fastest option when you already know which item you need to assign.
Important Notes
Items can only be assigned if the Item Type is set to allow assignments to Associates or Vehicles.
If you do not see the option to assign an item, check the Item Type’s Item Assignments card and make sure the correct assignment option is enabled.