How to Move Assets Between Locations

How to move assets between locations

Moving an asset records where it now lives.

When to use this

Record a move when an asset's home changes — an office relocation, equipment moving to a different building, a machine going into storage.

Do not use this for a temporary loan. That is a check-out.

Requirements

• Available on: All plans
• Roles: Owner, Admin, Manager

Steps — one asset

1. Go to Dashboard → Assets (Individual) and open the asset.
2. In the assignment area, change the location.
3. Save.

Steps — several assets

For a larger move, export a filtered list, update the location column, and re-import. See Bulk update operations.

What happens next

• The asset's location is updated.
• An event is written to the asset timeline naming both the old and the new location, with who moved it and when.
• Location-based reports and filters reflect the change immediately.
• Nothing else changes — the assigned person, department, status, and any active checkout are untouched.

Each of the three assignment axes — person, location, department — is set independently.

Planning a bigger move

Before: export the current list for the affected location, so you have a record of what should be arriving.

During: update as things actually arrive, not from the plan. The plan and reality diverge.

After: filter the old location. Anything still listed either has not moved or was not recorded.

Common mistakes

Updating locations from the move plan rather than from what arrived. Then the record is a description of intent, not of fact.

Using location to record that something is being repaired. That is a status, or a work order.

Moving an asset instead of checking it out. If it is coming back, check it out.

Forgetting the department. Location and department are independent. A physical move does not change which budget owns it — but sometimes both should change.

Troubleshooting

I can't change the location. Changing assignment needs Manager or above.

The location isn't in the dropdown. It may be archived. Check at Dashboard → Locations.

The move isn't in the timeline. Reload. Every location change writes an event naming the old and new values.

Assets still appear in the old location's report. Reports are derived at read time, so reload. If they persist, those assets were not actually updated.

I moved the wrong asset. Move it back. Both moves stay on the timeline — history is never edited, only added to.

Related articles

• How to assign an asset to a location
• How to create and manage locations
• Bulk update operations
• Location-based asset audits
• Viewing asset history