Check Out

The Check Out screen allows you to checkout, or assign, inventory to customers or vendors for a specified length of time. Checking out inventory decreases the quantity of the item that you have on-hand, but does not remove the inventory from your database (since it is assumed the inventory will be checked back in). The check- out function is useful if you lease equipment to customers or have a need to temporarily loan-out inventory.

You can only check-out inventory that has been added. This means that when you create an item, you must add the quantity of inventory to be checked out to a customer or vendor. You can add inventory in Add Inventory or Receive Inventory screen.

Checking Out Inventory:

1. Select Transactions > Check Out.
   
   

2. The Check Out screen will appear.
   
   

Note: Several fields in this section can be "locked". When a field is locked, it will retain the information you entered through subsequent transactions. This is useful if you are adding multiple assets to a location or checking out multiple assets to a single customer. To lock an individual field, click on the lock icon. You can select the Lock All button to quickly lock all fields that have the icon. Select Unlock All to unlock the fields, allowing you to add new information.

3. There are two ways to enter information on the Check Out page

• Scan Here: Click in the Scan Here field and then scan an item number, location and/or customer/Vendor. You can type in a full or partial Vendor/Customer number or an item number to perform a search. The Scan Here field works as a Quick Lookup.

• Manually Entering the Details: Enter all the details manually in all the fields.

Note: Please be aware that sometimes, when you enter details in all the fields, the Item will automatically move to the Check Out Queue at the bottom of the screen. To update any of the details, click on the line item in the Check Out Queue and the information will populate in the top section.

4. Item Number - Choose the item number from the drop-down options. You can either type full or partial information to choose the item number.
5. Description - The Description field will automatically populate if you have added description while adding the inventory.
6. Location - Choose the Location from the drop-down list.
7. Quantity - Enter the quantityof Item that you want to Check Out. The total checked out units will appear next to the Quantity field.

• Tracking details button will appear if the selected item is enabled with Serial #, Date code or Lot. Refer Tracking Details.

In the Check Out To section:

Note: You can also use the Scan Here field to search for a Customer or Vendor

• Assign To - You can assign the item to a Customer or Vendor using the drop-down menu.
• Customer Number / Vendor Number - Enter the Customer / Vendor Number. Refer Warning in the Check Out screen, when you select the Vendor number during Re - Checkout.
• Enter details in the Details section (optional).

In the Due Dates section, select the Due Date prior to scanning the item.

• Default - Default option indicates that the due date is based on the checkout length set for the selected item. You can select this option If you are checking out multiple items to a customer with different checkout length and due date.
• None - There will be no due date for any item included in this transaction.
• Due On - Select a custom due date using the calendar and time icons.
  
  

8. If you want to add notes to this transaction, click More Options. The notes field will appear to add required notes.
9. hen you have finished entering information, click on the Add to Queue button.
10. The item will be added to the Check Out Queue at the bottom of the page. Keep in mind that these items are not yet checked out.

• To update any of the details in the Check Out Queue section, click on the line item to be updated. The selected item will appear in Blue color and the details related to the item will populate in the top section of the screen. You can update the required details and click on the Update button.

11. You can continue adding items to the queue as needed.
12. When you have finished adding items, make sure all items that you want to check out are "checked" in the Check Out Queue. Important: You must select the items you want to check out in the Check Out Queue. Items in the Queue are selected by default.
13. Select Print Receipt if you want to print out a receipt of this transaction. Note: In case the pop-ups are blocked and you are unable to view the print receipt, Refer Popups and Redirects to allow pop-ups and to view the print receipt.
14. Select Check Out when you are ready to complete the transaction.

Warning in the Check Out Screen

The Checkout screen will give you a warning indicating the Vendor's Prep-time set for an Item in the New Inventory -> Vendor screen, if you are trying to Re-Checkout an Item within the lead-time. Example - If you have created an Item 13sz344 in the New Inventory screen with Quantity set as 22, Vendor set as 12 and Lead Time set as 1 day. Suppose you have checked - out 22 items to a Vendor 12 and  then immediately checked - In 22 Items to a Vendor 12. In the second attempt, when you try to checkout 22 items to a Vendor 12 again, you will get a warning indicating that Item Prep Time is 1 Day as shown below: