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Help, how to topics > Circulations > Checking out, use lookup.



There are two lookup procedures:

1. Find and select the item and/or borrower using equipment title and borrower name drop-down boxes. Fast selection is executed by entering the borrower's or equipment's name first letters or using standard scrolling features of the drop-down list boxes.

2. Find and select the item and borrower using search feature. There are several data fields that you can search. The search finds the text within the selected data field. For example to find and select an item you can search the following data fields: ITEM_NAME, CATEGORY, TYPE, MANUFACTURER, MODEL, STORAGE, SUPPLIER, NOTES.



  1. Click the Lookup tab.
  2. Enter part of the name in the Text to Find box.
  3. Click Search.
  4. Double click on the borrower in the list, or select the borrower and click Select.
  5. The borrower is selected.


  1. Click the Lookup tab.
  2. Enter part of the title in the Text to Find box.
  3. Click Search.
  4. Double click on the item in the list, or select the item and click Select.
  5. The item is selected.
  6. Click Check Out to loan the item.

  1. The checked out item is added to the Active Loans table.
  2. Selected item changes the Status to Checked Out and decreases the Copies Available number by one.
  3. The borrower's Loans number increases by one.
  4. For the selected borrower you can repeat the check out transaction using the Lookup.
  5. You can click Print Receipt to print a receipt.

Handy Equipment Management with Check In/Out:

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