Step 1:
Enter tools and equipment items and quantities into Items database.

• Enter item names by typing.
• Enter data from text, excel files.

Requirements:

• You have to enter only the tool/equipment NAME and QUANTITY values to operate your tool/equipment tracking inventory system.
• The ITEMNAME field has to contain the unique value.

Notes:

• Names of all fields explain what type of information you can enter.
• You can rename data field names.

Enter tool/equipment data:

Enter tool/equipment initial quantity

Enter the initial number of items

Step 2:
Enter names data into Borrowers database.

• Enter data by typing.
• Enter data from text, excel, or other files. (Import)

Requirements:

• You have to enter only the NAME value to operate your database system.
• The NAME field has to contain the unique value.

We know that some small organizations do not use barcode scanners and barcode labels when processing check in/out transactions. In order to support this feature our tool/equipment tracking system requires unique entry into NAME field. Values of the NAME field have to be unique.
If you have 2 or more employees (job sites or borrowers) with the same names, enter them in the following way:
"John Green 1"
"John Green 2"

Enter names:

Step 3:
Define due date (default value is 10 days), fine(optional) and barcode(optional), and other loan parameters.

• Define Due Date Period: Define Due Date
• Define Barcode and Fine functionality (optional): Define Barcode, Fine

Step 4:
Your software system is ready to process check in (return) and check out (loan) transactions.

• Process loan and return transactions manually
  A. select borrower name
  B. select tool/equipment
  C. select quantity
  D. click action button to finalize rental transaction
  

Loan management window, select borrower(A), select item(B), enter quantity loaned(C), click action button to finalize loan/return transaction(D) (manual selection/entry mode):

• Process loan and return transactions using barcode labels and barcode scanners (scan tool/equipment and employee barcode label/card).
  A. scan employee barcode id card (employee is selected by the system)
  B. scan tool/equipment barcode label (tool/equipment is selected by the system)
  C. modify quantity (or scan the same item to increase the check out/in quantity by 1)
  D. click action button to finalize rental transaction
  

Loan management window, scan borrower id barcode number (A)(or enter id manually), scan item barcode number (B) (or enter manually), enter quantity loaned (C), click action button(D) (barcode entry mode):

Three easy ways to access circulation features:

Check In/Out Transaction module allows to process loan / return transactions without launching database management software. Your databases are protected from unwanted modifications and users.

Read more:

Related Topics ...

Related products ...
Check In/Out Organizer Pro (by quantity)
Equipment Tracking Database, by quantities