Organizer Deluxe & Organizer Pro Help Center

Topic #:000-100-004
Related products: Equipment Inventory Database


    

Help / HowTo / FAQ



Simple Equipment/Tools Inventory solution, how to start?



Step 1:
Enter your equipment items into EquipmentTools database.

  • Enter equipment and tools data by typing.
  • Enter data from text, excel, marc files. (Import,

Requirements:

  • You have to enter only the ITEM_NAME value to operate your equipment/tool circulations (check in and check out transactions).
  • The ITEM_NAME field has to contain the unique value.

We know that many tool cribs do not use barcode scanners and barcode labels when processing check in/out transactions. In order to support this feature our inventory system requires unique entry into ITEM_NAME field.
If you have 2 or more items with the same name, enter them in the following way:
"Makita 18V Compact Cordless Drill - 1"
"Makita 18V Compact Cordless Drill - 2"



Notes:

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


Enter your equipment and tools data

equipment tool inventory primer



Step 2:
Enter your employee and job data into Employees/Jobs database.

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

Requirements:

  • You have to enter only the NAME value to process your equipment/tool circulations (check in and check out transactions).
  • The NAME field has to contain the unique value.

We know that tool/equipment facilities do not use barcode scanners and barcode labels when processing check in/out transactions. In order to support this feature our inventory system requires unique entry into NAME field.
If you have 2 or more borrowers with the same names, enter them in the following way:
"John Green 1"
"John Green 2"



Enter your employees and jobs data

equipment tool inventory employee jobs data



Step 3:
Define due date, fine(optional) and barcode(optional), and other parameters that you would like to use when processing check in and check out transactions.






Step 4:
Your equipment/tool inventory system is ready to process check in and check out transactions.

  • Process check-out and check-in transactions manually (select, enter tool name and employee name.
  • Process loan and return transactions using barcode labels and barcode scanners (scan employee and tool barcode label).
  • You can process check-in and check-out transactions using the inventory system (when Equipment/Items database is loaded) or using Check In/Out module (stand-alone application).


Three easy ways to access Equipment/Tools circulation features (landing tools, checking in tools) (Start Equipment Organizer Pro solution and load Equipment/Tools database)

equipment tool check in, check out

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

equipment tools inventory, check in, check out modul
  

Related Topics ...
Equipment/Tool Inventory System, How to define Barcode and Fine functionality?
Simple Equipment/Tools Inventory solution, how to define due date?





Related products ...
Equipment Inventory Database








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