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Organizer Deluxe & Organizer Pro Help Center

   Library Software FAQ >Loans, Returns > Checking In a Library Item

Question/Topic: How to check in a library item (manage return transactions)?

You can process loan (check out) transaction in the following ways:

You can process loan (check-out) transactions in the following ways:

  • Manually by selecting the item title and the borrower name from the list boxes
  • Manually by typing in the first letter of the item title and the borrower name (library system will try to select correct items based on your entry)
  • Manually by typing in the barcode of the item and the borrower (you can type in barcode numbers and the library system selects the item and the borrower based on your entry)
  • Automatically using barcode scanner and barcode labels.

You can process returns (check-in) transactions if the Library(Items) database is loaded or using Check In/Out module (stand-alone application).



1. Using barcode scanner/reader.

  • On the File menu, click Load Database. Select and load Library database.
  • On the Search menu, click Process Returns. You can also click with the right mouse button on the Loan field and select Process Returns from the pop-up menu.
  • The Process Loans/Returns window is opened and the Item Bar Code box is ready to accept the value from the bar code reader. Scan the item bar code. The numerical value is displayed in the Item Bar Code box.
  • After a very short delay the application finds the item in the database and displays the item name in the Loaned Item box. The name of the borrower is displayed in the Loaned To box. Item is also displayed in the Items Loaned By This Borrower table. The item has a check mark in the front. To finalize the return transaction click:
    1. Return & Close to process the return and close the window.
    2. Return & Next Item to process the return and start a new return from a new item. Item Bar Code field is active and ready to accept a new entry.
    3. Return & Next Borrower to process the return and start a new return from a new borrower. Borrower ID - Bar Code box is active and ready to accept a new entry.

Note: the active box accepts the entry from the bar code reader. If the bar code box is not active click on it. Note: There is a status/action bar at the top of the window. It displays useful messages about return process.



2. Without bar code scanner/reader (3 easy ways to return a book).

  • You can use bar code functionality even though you do not have bar code reader. In this case enter item bar code manually. You have to enter the code quickly so the automatic search (selection) will not start in the middle of the entry. This process takes less time than the next two procedures especially if you have a lot of books and patrons in your library.
  • You can also select the item name in Loaned Item box. All items are listed in alphabetical order. To finalize the return transaction click: 1. Return & Close to process the return and close the window. 2. Return & Next Item to process the return and start a new return from a new item. Item Bar Code field is active and ready to accept a new entry. 3. Return & Next Borrower to process the return and start a new return from a new borrower. Borrower ID - Bar Code box is active and ready to accept a new entry.
  • You can also search Library database for the item. When the item is found click on the Loan tab. Click with the right mouse button on the Loan field, click Return This Item. The Process Returns window is opened with the item and borrower already selected. To finalize the loan transaction click one of the "Return &..." buttons.


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