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You can process Check-Out (loan) transactions only if the Items database is loaded.
1. Using barcode scanner/reader.
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On the File menu, click Load Database. Select and load Items database.
- On the Search menu, click Process Loans. You can also click with the right mouse button on the Loan field and select Process Loans from the pop-up menu.
- The Process Loans/Returns window is opened and the Borrower ID - Bar Code box is ready to accept the value from the bar code reader. Scan the borrower bar code (or enter manually). The numerical value is displayed in the Borrower ID - Bar Code box.
- After a very short delay the application finds the borrower in the database and displays his or her name in the Loaned To box. Now the Item Bar Code box is ready to accept the value from the bar code reader. Scan the item bar code (or enter manually). The numerical value is displayed in the Item Bar Code box. Immediately the application find the item in the database and displays the item name in the Loaned Item box. To finalize the loan transaction click:
1. Loan & Close to process the check-out (loan) and close the window.
2. Loan & Next Item to process the check-out (loan) and start a new transaction for the already selected borrower. Item Bar Code field is active and ready to accept new entry from the bar code reader.
3. Loan & Next Borrower to process the check-out (loan) and start a new transaction for a new borrower. Borrower ID - Bar Code box is active and ready to accept new entry from the bar code reader.
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 check-out (loan) transaction.
2. Without bar code scanner/reader (3 easy ways to process check-out transaction).
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You can use bar code functionality even though you do not have bar code reader. In this case enter borrower or item bar codes 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 items and borrowers in your facility.
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You can also select the item name in Loaned Item box and the borrower name in the Loaned To box. All items/borrowers are listed in alphabetical order. To finalize the check-out (loan) transaction click:
1. Loan & Close to process the check-out (loan) and close the window.
2. Loan & Next Item to process the check-out (loan) and start a new transaction for the already selected borrower. Item Bar Code field is active and ready to accept new entry from the bar code reader.
3. Loan & Next Borrower to process the check-out (loan) and start a new transaction for a new borrower. Borrower ID - Bar Code box is active and ready to accept new entry from the bar code reader.
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You can also search Items 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 Loan This Item. The Process Loans window is opened with the item already selected. Now select the borrower in the Loaned To box. To finalize the check-out (loan) transaction click one of the "Loan &..." buttons.
How to build customized check in-out inventory tracking software system?
How to define bar coding and fine processing functionality?
How to process check-in (returns transactions)?
How to create bar code entries for existing records?
How to print bar code labels (item labels, borrower id cards)?
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