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   Organizer Pro Solutions, how to start: > Tool/Equipment Tracker:

Question/Topic: How to start using Tool/Equipment Tracker Pro?

How to start using Took/Equipment Tracker Pro for Windows?

Step 1:
Enter tools and equipment items and quantities into Tool/Equipment database.

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

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:

tool equipment tracking database, enter item data

Enter tool/equipment initial quantity

tool equipment tracker, enter quantity

Enter the initial number of items

tool equipment tracking software, enter initial quantity



Step 2:
Enter employees(job sites, customers, or other borrowers) data into Employees 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 employees, job sites, customers:

equipment tracking database, employees

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






Step 4:
Your tool/equipment management inventory 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):

tool tracking manual check in out

  • 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):

tool tracking barcode check in out

You can process tool/equipment check-out and check-in transactions if the Equipment/Tool database is loaded or using Check In/Out module (stand-alone application).



Three easy ways to access circulation features:

check in, check out transaction access

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

check in, check out module

Related Topics ...






Related software (Read/Download) :
Equipment Tracking Database, by quantities
Equipment/Tools Inventory Dabase (Renting)





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