Handy Library Manager, check kit out, check kit in.

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Handy Library Manager
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Help, how to topics > Library Basket, Kit Building > How to process kit loan, return transactions

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Kits, Baskets
-  use kits, on/off
-  kit inventory
-  create new kit
-  add items to a kit
>  check kit out, in
-  create new kit

< kit, add items to a kit

create new kit >

How to process kit loan, return transactions.

To process check-in or check-out transactions, you must use kit barcode numbers. If a barcode scanner is not available, you can manually enter the numbers.
To begin the check-out process, open the Check Out window. Then, scan or manually enter the kit barcode number into the Barcode box.

The kit is selected automatically or by pressing the Enter key on the keyboard.

In the "Loan Kit (1)" window, you can review the kit's status, its contents, and the status of individual items. A plus sign before an item indicates that it is included in the kit (and was not loaned out separately), while a minus sign means that the item was checked out individually. You are permitted to loan or return incomplete kits.

If you upload pictures for your inventory items, they will be displayed in the "Loan Kit" window, which can help speed up the kit verification process.

Click "Yes" to continue.

When the kit is selected, its details will appear in the Item section (1).

To check out, scan or enter the borrower's barcode number in the "Enter, scan barcode" (2) box.

The borrower will be selected automatically, or you can press the Enter key (3) to confirm.

Finally, click on "Check Out" (4) to complete the loan transaction.

All items in the kit are added to the Active Loans (1) table. The Kit Status changes to Checked Out (2). The borrower's number of Loans (3) increases by the number of items in the kit.

Process for Kit Return Transaction:

Scan or enter the kit's barcode number into the "Enter, scan barcode" box. The kit will be selected automatically, or you can press the Enter key to confirm.

In the "Return Kit" window, review the contents and status of the items. Click "Yes" to proceed with the return.

Click "Check In" to finalize the return transaction.

After the kit is checked in, the following changes will occur:
- The status of the kit will change to "Checked In."
- The number of tools available will increase by 1.
- The return date will be displayed.
- All returned items from the kit will be removed from "Active Loans."
- The borrower's loan count will decrease by the number of items returned from the kit.

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