Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Click Add an Inventory Item Loaner. 

     
  2. Fill out the 3 required fields (red asterisk):
    1. Select the contact who is borrowing the item from the drop-down list of your contacts, or click the green Add icon to add the contact.
    2. Select the item from the drop-down list of your inventory.
    3. Select the loan date, either by clicking the calendar page to select today's date, or using the calendar icon to page through the calendar to the date.
  3. The other fields are optional:
    1. The Loan Condition field allows you to make note of the condition of the loaner, such as in the example above, the carrier is in "fair" condition when loaned out.
    2. The Due Date is the date on which the equipment should be returned. 

      Info
      titleNOTE:

      You can create an online form contract to use when you loan equipment. 

    3. The Return Date is the actual date the equipment was returned.

    4. And, of course, the Return Condition is a note of the condition of the item on return.
    5. The Notes section is for anything else you want to say about this loan, for instance, in the case of a community member, the situation for which they need the equipment.
  4. Click Save to save this form, or Add Another to save and add another form. 

You can now see the item on loan and when it is due in the inventory loaners data table.
Image Modified

Understanding the inventory data table

The main Inventory data table shows all of your Inventory and the State.  The state is automatically added, and there are only two: Storage and Borrowed.  When you first enter an inventory item into the database, its state will be "Storage."   When you edit the item to add a borrower, the state is automatically adjusted to "Borrowed."

Image Added

 Because the Pet Carrier below is borrowed, the state is listed as borrowed as opposed to storage and the current location is the contact who borrowed the item. 

Image Modified

Returning Inventory Loaners

...

Now you can see on the Inventory Loaners page that the Return Date of the raccoon enclosure has been recorded.Image Removed

Image Added

You can also see on the main Inventory page that the State of the item pet carrier mentioned above is in Storage and the Current Location is the default storage location you entered for the inventory item when you first added it to your inventory.

Image Modified