Checking out a Catalogue Item

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CHECKING OUT A CATALOGUE ITEM

Baslogue^® provides a number of options for checking out a catalogue item. Choose the option that is most appropriate to your needs. The first option is ideal if you are using barcodes with a barcode scanner. The other options are good for adhoc or low volume transactions.

OPTION 1 - USING BARCODES

This is the best option if you are using barcodes for catalogue items, and optionally for person cards. You do not have to use a barcode scanner to use this option - you can type in the Barcode IDs using your keyboard. But it will be a lot quicker if you have a barcode scanner available.

To learn about using this option, see the section on Checking Out Items Using a Scanner.

OPTION 2 - CHECKING OUT A SINGLE ITEM (no barcode required)

You can check out a single item directly from the item dialog box.

First Search for the Catalogue Item.
Once you have found it, double-click the item or click on the Edit Item button to open up Catalogue Item Dialog.
Once inside the item dialog box,

set the status to "Currently on Loan",
set the desired Due Date, and
choose the Person who is borrowing the item,

then click OK to close the dialog.

OPTION 3 - CHECKING OUT MULTIPLE ITEMS (no barcodes required)

You can check out multiple items to the same person by using the Update Multiple Items dialog box.

First Search for the Catalogue Items. By applying grouping, sorting, filtering you can narrow down the list of items visible.
Once you have found all of the items that you want to checkout, select all of the items, then click the Update Multiple Items button (see the help for this button if you are not sure how to select more than one item at the same time).
Once inside the Update Multiple Items dialog,

set the Status to "Currently on Loan",
set the desired Due Date, and
set the Person loaning the items,
then click OK to close the dialog.

See the help on Updating Multiple Items for further details and examples.