Performing a check out transaction, The check out process, Preparing for the check out process – IntelliTrack Check In/Out User Manual

Page 216

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User Manual

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Performing a Check Out Transaction

Use the Check Out form to manage your check out transactions for check
out items and consumable items:

Check out items based on the unique item ID to an employee or cus-
tomer.

Check out kits based on the unique kit item ID to an employee or cus-
tomer. When you check out a kit item ID, all items in the kit will also
become checked out.

Issue consumable items to an employee or customer.

Process checked out and consumable item issues on the same order,
with a single form.

Automatically update currently available stock and history data.

The Check
Out Process

Check outs are performed at the Check Out form. You are able to check out
the following types of items:

An individual item ID

A kit item ID (when you check out a kit item ID, it includes the kit item
ID and all item IDs contained in the kit)

A consumable item (when you check out a consumable item, it is con-
sidered a stock issue)

Preparing for the Check Out Process

To check out items from the Check Out form, first open the Check Out
form.

1.

To reach the Check Out form, select Manage > Check In > Check Out
from the ribbon.

2.

The Check Out form appears:

2283.book Page 186 Thursday, July 7, 2011 2:29 PM

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