SELF HELP LOAN 

Only items with QTY OH in a type location of ‘L’ can be loaned or returned from this screen.  To issue out a Loan item, make sure the LOAN/RETURN toggle is set at LOAN and proceed with the Loan Issue.  The left drill down next to the Customer # will display a list of Customer Names by Social Security #.  The right drill down next to the Customer # will display a list of Customer Names by LAST NAME. Verify the RETURN DATE at the bottom of the form is valid.  The system will default 5 days from the current system date.  Click on the save or exit button to commit the document to the database.  Self Help Loan items can be tracked by Serial Numbers if desire. 
 

To add Serial Numbers for Loan Items, click on the ADD Serial button on the Self Help Loan screen and the SERIAL NUMBER screen will pop-up.  Then add Serial Numbers for the item.  Once serial numbers are added, the item can not be loaned without the serial number being identified in the loan.
 

A Self Help LOAN or RETURN slip can be printed for each Customer.

To order this module and schedule deployment, email support@logdata.com or call 804-778-4800.
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