Track items that are temporarily checked out to constituents or staff.
Accessing Inventory Lending
Navigate to: Operations > Products & Inventory > Lend Out Inventory
Lending an Item
- Click Add New
- Select the product being lent
- Select the borrower (constituent)
- Enter:
- Quantity being lent
- Checkout date
- Expected return date
- Notes about the loan
- Save
Recording Returns
- Find the lending record
- Mark as returned
- Enter the actual return date
- Note condition of returned item
Tracking Outstanding Loans
The lending list shows all items currently on loan. Filter to see:
- Overdue items
- Items due soon
- All items lent to a specific person
Inventory Impact
Lent items are tracked separately so you know what is available versus what is out on loan.