How to Use Batch Check Out
On the Inventory tab, select Checkout Plans from the dropdown options. (Select Search to see if the plan you need already has been created.)
You can either add a new plan or select an existing plan. If you select an existing plan, highlight the plan then use the Manage Checkout Plan button at the bottom of the screen.
After you've created a name for you checkout plan, you will 1) select the Personnel that will be on the Checkout Plan, then 2) select the Equipment that you will check out to each person.
In the Select Personnel area, the Department will default to the Department you selected for this plan, but you can change it to select people from any Department.
Select the Roles of the Personnel you want to check equipment out to. In this example, we will select Athlete as our Role.
Select All or individuals. (The example shows us selecting one athlete, but you can select many or all.)
Click the Add button to add selected individuals to the plan.
Save your plan using the button at bottom of screen. This is not mandatory, but it is a good practice.
Proceed to Select Equipment area to identify the items that will be checked out.
You can either a) scan the UPC for the equipment you are wanting to check out or b) select the Equipment Type then select the Model of the item you want to check out (usually by Style number).
By default, the quantity to be checked out to each person is one, but you can change that number. Then, press the Add button. The system will look up each person's size for the item and add the quantity and size required to the grid below. You can repeat this process to check out more than one item to each person.
Once you've added your items to the grid, the system will show you if there are any issues with this checkout plan. Here are a couple of things that may cause a warning at the bottom of the grid.
a) A size is not loaded for person, so the system doesn't know what size to check out to that person.
b) You don't have enough of a specific size in your current inventory to check the item out to each person.
You can Save the plan even if there are warnings. Then, once you've resolved the issues, you can reopen the plan and see that there are no warnings. When all issues have been resolved, click Ready to Checkout.
When you are ready to actually check out the items to the individuals, select your plan and then Batch Checkout
Select all Personnel (you can check the box in the column heading next to 'Person' to select all of the people), then click the Checkout button. That will execute the plan.
Select OK.
Checkout Plan Status will now be set to Complete.
