How to Use Batch Check Out
On the Inventory tab, select Checkout Plans from the dropdown options. (Select Search to populate existing plans.)
Select your Checkout Plan and then Manage Checkout Plan at the bottom of the screen.
First, you will select the Personnel that will be on the Checkout Plan; then you will select the Equipment that will be checked out to the Personnel.
In the Select Personnel area, the Department is selected by default (using the Department you selected for this plan when created).
Select the Roles of the Personnel you want to check equipment out to. (This can be a Group, if you have a Group setup.) You can Select All (meaning all Roles)or a specific Role, such as "Athlete" or "Coach". (In this example, we will select Athlete as our Role.)
Select All or individuals. (The example shows ONE Athlete.)
Click the Add button to add selected individuals to the plan.
Save your plan (button at bottom of screen). (Not mandatory, just recommended!)
Proceed to Select Equipment area to identify the items that will be checked out.
On Manage Checkout Plan screen, scan the UPC for the equipment you are wanting to check out. Scanning the UPC should bring up items received through the Receive General Equipment screen.
Other option: select equipment from Equipment Type dropdown. Then, select Equipment Model from dropdown.
Add Quantity (default is "1"). Added Successfully notification is received. Select OK and item will appear in grid below.
Item that is being checked out is listed.
Repeat to add additional items to be checked out.
To see details for an item, click on arrows by the listed Equipment Type
When all items are added, select Verify Equipment.
Warning issues:
Issue: Size not loaded for individual.
Resolution: Add sizes in individual Personnel Profile
Issue: Inventory not available.
Resolution: Select different item/size.
When issues have been resolved, click Ready to Checkout.
Select OK.
When ready to actually check items out to individuals, select your plan and then Batch Checkout
Click Verify to confirm that items are available.
After Verified Successfully confirmation, you are ready to complete the Batch Checkout. Select Personnel and click Checkout.
Select OK.
Checkout Plan Status should be Complete.
To confirm, check personnel's Manage Equipment screen:
If too many items are checked out to an individual, select the item you want to return to inventory and select Check-In Equipment.
