Versions Compared
Key
- This line was added.
- This line was removed.
- Formatting was changed.
After a successful Check-in or Check-out, that is, completing a Transaction workflow, you arrive at the Transaction Summary page.
Transaction workflows vary by item categories, and you have several options on the Transaction Summary page:
- Add items to the Cart: return to the item detection page to select another item with the New Item option, or add more of the listed items with the Add more option.
- Remove items from the Cart: delete individual items or delete the complete content of the cart with the Clear Cart option.
- Continue browsing option (or by using the X in the upper right corner of the Check-out window): leave the Check-out and continue working within Inventory without losing the content of your cart.
You can return the transaction later. - Finish Transaction: finalize your Cart and complete the Check-out process.
Table of Contents
Add more items to Cart
On this page, you can add items to your cart with the Add more or the New Item options.
Image Modified
Image Modified
Delete items from Cart
Selected items can be deleted or the cart can be emptied with the Clear cart option.
Image Modified
Batch Print the QR-codes of multiple items in one go with the Print option, while you are carrying out a transaction:
Image Modified
Warning |
---|
When using the Continue browsing option, if leaving the Inventory module, the contents of the Cart will be lost. |
Image RemovedImage Added
Finish Transaction
To Finish Transaction, a Transaction Assignee needs to be selected from the 'Select a loanee' dropdown menu of the Transaction Summary page, otherwise, the finishing option will remain inactive.
Start typing the name of the Assignee and select the correct one from the dropdown menu.
Info |
---|
Users selecting themselves as Transaction Assignees will see their own names displayed in italic. |
Tip |
---|
For fast identification, simply scan the QR-code of the Transaction Assignee. The Inventory QR-code of a user can be created in the Edit User pop-up. |
Image Modified
Once the cart is complete and the Transaction Assignee is set, the Transaction can be finished.
Image Modified
Image RemovedImage Added
Transaction History
Any time you perform a regular Transaction within your cart or perform an instant ('easy') Transaction inside the Item List tab of an item, an entry is being created in the Transactions tab.
When double-clicking on a Transaction, further details like storage location, expiry date, the reason for reconciliation, or warrantyare displayed.
Image AddedImage Removed
Note |
---|
Reconciliations can only be performed by users with Administrator or Inventory Manager (full control) privileges. The Transaction Assigneeoption does not need to be enabled for these users. |
Info |
---|
See more details on the Transaction Historyunder Transactions. |
Info |
---|
Learn more about the Inventory Manager on our Inventory - How to pages, and watch the Inventory Manager Training Videos. |