Inventory: Loaning An Inventory Item
Loan Information: If you loan an Inventory item to another school or organization you can keep track of this here.
You should only mark an item as loaned if the item will only be out of your inventory for a short period of time; it is not being permanently moved to another location. Marking an item out for LOAN disables the ability to assign it to a new person in your organization. It DOES NOT transfer that item to the organization you are lending it to, so it will still appear in your organization inventory, not the organization you have loaned it to.
When an item is loaned, the organization the item is loaned to cannot assign it to a student in their organization or attach an inventory contract to that item. That is why loaning functionality should only be used for short term, specific situations..
If you need to move an item to another organization so that they can check that item out to students and assign an inventory contract, you should use the Transfer Inventory functionality.
To Loan an item, navigate to Inventory > View/Modify in the left hand navigation
Choose the Category and the item from the drop down menu
You can either scroll down the page or click the Loan Information link on the right hand side of the page
This will jump you to the section of the page that deals with Loans.
Mark the check box for “Loan this item”Enter the organization where the item has been loaned.
Enter the name of the contact person responsible where the item has been loaned.
Enter the Contact Person’s email address.
Enter the Contact Person's phone number
Then Click the Update Item
When an item has been loaned to another school, the system recognizes that the inventory is temporary not in your inventory and you will see a message that the item cannot be assigned to a student until it has had the Loan returned
To pull reporting for your Loaned items, Navigate to Inventory >Reports and select Loaned Inventory Report
This will allow you to keep track of where your loaned items are and the contact information.
When your loaned item is returned, simply return to the item, unselect the “Loan this Item?” box and click Update Item. This will clear the information on the Item detail page and update the report.