Inventory: Transfer / Loan Inventory

You can transfer or loan inventory items from your Charms account to other Charms users in your district. 

TO TRANSFER

1. On the Main Sections menu, click Inventory, and then click Transfer To or Loan To   
2. Select Transfer To                                                     
3. Select the location you wish to transfer the items to                 

   1. NOTE: Only active schools with Charms accounts in your district will appear in this list.   

      

4.  Select the category(s) containing the items you want to transfer. This expands the category to show all the items. (Select the category again to collapse the list.)     

   1. NOTE:  You may see a list of inventory categories that exist in your location but DO NOT EXIST in the target location.  When you transfer items, these categories will be created in the target location   

      

                                                                                    

5. Select each item(s) you want to transfer.
   1. NOTE:  Items marked with a RED A are assigned and cannot be transferred.  You will need to check these items in before transferring them
   2. NOTE:  Items Marked with a RED R are marked as out for repair and cannot be transferred.  

6. Select  "Transfer Inventory"

   

TO LOAN

1. On the Main Sections menu, click Inventory, and then click Transfer To or Loan To   

2. Select Loan To                                                     

   

3. Select the location you wish to transfer the loan to                 

   1. NOTE: Only active schools with Charms accounts in your district will appear in this list.   

      

4.  Select the category(s) containing the items you want to loan to. This expands the category to show all the items. (Select the category again to collapse the list.)     

   1. NOTE:  You may see a list of inventory categories that exist in your location but DO NOT EXIST in the target location.  When you loan items, these categories will be created in the target location                                                                                  

      

5. Select each item you want to loan.
   1. NOTE:  Items marked with a RED A are assigned and cannot be loaned.  You will need to check these items in before loaning them
   2. NOTE:  Items Marked with a RED R are marked as out for repair and cannot be loaned.  

6. Select  

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