Loans

Step 1 - Select 'Assets'

Step 2 - Select an Asset to add loan information to

Step 3 - Select 'Add Loan'

Step 4 - Enter Loan information

  • On Loan: Select Yes if the item is on loan, or No if the item is not currently on loan.
  • Client: The name of the client who is loaning out the item. Simply start to type the clients name and a list will appear with all the predicted names.
  • Date Out: The date that the item was loaned out. This field may be left blank.
  • Date Returned: The date the item was returned. This field may be left blank.
  • Date Due: The date the item is expected to be returned. This field may be left blank.
  • Loan Notes: Optional notes on the loan.

Step 5 - Click 'Save'

Step 6 - To edit a loan, change the details, then select 'Update'

 

James Hogan -

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