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Checkout

Written by Russ Mullender

Overview

The Checkout screen provides a streamlined interface for processing asset checkouts. Select assets, assign them to users or locations, set return dates, and complete the checkout process efficiently.

Getting here

Click Check In/Out then click Checkout from the sidebar navigation.

What you can do on this screen

  • Quick asset lookup by name, code, or barcode

  • Assign assets to users, departments, or locations

  • Set expected return dates

  • Record checkout condition notes

  • Batch checkout multiple assets

Find the asset

  1. Search for the asset by name, code, or scan its barcode.

Note: Only available assets (not currently checked out) will appear in the search results.

Select assignee

  1. Choose who the asset is being checked out to.

  2. Search by name, department, or location.

Set details and confirm

  1. Set the expected return date.

  2. Add any condition notes about the asset.

  3. Click Confirm to complete the checkout.

Note: The asset status is updated immediately after confirmation.

Pro tips

  • Use barcode scanning for faster processing when handling multiple checkouts.

  • Always note the condition of the asset at checkout for comparison when it returns.

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