Asset Checkout
Check a piece of equipment out to a person directly from the unit, track who has it and when it's due, and check it back in.
For quick, one-off handouts of reusable equipment, you can check a unit out directly from the unit page itself — no loan or rental agreement needed. For multi-unit, customer-facing handouts with request details and a return workflow, use an equipment loan instead.
Checking a unit out #
From a Returnable unit's page, use Check Out and choose who it's going to — a staff user, a customer, or a contact. The unit's status becomes checked out and a checkout record captures who has it, when it left, and an optional due date.
Only units whose Product usage type is Returnable (Equipment) can be checked out. Consumable stock is sold or drawn down instead.
Scan checkout (handing out in bulk) #
For checking out many units at once, open Inventory → Movement Log → Scan Checkout. Optionally pick a recipient (staff user, customer, or contact) and a due date once, then scan unit barcodes to build a list — each scan validates that the unit is in stock and returnable before adding it. Tap Confirm Checkout and every listed unit is checked out to that recipient in one go, then the list clears for the next batch. It's the keyboard-/scanner-friendly counterpart to the per-unit Check Out action.
Checking it back in #
When the equipment comes back, Check In the unit to a destination bin. Its status returns to in stock and the checkout is closed out, leaving a complete history of the trip.
Overdue tracking #
Checkouts with a due date are flagged when they pass it, so nothing quietly goes missing. For structured, scheduled handouts with availability and reservations, reach for loans or rentals.