product loans

See Also: Ordering Window

Product Loans

The product loan system utilizes the inventory adjust window to update your inventory and create contact loan accounts for product loaned or borrowed. Accounts are created for each contact that product is loaned to. If you do not utilize the system to track your inventory, you can still utilize the loan features to track product loaned.

To enter a loan for a contact, locate the contact with the Find window. With your contact displayed, select “Loans” from the “Inventory” menu to display the contact’s Loan account.

The contact’s loan account will display any loan history when opened. Accounts can be printed, Loans and Payments can be entered, existing loan entries can be removed. Click on “Enter Loan” to enter a loan for the current contact. When entering a loan, the loan input window is identical to the Inventory Adjust window’s input window.

Product can be entered for product going “In” or “Out” of your inventory. Click “Save” to save the entry and add it to the contact’s account. When the loan is saved you will be returned to the account window.

Deleting Account Entries Account entries can be deleted by highlighting the entry you wish to delete and clicking the “Delete” button in the account window. You can also highlight multiple entries before clicking “Delete”. When removing entries, you have the option a reversing the entry’s effect on your inventory with the “Adjust Inventory When Deleting” option. If the contact returns the same product that they borrowed, you could delete the entry with the “Adjust Inventory When Deleting” option checked before deleting to add the product back into your inventory while removing the original entry.