Asset Loan Management
An asset loan is the temporary issuance of a fixture product to personnel. It lets you track which equipment is with which personnel and return it when the period expires.
When is an Asset Loan Used?
The asset loan system is used for Fixture type products: Fixture
Creating a New Asset Loan
Prerequisites
- The product to be loaned must be defined as Fixture type
- At least 1 unit of the relevant product must be available in stock
- The personnel to be assigned must be in Active status
- 1
Go to the Asset Loans page
Click the Inventory menu in the left sidebar and switch to the Asset Loans tab.
- 2
Click the Create Asset Loan button
- 3
Fill in the asset loan details
Field Required? Description Product Yes Select the fixture product to be loaned Personnel Yes Who is it being issued to? Issue Date Yes The date the product is given to personnel Return Date No Expected return date It is recommended to enter a return date — the system will alert you when it expires. - 4
Click the Save button
When an asset loan is created, the product is deducted from stock. The "Active Loans" count on the Dashboard increases.
Returning an Asset Loan
- 1
Find the relevant record in the asset loan list
- 2
Click the Return button
- 3
Confirm the return date and click Save
When the return is completed, the product goes back to stock and the loan record changes to "Closed" status.
Overdue Return Alert
Asset loans with a past return date are automatically flagged by the system:
- The row appears in red in the asset loans list
- Listed with the number of days overdue in the "Overdue Returns" section on the Dashboard
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I can't select a product when creating an asset loan, why?
Two possible reasons: (1) The product may be defined as Consumable type — loans are only for Fixtures. (2) There may be no stock left for the relevant product.
I can't see the personnel in the list, why?
The personnel may be in Inactive status. Change their status to Active from the Personnel page.
Can I loan the same product to multiple personnel?
Yes, as long as there is sufficient quantity in stock, multiple loans can be created for the same product.
Can I create an asset loan without entering a return date?
Yes, the return date is not required. However, specifying it is important for overdue tracking.