How do I loan an item to someone?

Start by clicking on the “Inventory” button on the “Navigation Bar”:

This will take you to the “Inventory” page. From here you will want to click the “Adjustments” button on the top left side of the page:

You will now be taken to the “Adjustments” page. From here you will want to click the “Add Adjustment” button on the top right side of the page:

This will bring up the “Add Adjustment” window. You will want to select “Loan” from the “Adjustment Type” drop down menu. Enter in a “Description” and the “Contact” you are loaning the item to. When all the information is entered in click the “Save” button: 

This will take you to the “Add Loan” page. At the bottom of the page add the item(s) you are loaning out from your inventory. Once you have added the item(s) click the “Apply Loan” button on the top right side of the page:

TIP:You have the option to save the loan as a draft before actually loaning out the item. To do so simply click the “Save Draft” button on the top right side of the page.

After clicking the “Apply Loan” button your loan has been saved and your inventory has been adjusted accordingly. You will be shown are printable version of the Loan information: