# Check-Out Transactions

[https://vimeo.com/1195635668?share=copy&fl=sv&fe=ci](https://vimeo.com/1195635668?share=copy&fl=sv&fe=ci)

Th**e Check-Out process** in the Inventory module is performed whenever someone **picks up** consumables, available non-consumables, or assets from a storage location. The transactions are tied to a [**Transaction assignee**](/doc/privileges-user-access-details-CfHN1bm5hK) to track items on loan.


:::info
This page walks you through the **Check-out workflows** of each item category.

:::

# Basic Check-Out Process


1. To check out an item, click the Check-Out button in the upper-right corner of the **Transaction list**.  
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/f80ee95b-f8f4-48c2-9b7d-ef4543b666ef/137658392.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=b37be202353ca5bd43108448c0804e74bf7374386fadc64f95119e2a3df14924&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

   
:::info
   **Check-out transactions** (but Check-In and Reconciliation likewise) can be initiated by using the **Cart icon** in the upper right corner of the Inventory module:

   :::

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/b507158f-76f0-443c-a669-0c67e7793222/137658393.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=c69a7fc3dadaac26c4e6b9ef0d069d4bcb51192b1c8d74ec6230073b802065ee&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)
2. **Detect your item** as the first step of any **Transaction workflow**.  Use your [**barcode scanner**](/doc/recommended-barcode-and-qr-code-scanners-Ke1ex6g4Nv) or start typing your item's name.  

   
:::warning
   You can only look up items previously registered in the [**Catalog**]().  Learn more on the [**How to Detect Items in Your Inventory **](/doc/how-to-detect-items-in-your-inventory-iTFSyYssZs)page.

   :::

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/2db6fc9e-a7ff-46e3-9a91-e816cfe8ceca/66356066.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=d4db5ce7e309a5bc536107b4a402a7f489eddb9d2d665ecbc77a5fc713e7ba65&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

## Step-by-step guides to the Check-out process for each item type

You have the **Add to cart** option available within the Item list for each item type. With this option, you can prepare the items in this set for **checkout** with a single click.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/cfd77f1f-220c-4cc9-9c5b-1c6175de8a18/66356151.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=ae91b97544421e7167ec00b63ce4b4ba77593da66fac35c68376d4cd0249db18&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =646x512")


### Consumables with Expiration Check-Out


:::info
While following the basic [**Transaction**](/doc/transactions-8oqvFYXUib) processes, [**Consumables With Expiration **](/doc/consumables-with-expiration-XI8JfJrnqJ)items can be checked out by identifying their batches. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/7f96b61f-d889-4d1f-be31-bfee0baf632c/66355566.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=74b67fbd9d32f20fcf7ad965d88b3bc921b95c6c8758062b4ef3048470299f27&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

:::

Identify the batch you are about to check out: when your transaction assignee is there to pick up supplies from your storage room, use your **barcode scanner** to scan the QR code on the physical item, or enter the expiration date from the item's QR code label to identify your batch.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/b89f1223-614a-47ad-a852-0ab57c60a945/66355567.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=2b9110609b7e9b16666275a66be70463b571351ab07756f9d632d46a04f02add&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =494x153")


1. Select one of the **locations** where you want to check out the item.
2. Enter the item **quantity**.  
     
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/0984417a-0fdc-4f60-8aae-c75600a9fb07/66356148.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=5384175db31fe9e27372d4b09992e7d51bed6f25f9e05bcf01b17cd241baa752&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)  
3. Continue with **Add to Cart** to create a new cart or add your items to an existing cart.

   
:::info
   The **Back** button returns you to the item detection step if no cart is in progress. If you add an item to an existing cart, you will be taken to the **Transaction Summary** page.

   :::

   
:::warning
   Learn [**How to Finalize Your Transaction in the Cart**](/doc/how-to-finalize-your-transaction-in-the-cart-transaction-summary-3hpmBVRf5A) here.

   :::


### Consumables without Expiration Check-Out

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/a007d8ec-14ec-4a80-89bf-6364d24580d7/137658394.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=56f716445e8bdd5fc27f70725f359fdab8db048da78d5b3021690a86d993d7ec&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


1. Select one of the locations where you want to check out the item.
2. Enter the item quantity.  
     
   ![ ](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/f7752b3c-ba44-4e5e-8da3-483313550c01/66356150.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=12616a683f3ebd18552c3343c1bd18e1258a1802a10b25cf8aeedaf0f01e957b&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =646x452")
3. Continue with **Add to Cart** to create a new cart or add your items to an existing cart.

   
:::info
   The **Back** button returns you to the item detection step if no cart is in progress. If you add an item to an existing cart, you will be taken to the **Transaction Summary** page.

   :::

   
:::warning
   Learn [**How to Finalize Your Transaction in the Cart**](/doc/how-to-finalize-your-transaction-in-the-cart-transaction-summary-3hpmBVRf5A) here.

   :::


### Non-Consumables Check-Out

There is only one way to check out [**Non-Consumable**](/doc/non-consumables-durables-72SepASZ7l) items: to loan them to the [**Transaction assignee**](/doc/privileges-user-access-details-CfHN1bm5hK) in charge. All you need to do is **follow the basic Check-out workflow** and then continue with the following steps:


1. Select one of the available **locations** from which you want to check out the item.
2. Enter the item **quantity**.  
     
   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/74903a67-6e0d-4f3e-9270-adfe03032284/66356152.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=f4406274f270cac0a0cdfdb2371114b8eb995bed7f77a32dec07f63601c31ade&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

   
:::info
   Only the **ready quantity** decreases upon check-out. If you open the item for editing, you can check how many items remain in stock after the transaction.

   :::

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/8e6a596a-0ee9-4491-b5a9-4bfc6d49b448/137658398.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=d507c1912da386d41ca433540958af63efb6b3a6346960816d6b30823942ac92&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

   
:::warning
   **How to Decrease the Total Quantity of Non-Consumable Items**

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/0a6baa16-8ed7-412a-8c4a-69f9ba679a20/66355572.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=238f177c65c7ba7ca14d34017092e6acea8fef4e8f8c92c6ffd91bf006f84061&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)Once you have checked **Non-Consumable** **items into your** [**Inventory**](/doc/978b94ef-098f-4930-a3ba-7472963c5461)**,** you cannot decrease their total quantity by checking them out, because checked-out **Non-Consumables** are "on”.

   When some of your supplies go **missing** from your storage location and **are not returned**, or you **want to dispose** of some of them, follow the [**Reconciliation**](/doc/reconciliation-Eo5F0x93jQ) process.

   :::
3. Continue with **Add to Cart** to create a new cart or add your items to an existing cart.

   
:::info
   The **Back** button returns you to the item detection step if no cart is in progress. If you add an item to an existing cart, you will be taken to the **Transaction Summary** page. 

   See the [How to Finalize Your Transaction in the Cart](/doc/how-to-finalize-your-transaction-in-the-cart-transaction-summary-3hpmBVRf5A) page for more info.

   :::

   **Batch print the QR codes** of multiple items in one go while you are carrying out a Check-Out transaction:

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/2bbf7a4d-be67-40b1-a767-388097732293/137658400.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=5dd1e689086ad43fdbc9ead8b9105104106545f0c7c6cdecca183f4e527fa412&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

   
:::success
   Scanning Functionality

   The **Inventory** module is designed to handle barcode and QR code scanning to facilitate **transaction assignment** registration and item detection during **transactions**. [Recommended barcode scanning solutions](/doc/recommended-barcode-and-qr-code-scanners-Ke1ex6g4Nv)

   :::

     
   Complete the Check-in using the **Finish transaction** option. For more information, see the [**How to Finalize Your Transaction in the Cart**](/doc/how-to-finalize-your-transaction-in-the-cart-transaction-summary-3hpmBVRf5A) (Transaction Summary) page.

   
:::warning
   When using the **Continue browsing** option to **leave the Inventory** module, the contents of the **Cart will be lost**.

   :::

   ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/8debafce-e365-4311-aea5-338a6ba05210/137658401.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=04b7dd823734d7f717485b0eb51f85532a1efd01d2b73da0cb6960d2c6e28d9c&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


### Asset Check-Out

Checking out an asset is essentially **loaning** it: you must complete the **basic check-out process**.  
When you check out an available asset from **Inventory**, its quantity changes to 0/1, indicating that the asset is currently out, and its status changes to **On Loan**:


:::info
The **On-Loan** status is indicated by a green arrow in front of the asset in the **Items** list on the **Catalog.** ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/37a0bde2-ca0d-47f4-9f3c-be8ae10a0663/66355574.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=8e1cf87f6dae3f1f81915e52d1929aaf93e185c57f3c0a207c523f594825470d&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/a8f25b4a-9e85-49d9-909f-23e9605dff9d/137658402.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=cdbd94d8d850027236199be1515d3a6c4ee66310c05d4b6c1a5f9fb4714faaf3&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)  
  
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/ee055754-9295-440d-bb24-ce366faf7927/66356159.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=606f40c3ecd24c7ba283fdfbb9a6d590fc3dcfda368959f1ebf0bfe14ee738d0&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

There are **no mandatory settings** when checking out an asset: the system automatically loads the item's location and quantity.  

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/d0a7e00e-1967-4c3e-898d-9b226979a744/66356153.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=f6f23fc0f2ce7191f6c10d40196082c616f9e2bcbea093fafc8d7015347b70b7&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

The **Due Date** field allows you to set an **expected return date** for an asset before checking it out (optional):


:::success
The **Transaction Assignee** of the check-out transaction will be **notified by email** to return the asset on time. The **expected return date** will also appear in the asset's **History** tab.   
If an asset is not returned by its Due date, it will appear in the [**Overdue Asset**](/doc/reports-yT6NMamcos) report.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/8f5b634e-f5a5-4c5b-93ee-d6f0c802e6d1/117768923.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=eca7dcd968dcb6152b00a997cc7a74080b3af4061471533b4567b7cd890600bf&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::info
The **Transaction Assignee** responsible for the asset will receive a **Due date notification email** before the expected return date is up:

* 1 hour before the expected return if the **Due Date** is within 2 days
* 24 hours before the expected return if the **Due Date** is over 2 days

:::

The **Due date notification** message sent to assignees can be set up in the [**Emails**](/doc/email-settings-uhmQ5aeTGr) tab in the **System** Manager:

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/d635dd29-1a43-461a-9744-aef3d7212898/137658395.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=f51d7cb2a9aa7ced3480b9ac2960f56dc363023326177f80dfaca873ffa867e5&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

Continue with **Add to Cart** to create a new cart or add your items to an existing cart.  


:::info
The **Back** button returns you to the item detection step if no cart is in progress yet. You will land on the Transaction Summary page if you add the item to an existing cart.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/3a5b051c-3302-4af4-a830-60dd9ac44f5a/66356155.png?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=4dd3c79b17694e3dc92041708f191999a11383d4a3a1c9d672c3b0270797b14a&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

On the **Transaction Summary** page, you have several options to continue with:

* With the **Clear Cart** option, you can delete all items in the cart.
* With the **Continue browsing** option (or by using the X in the right upper corner of the Check-out window) you can leave the Check-out and continue working within Inventory, **without losing the content of your cart.** You can return the transaction later.
* With the **Finish Transaction** option, you can complete the checkout process.


:::tip
Learn [**How to Finalize Your Transaction in the Cart**](/doc/how-to-finalize-your-transaction-in-the-cart-transaction-summary-3hpmBVRf5A) here.

:::

### Partial Check-Out

Partial check-out allows inventory managers to check out a [**Setup Sheet**](/doc/setup-sheets-nn1x3niB6Q) in **several stages**. The users can return later to complete check-out once the remaining items are restocked or returned from loan:

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/266c630d-f384-4e62-afc4-58fc017ebd53/137658403.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=3ef09405abc69ea847200b05742dc7b07f3c8435e6ce0d854fb32b0b7ee6da67&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::warning
Returning required items from the loan, i.e., checking them back in, is impossible in the same browser window as the partial check-out.  
If you try to start a new Transaction in the same LearningSpace session, the partially checked-out cart will be deleted: **"If you start a new transaction, the current content of your cart is going to be lost."**

:::


:::tip
It is advised to **use a separate browser window for restocking/returning items,** and then continue the checkout of the Setup Sheet.

:::

Since location selection is no longer a prerequisite in the improved transaction workflow, inventory managers no longer have to verify that every item on a **Setup Sheet** is stored in a single location.  
Inventory managers can check out the required items on the same **Setup Sheet** from **multiple locations**: 

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/f6565cd7-9c1b-4d5b-965c-15e416f7025d/137658404.gif?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=AKIA4EOUDTOVUICLPZ4P%2F20260909%2Fus-east-1%2Fs3%2Faws4_request&X-Amz-Date=20260909T120000Z&X-Amz-Expires=86400&X-Amz-Signature=f2000fb3e789a069cb8ecc92f4595923ebc56c53785ba69b19f174223db53879&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)



:::tip
Learn [How to Create a Setup Sheet](/doc/how-to-create-a-setup-sheet-ystPPntjaY) and [How to Finalize Your Transaction in the Cart](/doc/how-to-finalize-your-transaction-in-the-cart-transaction-summary-3hpmBVRf5A).

:::


:::tip
Learn more about the [Inventory Manager](/doc/inventory-manager-vOW2yRV1Eg) on our [Inventory - How to](/doc/inventory-how-to-0RqhoAqgtJ) pages, and watch the [Inventory Manager Training Videos](/doc/inventory-manager-training-videos-eqiDv4PiyB).

:::

---

**Documents**

- [User Guide](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/user-guide-WPv4VxhtWB)
- [FAQ](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/faq-YoxOQOjvnY)
- [Training Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/training-videos-D2ycsEwqPt)
- [Module Introduction Videos](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/module-introduction-videos-I6OQ6H7SUT)
- [Release Notes](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/release-notes-BcFFMsc0RV)
- [Distance Learning with LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/distance-learning-with-learningspace-eAfwW23Hxg)
- [Preventing Copy-Paste in LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/preventing-copy-paste-in-learningspace-sPD0IIUuk0)
- [Important Technical Notification Regarding Adobe Flash Player](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/important-technical-notification-regarding-adobe-flash-player-eQtMLwLmTJ)
- [iPad support - Technical information](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/ipad-support-technical-information-dLmeFvKofC)
- [TeamViewer Link](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/teamviewer-link-QyKZBMqUT9)
- [YouTube videos about LearningSpace](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/youtube-videos-about-learningspace-TMb3zdc0LC)
- [Customer Aftercare One-Pager](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/customer-aftercare-one-pager-GBWMe1BcfS)
- [Case Studies](https://kb.learningspace.elevatehealth.net/s/ent-hs/doc/case-studies-VcAbFqXSz7)