How to Finalize Your Transaction in the Cart (Transaction Summary)

After a successful Check-in or Check-out, that is, completing a Transaction workflow, you arrive at the Transaction Summary page.

Transaction workflows vary by item categories, and you have several options on the Transaction Summary page:

• Add items to the Cart: Return to the item detection page to select another item with the New Item option or add more of the listed items with the Add More option.

• Remove items from the Cart: delete individual items or delete the complete content of the cart with the Clear Cart option.

• Continue browsing option (or by using the X in the upper right corner of the Check-out window): leave the Check-out and continue working within Inventory without losing the content of your cart.
  You can return the transaction later.

• Finish Transaction: finalize your Cart and complete the Check-out process.
  
  
  

Add more items to Cart

On this page, you can add items to your cart using the Add More or New Item options.

Delete items from Cart

Selected items can be deleted, or the cart can be emptied with the Clear Cart option.

Batch Print the QR-codes of multiple items in one go with the Print option while you are carrying out a transaction:

Finish Transaction

To Finish the Transaction, a Transaction Assignee needs to be selected from the Transaction Summary page's 'Select a loanee' dropdown menu; otherwise, the finishing option will remain inactive.
Start typing the name of the Assignee and select the correct one from the dropdown menu.

The Transaction can be finished once the cart is complete and the Transaction Assignee is set.

Transaction History

Any time you perform a regular Transaction within your cart or perform an instant ('easy') Transaction inside the Item List tab of an item, an entry is created in the Transactions tab. 
When double-clicking on a Transaction,  further details like storage location, expiry date, the reason for reconciliation, or warranty are displayed.