# Transactions

## Transaction Types


Within your Inventory, you can perform the following **three kinds of Transactions:**


:::info
* **Check-In**: **register** new consumables, non-consumables, or assets, or **return** non-consumables or assets to the selected storage location.
* **Check-Out**: any time someone **picks up** consumables, available non-consumables, or assets from a storage location, check them out. Tie the transaction to a **transaction assignee** to keep track of your items on loan.
* **Reconciliation**: in case some of your **Non-Consumables** or **Assets** go **missing or** reach the **end of their useful lifespan**, you can reconcile the total quantity of these types of items.

:::


Each item category has **slightly different check-in and check-out processes**. You can learn more about each process on the following pages:


1. [**Check-In Transactions**](/doc/check-in-transactions-tTR3olggNG)
2. [**Check-Out Transactions**](/doc/check-out-transactions-PsnIpuaXym)
3. [**Reconciliation**](/doc/reconciliation-Eo5F0x93jQ)

## Transaction Options

Transactions can be launched from the **Transactions** tab as well, which will result in a new cart. You can choose from 3 types of transactions on the **Transactions** tab: **Check-Out**, **Check-In,** and **Reconcile**.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/e3db7058-64e2-48ca-8a2a-15898cd7f85d/image.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=d43f673e4e40bd668ac918b85173edb699ec65122e52c2cd7319a49f2084c715&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =1285x208")


:::info
You start a **new cart** any time you launch a transaction.

:::


:::warning
If users proceed with a new transaction launched from the **Transactions** tab, the existing cart with all its contents will be discarded. Users are warned before creating an entirely new cart.

:::

### Check-In

**Increase the quantities** of consumables or return non-consumables or assets from loan

* by launching a **Check-In** transaction from the Transactions tab's header or
* by clicking on the cart icon when at any tab and selecting **Check-In**. 


:::info
Refer to the [**Check-In Transactions**](/doc/check-in-transactions-tTR3olggNG) section for a step-by-step guide about each item category's check-in process.

:::


**Home Locations Tab**

The **Home Locations** tab contains an item's location history for the past 180 days. It shows where the item was checked out from and where it is currently in stock, helping you select a check-in location more easily.


:::warning
The **Home Locations** tab becomes active only after transactions have already been performed with an item. Before that, only the **All Locations** tab is displayed as active.

:::


:::info
An info icon will always mark the item's most recent checkout location. ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/06e54536-8a50-4b72-b3ba-2e0d4b92b105/66356137.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=598632bb496479ef3576972dcd95aebf566a4eee0e4019ea7bb8837eefdd7d28&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

:::

To identify an item, [**scan its QR code**](/doc/recommended-barcode-and-qr-code-scanners-Ke1ex6g4Nv)**, enter the partial Item ID, or start typing the name** of the item you are checking in. See the [**How to Detect Items in Your Inventory **](/doc/how-to-detect-items-in-your-inventory-iTFSyYssZs)page**.**

### Check-Out

Decrease the quantities of consumables or lend non-consumables or assets:

* by launching a **Check-Out** transaction from the Transaction tab's header or
* by opening a new cart and selecting **Check-Out** or
* Use the Add to Cart option, which is included at every location in an item's **Item List**.


:::info
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/14add1ce-d447-49f6-804f-ab68128b4694/137658373.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=78619d737e6c641e7a1deb10f104a30393f98261e7fb82af7b50d578d39a87f5&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)  
Refer to the [**Check-Out Transactions**](/doc/check-out-transactions-PsnIpuaXym) section for a step-by-step guide about the Check-out process.

:::


:::info
**Add to Cart Option**

With the new **Add to Cart** feature, you can add items directly from the **Item List** tab to check out.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/966e0cde-b65e-4206-921f-720abe0036c2/66355510.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=a5b0c33cc4884a143ec6f21ab22259924dc25d5286f868a2d494ffb97eeda210&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =672x444")

### Reconciliation

Select **Reconciliation** if you would like to scrap items from your inventory.

You can provide two reasons for scrapping:

* **dispose** of worn-out items or
* register them as **lost** if they went missing.

With the **Reconciliation** transaction, you **decrease the item's total quantity**.


:::info
Refer to the [**Reconciliation**](/doc/reconciliation-Eo5F0x93jQ) section for a step-by-step guide on reconciling damaged or lost items**.**

:::


QR-code identification is supported on the Transaction Summary page of the Cart feature and every [Setup Sheet](/doc/setup-sheets-nn1x3niB6Q), so you can fill in the Assignee drop-down by simply scanning the [Transaction Assignee](/doc/privileges-user-access-details-CfHN1bm5hK)'s QR code.  
  
Select an assignee by scanning their **ID card** as the finishing step of the transaction workflow:

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/c2ad3542-1d4f-45b1-ba36-4a8d177cae0f/66355513.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=0cebcca0b1effe7b3bb8934100c9ec24ff96285872752e981282375c19906109&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =717x451")

When opening a **Setup Sheet** for **check-out**, select an assignee by scanning their ID card:  
  ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/db3d449b-568e-40b2-be73-8a64d9451c2b/137658374.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=c054560102267f74cdd95865252a2725890d05547ff00a5f0abecff73645a4e5&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::info
Registered [**Transaction Assignees**](/doc/privileges-user-access-details-CfHN1bm5hK) can be selected manually by using the **Assignee** drop-down. If you cannot find an assignee in the list, start typing their name in the quick search bar (a maximum of 50 names can load in the drop-down list).

:::

## Instant Transactions

### Easy Item Check-In

In the **Quantity** column for items, the number of items can be increased or transferred between locations without launching a [**Transaction workflow**]() step by step. However, the system will still create check-in logs to help trace back inventory movements.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/9fca2050-3d80-4684-bc47-2c06f0fee5e5/66355515.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=f07f8d1b2363a3e8ec969f45d86e35ba24e280b8d9294e2953576a6bde419d7e&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =646x518")



:::success
Every item's property editor has an **Item list** tab where users can check the exact locations of items stored in multiple locations.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/34ccf61d-5604-4b20-b6d2-f789f25ba93e/66355516.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=c2906f89e6fdc01fc68b6f6a358caa284af57fa2754c2c6a8b9ce6f3928eadf8&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =646x424")

The system will still log transactions to help trace back inventory movements.


**Increase Item Quantity Without Check-In**

This feature allows you to increase the quantity of consumable and non-consumable items without creating a cart for check-in. This method also allows for checking in assets.  
To enter the quantity of an item for any location, use the **+Add New Item** button in the upper right corner of the **Item List** tab:

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/9c421b03-984d-4123-b3ee-f509c3871eee/66355517.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=105eb8e8d0950542d2c6ba35feebb47e625a15f72e5938164f3df259d801fd7f&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =608x348")

To increment the item quantity for a specific location or batch, access the **Add new items** option via the **Edit** button included at each location or batch:

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/8a672a84-c0c4-46ce-9190-318cb07e8b9e/66355518.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=56a18ffa0185ec7acd2d4769bf0a55a61a1906fac66dbfa33b2647a871066d3a&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =608x363")  

After selecting the option, a pop-up will open where you can put in the **quantity** you want to add:

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/39f4e52a-fe49-4920-8650-395255451a35/66356143.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=5da652b10ecf3e8e0b1672f56c65509df9917b94bc4d53d6cb28331e7bc7e215&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

The system will create check-in logs in the transaction history each time you add items in the [**Item List**](/doc/catalog-gk6IwlP6Bi) tab, so you can trace back when items were stocked:  

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/4a7d9486-053d-4a24-9eff-2e76752bd6e8/66355520.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=3a7bc085f082d7e666d10ec03b621dadea1909b80b560308f9f6eb5e1edad09a&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


### Easy Item Transfer

The **Move to another location** feature makes it easy to transfer multiple items or an asset from one location to another without conducting multiple transactions.  
You can access the **Move to another location** option via the **Edit** button at each location or batch.

Like easy check-in, the system will automatically create transaction logs for any transfer made in the Item List tab, so you can trace every movement inside your inventory.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/2ec2a884-2d8e-4786-9bf9-91b8912218dc/66355521.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=929db1837d418901f05dfefce4cbaf82bd5518a65a4252f5d0e939bdd95e13ce&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =608x361")    
  
 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/f92c0fe5-7ab3-46f4-9060-d6796073d67e/66356144.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=a8b7c8af3bd384102d0a3fb82d39885dd00b063bc25667c75fbecebf42bef256&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::warning
The Easy Item Transfer process creates **two transaction logs** in **Transaction History:** one for Check-out and one for Check-in.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/12e1de20-c215-4d77-b211-625be8b966f3/66355910.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=7bb5afb052ca25e2ab64663dcd54ced2447f943ccd156fc629299a677c2cb3b4&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)



:::warning
To perform easy check-in or easy transfer, users must have the [**Transaction Assignee**](/doc/privileges-user-access-details-CfHN1bm5hK) privilege activated in their user profile. If they do not have it, the **Edit** option will be inactive.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/0918808d-8563-48ac-a977-47836c4de116/66355523.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=6646c0b91523d2e8b477397d1922f329115343b3aff46a34f99f3990dab113ca&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::info
The **+ Add new items** button is **available** only to users with the **Transaction Assignee** privilege.

:::

### Easy Item Check-Out

Using the **Add to Cart** option, you can add items to check out directly from the Item List. This will open a new cart for checkout, allowing you to continue the checkout workflow.

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/dbcc9925-a58c-4a23-9b8b-785bfc99886a/66355524.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=661366c8aba72699a10e74d9b9d539c52dee9e0ce3c385102aee4ff01887a314&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)


:::info
**The Transaction Assignee** privilege is not needed for the **Add to Cart** option.

:::

## Transaction history

In the **Transactions** tab, you can look up the **transaction history** of your inventory. Any time you perform a **regular transaction** within your cart, check out your [**Setup Sheets**](/doc/setup-sheets-nn1x3niB6Q), or perform an **instant transaction** inside the **Item List** tab of an item, there is an entry created that contains:

* a **timestamp** that marks the date of the transaction,
* a **transaction assignee** who is responsible for the transaction or trusted with the equipment,
* the **event** the items were checked out for in the case of Setup Sheets,
* the **total number** of items in the transaction,
* the storage **location**.


:::tip
Double-click on a transaction to display additional details, such as **storage location, expiry date, reason for reconciliation, or warranty.**

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/ed54c6d5-5792-41ed-ae88-93fe35b5bf3c/137658377.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=4f8c332208131d7a70b0b7ac1225d0f96e16329364bbd642d9d425c4371c0fe6&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

**You can check in or out** a specific item or multiple items in one go, and assign each transaction **to the person responsible** for the equipment.


:::success
The quantity of each item is automatically updated in the **Catalog**.

:::

The latest transaction is always displayed at the top of the **transaction list**, but you can **sort the transaction entries** by any of the columns using the sorting arrows:

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/af081060-8ee0-45a9-9477-c3a733940996/137658378.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=88472e7ccf0f3df5fdf7a37389593d0d2fc3b91c6b756466f50d398037120da8&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

## Cart Feature

You can access the Cart option on any tab inside the [**Inventory**](/doc/inventory-manager-vOW2yRV1Eg) module. The cart saves your selected contents for later use while you complete other tasks in the module.


:::warning
Users in charge of transactions first need to **detect an item**, then **select a location** and place it in their Cart. They are only required to **select an assignee in the last step**.

:::

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/04ad5c16-22c4-4b60-8cb0-d00c352da98d/66356146.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=3a854d5e1f0d2c2346b373358da93616ed7b33fcc036bc211b3763412039663e&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =717x506")

The Cart feature allows inventory managers to add multiple items from various locations to a single transaction and save their cart contents for later while completing other tasks in the **Inventory** module.  

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/66204e74-b7eb-43c7-ac24-05c9662cc42d/66356147.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=f10eb6aa33b91c6761e5181e5ff2508c61e23678fc885a5541d53427122d562b&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject " =717x501")


Users can create a new cart by clicking the empty **Cart** icon in the top right corner of the **Inventory** module:

 ![](https://outline-production-attachments.s3-accelerate.amazonaws.com/uploads/6c0da235-ff99-49fd-81af-d32f613692dd/b9713e7e-488a-4f0b-92da-2cb4910c2a37/137658379.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=b6793ed39d5fa329d8911f993da94f69c1320175de807d049f1cd6b618a15580&X-Amz-SignedHeaders=host&x-amz-checksum-mode=ENABLED&x-id=GetObject)

After adding items to their cart, users can return to the module and **continue browsing** while their contents remain in the **Cart**.


:::warning
Cart contents persist as long as inventory managers stay inside the **Inventory** module. **If a transaction is not finalized, its cart will be discarded** when returning to the **Dashboard**.

:::


:::warning
The **Cart** feature can only handle **one launched transaction** at a time, so if you launch a new transaction while an earlier cart is still active, you need to either finish the transaction or discard the contents of your existing cart.

:::


:::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)