How to check out assets and accessories in bulk?

n the desktop site, you can check items out in bulk by using the check boxes next to each asset. 

You can select assets across multiple categories and include accessories and / or kits.

Use the check boxes to select assets:

Categories include accessories

NOTEYou can select multiple assets across multiple categories.

Click “Bulk Actions” > “Check Out” (or Reserve)

Multiple asset bulk actions

On the next page, you can select a loanee, due date and click “Submit Loan

You can optionally choose to add accessories and / or kits to the bulk check out.

Select loanee section

If a signature is required, the loanee can sign on the page which will save their signature against each asset loan.

Signature required asset loan

When check out is complete, all items will be listed under your chosen loanee:

Current loan checker

When viewing a loanee, if the loanee has multiple accessories checked out, Reftab will organize by due date:

 For example the image below shows 3 Light Stand Bulbs checked out to a user. Reftab knows that these three are due at the exact same time. 

Bulk accessories loans

If additional Light Stand Bulbs are checked out to the same user with a different return time, Reftab will organize those into another line:

Light stand bulbs

You can bulk check in all items from the loanee page, the loans page, the mobile app, or on each individual asset / accessory page.

For example, on the loans page, you can click “Actions” > “Find all Matching Loans” 

Actions find matching loans

You can return all items in bulk by clicking “Return

Return found loans

Start tracking your assets in minutes. Free forever.

50 assets free forever with unlimited inventory & software tracking. Includes email alerts, mobile apps, reports, custom asset tags and more.