Shelf inventory
The Shelf inventory overview provides a report of items that are administratively turned in, but have not been inventoried since the start of inventory taking. When performing an inventory, the date must be entered for when the inventory of the collection will start.
All items that are checked in are inventoried. This can be done using RFID scout or by checking in the items on the staff client. The date this is performed on is automatically filled in the Inventory not taken on or after (mm/dd/yyyy).
When using RFID scout, there will be an immediate confirmation if the item is on the correct shelf. When checking items in on the staff client, this part will have to be checked visually.
Everything returned after the start date with the status of In is given the return date of the inventory date.
Note: The Items overviews (EXEMACTIELIJST) role must be set to at least 3 (Edit at the branch level) to view this report. See Wise role functions for more information.
To create this overview:
- Go to Items > Overviews > Shelf inventory. The Shelf inventory overview screen opens.
- Provide overview information. Required fields are marked with an (*) asterisk.
Field Description Branch* Choose the branch for which the report will display. Shelf Select the shelf for which the report will be generated. Use ctrl+click to select multiple shelves. If left blank, the report will include all shelves.
Inventory start date (mm/dd/yyyy)* Enter the starting date of the inventory. This field is automatically populated with the current date. - Click Create report. The report is generated in a new browser window.
The report displays the following information for shelf inventory:
- Author
- Title
- Barcode
- Material type
- Label
- Inventory date
- Return date