Collection agency items checklist
Learn how to generate a checklist of items which have charges that have been submitted to a collections agency in the Wise staff client.
The Collection agency items checklist displays items for which an associated financial charge has been included in the collections agency procedure. The purpose of this list is for employees to check the shelf a final time to ensure the item has not been returned.
The overview lists only the items. Other costs, including fines and administrative fees are not included.
To generate the Collection agency items checklist:
- Go to Notifications > Overviews > Collection agency items checklist. The Collection agency items checklist window opens.
- Select preferences for the overview. Fields marked with an asterisk (*) are required
Field Description Branch* Select a branch to include in the report. Location Select the method for locating the item:
- 1 - Shelf + label
- 2 - Shelf
- 3 - Label
-
Click Create report. The report is generated in your web browser.
The report displays the following details:
- Barcode
- Title ID
- Author
- Title
- Loan date
- Creation date
- Location
- Status
- Customer name