Delivery process check in

After a customer places a hold via delivery process, the item will appear on the Shelf list. To check the item in:

1. Navigate to Check In.
2. Scan the barcode of the item that was placed on hold via delivery process.
3. If the item was not checked in at the main branch, it will go into transit to the main branch. If the item was checked in at the main branch, a message appears stating "Please place item on the hold shelf for customer [Customer name, ID, address, hold date, delivery process]." Select Yes. 

    Note: When a hold that is to be delivered directly to a customer is checked in, a delivery process slip will be printed rather than a hold slip. The format is the same as the hold slip, but the delivery process and name of the service point will appear instead.

4. Close the check in session. 

Within the Wise client, the item will appear on the hold shelf for the customer who requested it. This can be viewed at Holds > Show holds. You may wish to create a separate hold shelf at your institution for items that need to be delivered to a service point or delivered by a separate mode of transportation. A message will not be sent to the customer until the item is checked out. 

The status of the item will change to R for reserved. The status of the hold request changes to O for received, but will immediately change to the status T for transport if a delivery process is selected.