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Settings Processes

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Intake method

Indicates the standard intake method; intake based on order, contact person, customer or reference. You can always adjust the method during an intake. It is useful to enter this setting in advance, so that a standard method is always used. This is often an agreement within the policy institutions of the organization itself.

  • All: All articles that are active (or rented) are shown in the intake overview.
  • Contact person: During the intake process, a contact person must first be selected. Then all articles that have been rented to this contact person are displayed.
  • Customer: During the intake process, a customer must first be selected. Then all items that have been rented out to this customer are displayed.
  • Order: During the collection process, an order number must first be selected. Subsequently, all items that are rented out on this order are displayed.
  • Reference: During the intake process, a reference must first be selected. Then all articles that are rented out on this reference are displayed. This option is useful for, for example, the intake of articles that are rented out on a project basis.

Latest intake time

In this setting you can indicate a time at which the items must be returned at the latest. If the items are returned before this time, no extra day will be added. If the intake takes place after this time, an extra day will be calculated. This setting is only used in conjunction with setting Use date and time.

Default reservation due dates

This setting contains the number of days after which a reservation will expire. Setting this number of days is necessary to keep unanswered reservations in the overview for the length of days. These reservations will then automatically expire. No manual action is then necessary to clear reservations.

Default length of a reservation in days

This setting contains the number of days that a reservation will automatically last. Of course, a different period can also be selected during creation.

Maximum length of a reservation in days

Indicates the maximum length of a reservation, to prevent items from remaining active with customers for too long, for example. With this setting it is possible to maximize periods. For example, in a library it is only possible to keep books for a specific period.

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