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Version: 3.1.X

Circulation Desk Operations

The Transactions menu is the operational hub of the Circulation module. This is where staff interact with patrons to perform loans, returns, renewals, and fine payments.

Access: Circulation > Transactions

The Interface​

The Transactions screen is divided into three logical areas:

  1. User Identification (Top/Left): A search bar to find the patron by ID (Barcode) or Name.
  2. Current Status (Center): Once a user is selected, this area displays:
    • Active Loans: Items currently in possession of the user.
    • Suspensions/Fines: Red alerts if the user is blocked.
    • User Info: Category (Student, Teacher) which determines their lending policy.
  3. Action Toolbar: Buttons to execute specific tasks (Loan, Return, Renew, Reserve, Statement).

Basic Workflow​

Most interactions follow this pattern:

  1. Identify the User: Scan their ID card or type their name.
  2. Verify Status: Check if the screen background turns Red (Blocked) or stays White (Active).
  3. Perform Action: Click the desired button (e.g., Loan) and scan the Item Barcode.
Keyboard Shortcuts

ABCD is designed for barcode scanners. Usually, pressing Enter in the command box triggers the default action (Loan).