new_loans_page
Differences
This shows you the differences between two versions of the page.
| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| new_loans_page [2020/01/13 20:57] – [Returning Toys on Loan] bec | new_loans_page [2021/05/07 09:49] (current) – mibase | ||
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| - | ====== Loans Page (Session Page) ====== | + | ====== Loans/ |
| + | Video Playlist for this page [[https:// | ||
| ===== Overview ===== | ===== Overview ===== | ||
| Line 167: | Line 168: | ||
| - Part Alert – missing pieces | - Part Alert – missing pieces | ||
| - | === Add a Member Alert === | + | === Add or edit a Member Alert === |
| - Enter Member | - Enter Member | ||
| - Press **New Alert** or **Edit Alert** | - Press **New Alert** or **Edit Alert** | ||
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| To remove the alert, delete all the text in the box and press **Update Member Alert**. | To remove the alert, delete all the text in the box and press **Update Member Alert**. | ||
| - | === Add a Toy Alert === | + | === Add or edit a Toy Alert === |
| - Enter Toy | - Enter Toy | ||
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| ==== Add a Payment to Member ==== | ==== Add a Payment to Member ==== | ||
| - | - [[# | + | - Enter Member |
| - | - Press Pay Now button | + | - Press **Pay Now** button |
| - Select Payment Category | - Select Payment Category | ||
| {{: | {{: | ||
| - | - Check the Amount – the amount | + | - Check the amount |
| - | - Add the way they paid e.g. paypal, EFT, cash | + | - Select Payment Method - eg, PayPal, EFT, cash |
| {{: | {{: | ||
| - Add a comment as required or leave blank | - Add a comment as required or leave blank | ||
| - | - Press pay now | + | - Press **Pay Now** |
| - | - Press ok to popup | + | - Press **Ok** |
| {{: | {{: | ||
| - | - To view the new payment click Payments List | + | - To view the payments press **Payments List** |
| {{: | {{: | ||
| - The new payment will be the first entry in the list | - The new payment will be the first entry in the list | ||
| {{: | {{: | ||
| - | - Hide Payments List if not required | + | - Press **Hide Payments List** if not required |
| - | ==== Renewing | + | ==== Renewing |
| - | To renew an individual toy press the yellow | + | To renew an individual toy press the yellow |
| {{: | {{: | ||
| - | A16 will be renewed and the status | + | The toy will be renewed and the status updated. |
| {{: | {{: | ||
| - | ==== Changing | + | ==== Changing |
| - | Left Click on the date you want to change, a mouse over will change the change the back ground color to light green | + | Click on the date you want to change |
| {{: | {{: | ||
| - | Click on the date (2020-02-22) and a calendar will appear, then select the new date (29/2/20202) and press the Change | + | Click on the date (2020-02-22) and a calendar will appear, then select the new date (2020-02-29) and press the **Change |
| {{: | {{: | ||
| - | |||
| - | The due date and the status has change to 29/2/2020 | ||
| - | |||
| - | {{: | ||
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| {{: | {{: | ||
| - | |||
| - | |||
| ==== Override Button ==== | ==== Override Button ==== | ||
| | | ||
| - | Used if a member is approved to loan more toys than set by the member category. For example a member with 4 Toy, no duty membership wants to loan 5 toys. | + | Used if a member is approved to loan more toys than set by the member category. For example a member with '4 Toy, no duty' |
| To enable, press the **Override** button and it will turn on and change colour to green until another member is entered. | To enable, press the **Override** button and it will turn on and change colour to green until another member is entered. | ||
new_loans_page.1578909476.txt.gz · Last modified: 2020/01/13 20:57 by bec