Location-based reservations

Reservations make it easier to plan the use of items and help ensure that the necessary equipment is available at the right time.

This guide walks you step by step through how to create a reservation when location-based reservations are enabled.

If you are looking for instructions on how to create a reservation without location-based reservations, see the guide “Creating a new reservation.”

What are location-based reservations?

Location-based reservations are an additional setting designed especially for organizations that have multiple warehouses, facilities, or buildings.

When this feature is enabled:

  • The system shows available items based on location.
  • Items must be checked out from the same location where it was reserved.

Reservation permissions

  • None = cannot create reservations
  • Read = can create personal reservations for their own department
  • Editor = full permissions for all reservations

Creating a new reservation

  1. Open Reservations - All reservations
  2. Click New reservation
  3. Fill in the basic information:
    • Title – a descriptive name for the reservation
    • Start – when the use begins
    • End – when the items must be returned
  4. Choose:
    • Create and add items – if you want to plan the equipment immediately
    • Create– if you only want to save the reservation template

💡 If you want to create a reservation for another user, make sure the field “Select reserved for” is enabled under Admin → General settings → Reservations.

Planning items for a reservation

  1. Open the reservation and click Add items
  2. The model list shows how many items are available for the selected time period
  3. The Location column shows the current availability for each sublocation.
  4. Enter the desired quantity on the left side

  1. Click Save

In the reservation view, you can clearly see your reservation plan.

Reading out and returning items

Reading out:

  1. Check the required quantities
  2. Scan the item’s QR or barcode (Trail label) in the Read barcode field.
  3. If the item doesn’t have a label, enter the item ID manually
  4. Click Go
  5. The item is read out.

Returning:

  1. Scan the item QR or barcodes again in the Read barcode field
  2. Click Go
  3. Returned items appear in green.

⚪ Grey = planned, not yet read out 🔵 Blue = read out 🟢 Green = returned

⭐ Tips for scanning stock models

We recommend always scanning items individually to avoid errors.

Since a stock model has one shared identifier, items can also be read out and returned in parts if necessary.

How to do it:

  1. Click the model quantity for the stock model
  2. Select the desired amount
  3. Click Collect, Save, or Return depending on the step