# Borrowers screen The **Borrowers** screen manages the list of borrowers – employees or customers who take equipment and bring it back – and is where you start a loan or a return, check who is holding which item, and download a report per borrower. **Who sees it:** Primary User · Co-Manager · Sub-Manager · Employee with **Borrowers management access** **Used in modules:** `loans` ::: tip TL;DR Add a borrower once. For every loan click **Start loan** on their row, scan on the counting page and click **End**; for a return click **Start return**. **Activity** shows what is still with them. Full process: [Equipment loans](/en/modules/equipment-loans). ::: ## How to get here - **On the phone:** ☰ menu → **Management** → **Movements** → **Borrowers** - **On a computer:** side menu → **Movements** → **Borrowers** **Loans & borrowers** is a paid module. If the module has not been purchased, the menu item is shown locked. Details on the [License & purchases](/en/guide/management/license) page. ## What is on the screen  ### (1) Add borrower Opens **Add borrower**. Shown only to users with **Allow creating and deleting borrowers**. ### (2) Search by Item Opens **Identify Item from Catalog**: scan or type a barcode or item code, and the item details open on the **Borrowers with this item** tab – who holds the item and the *Quantity not yet back*. If nobody holds it you see *No borrower holds this item*. ### (3) Search and sort Free-text search across name, phone and note; sort by *ID*, *Borrower name*, *Phone*, *Notes* or *Created At*. ### (4) Borrowers table ## Table columns | Column | Content | |---|---| | **ID** | Internal number of the borrower (hidden by default in card view). | | **Borrower name** | The employee's or customer's name. | | **Phone** | The borrower's phone. Unique within the company. | | **Loan** | The **Start loan** button. | | **Return** | The **Start return** button. | | **Transfer** | The **Transfer to borrower** button. | | **Notes** | A free note about the borrower. | | **Activity** | The **Activity** button. | | **Edit** | The **Edit** button – only for users with the create/delete permission. | ## Actions ### Adding and editing a borrower The **Add borrower** / **Edit borrower details** dialog has: | Field | Required | Notes | |---|---|---| | **Name** | yes | | | **Phone** | no | Must be unique; a number already on file is rejected. | | **ERP branch** | no | Shown only when the connected ERP supports stock transfers. *When linked, finishing a loan or return creates a matching stock transfer in the ERP*. | | **Comment** | no | | Click **Add** or **Save Changes**. When editing, **Delete** is also available. ### Starting a loan or a return from this screen 1. Click **Start loan** or **Start return** on the borrower's row. 2. If you have more than one branch, pick one in the **Select store: loan** / **Select store: return** dialog and click **Continue**. 3. The counting page opens with the header *Loan:* or *Return:* and the borrower's name. The borrower and the direction are locked for the whole session. 4. Scan the items. A loan is recorded as a negative quantity (the item leaves the branch), a return as a positive one. 5. Click **End**. You see *Session finished successfully*, or – when the borrower is linked to an ERP branch – *Session finished — a transfer of N items was created in the ERP*. This is the only way to start a loan or a return: there is no entry to this mode from the home page, and the counting page settings have no loan-mode setting. ### Transfer between borrowers A transfer moves items from one borrower to another in a single scan, without going through the branch. 1. Click **Transfer to borrower** on the row of the borrower who holds the items now. 2. In the **Transfer between borrowers** dialog, pick the borrower who receives the items and click **Continue**. There is no branch to pick, since branch stock does not change. 3. The counting page opens with the header *Transfer:* and both names. 4. Scan the items. Each scan is recorded as a return from the first borrower and a loan to the second. Branch stock does not change, and the scan costs one credit. 5. Click **End**. When the borrowers are linked to an ERP branch, two transfers are created: the return from the first and the loan to the second. Deleting a transfer scan or changing its quantity applies to both sides together. There is no check that the first borrower actually holds the item. ### Scan notes When the **Scan notes** setting is on in the counting page settings, every scan card in a loan or return session gets a note icon. Type a free note there, for example `Returned with a scratch`. The notes later appear in the **Activity** dialog under **Recent notes**. ### Activity  The **Activity - [name]** dialog shows: - **Summary cards** (1): *Total items (loan)*, *Items not yet back* and *Value of items not yet back* (at selling price). - **Filter by date range** (2): a date range that narrows the breakdown. - **Activity Breakdown by Items** (3): a table with **Item Code**, **Item Description**, **Barcode**, **Loan**, **Return** and **Not yet back** (loans minus returns). - **Recent notes**: the notes written on scans, with the action (*Loan* / *Return*), the item and the quantity. **Remove note** deletes a note. - **Download Excel** (4): a file with a **Activity** sheet and a summary for the borrower. ### Customize terms The **Customize terms** button (gear icon) is shown only to the Primary User and Co-Managers. It sets what the system calls whoever holds the equipment and the two actions, on every screen and for everyone in the company: the menu, the table, the counting page, the item card, the counts table and the permission names. - **Templates:** *Borrowers* (default), *Employees*, *Customers (rental)*, *Apartments* and *Events*. Each template is translated into every language. With *Apartments*, for example, the screen is called **Apartments management** and the buttons read **Start move in** and **Start move out**. - **My own words:** fill in four words: who holds the equipment (singular and plural), the out action and the back action. They appear for users working in the language they were typed in; other languages show the default words. - **Preview** shows the title and buttons with the chosen words before you save. Only the words change. Data, permissions and how the module works stay the same. ## Permissions | Role | What they can do | |---|---| | **Primary User**, **Co-Manager**, **Sub Manager** | Everything: add, edit, delete, loan, return, loan details. | | **Employee** with **Borrowers management access** | Sees the screen, starts loans and returns, views loan details and searches by item. | | **Employee** with **Allow creating and deleting borrowers** as well | Also **Add borrower**, **Edit** and **Delete**. | Permissions are set on the [Users](/en/guide/management/users) page. Whoever performs a loan in the field must be assigned to the branch it happens in. ## Dangerous actions ::: danger Deleting a borrower cannot be undone **Delete** removes the borrower permanently. Check **Activity** first to make sure no equipment is still with them. ::: ## Related pages - [Equipment loans](/en/modules/equipment-loans) – run a loan and a return on the counting page end to end - [Users](/en/guide/management/users) – give an employee borrower management access - [Counting page](/en/guide/counter) – learn the scanning screen and the **Scan notes** setting - [Inventory counts](/en/guide/management/counts) – see loan scans as part of the branch count - [Integrations](/en/guide/management/integrations) – connect an ERP that receives borrower stock transfers