Partial Check-ins: Efficiently Handle Incomplete Returns

Partial check-ins in Shelf allow you to process asset returns flexibly, even when not all items from a booking are returned at once. This powerful feature streamlines your workflow by letting you check in assets as they arrive, while keeping track of what's still outstanding.

Click on 'Check in' on an active booking to select a check-in mode

What are Partial Check-ins?

When someone returns only some of the assets from their booking, partial check-ins let you:

  • Check in available assets immediately without waiting for missing items
  • Keep bookings active until all assets are returned
  • Maintain accurate inventory status with context-aware asset states
  • Track which assets are still outstanding with real-time progress monitoring
  • Handle complex multi-booking scenarios where assets exist in multiple bookings

Think of it like a library system - you can return some books while keeping others checked out under the same loan, with intelligent tracking of each item's status across all your active loans.

How Partial Check-ins Work

Three Ways to Perform Partial Check-ins

Quick Check-in (Dropdown)

  • Checks in all remaining assets at once (traditional method)
  • Intelligently skips assets already checked in from previous partial sessions
  • Use this when all remaining assets are being returned together
Clicking 'Quick check-in' will check-in all assets of the ongoing booking at once, as a batch.

Explicit Check-in (Scanner)

  • Opens a dedicated scanner interface for selective asset check-in
  • Features real-time progress tracking and booking context
  • Perfect for partial returns with physical verification of each item
  • Mobile-optimized with responsive progress display
Your phone camera, webcam or external barcode can be used to check-in assets via asset labels

Bulk Selection (Actions Menu)

  • Select specific assets from the booking list using checkboxes
  • Choose Actions > Check in to process only the selected items
  • Ideal when you want to check in specific assets without scanning
  • Supports both individual assets and entire kits
Manually select individual assets, kits or mass-select assets for checking-in

Using Explicit Check-in (Scanner Method)

  1. Access the scanner: Click "Explicit check-in" from the check-in dropdown
  2. Smart booking context: Scanner opens with booking details and progress bar at the top
  3. Scan returned assets: Use your device's camera to scan QR codes or barcodes
  4. Real-time validation: System validates each scan against booking contents and prevents conflicts
  5. Progress tracking: Watch the progress bar update with percentage completion
  6. Auto-completion: Booking automatically completes when last asset is scanned
Use an external barcode reader to check-in assets related to your booking

Using Bulk Selection (Actions Method)

  1. View the booking: Navigate to the booking detail page
  2. Select assets: Check the boxes next to assets being returned
  3. Access Actions menu: Click the Actions dropdown in the toolbar
  4. Check in selected: Choose "Check in" from the Actions menu
  5. Confirm action: The selected assets will be checked in and marked as available

Bulk Selection Benefits

  • No scanning required - perfect for damaged QR codes or when scanning isn't practical
  • Visual confirmation of exactly which assets you're processing
  • Works with both individual assets and complete kits
  • Instant processing without needing to navigate to scanner interface

Asset Status Intelligence

The system now features context-aware status management that handles complex scenarios:

Multi-booking Asset States

  • Assets can exist in multiple bookings simultaneously
  • Status displays are context-aware based on which booking you're viewing
  • An asset might be "Available" in one booking context but "Checked Out" in another

Smart Status Labels

  • "Already checked in": Shows for assets that have been returned in active bookings
  • "Available": Asset returned and ready for new bookings
  • "Checked out": Asset currently in use in this booking context

Best Practices

Choosing the Right Method

You can combine check-in methods, they all have their benefits. Read about them below.

Use Explicit Check-in (Scanner) when:

  • You need physical verification of each item
  • Processing returns incrementally as they arrive
  • Working with mixed kit returns
  • QR codes are easily scannable

Use Bulk Selection (Actions) when:

  • QR codes are damaged or hard to scan
  • You prefer working from a visual list
  • Processing specific items from paperwork or notes
  • Quick selection of multiple items at once

Use Quick Check-in when:

  • All remaining assets are being returned together
  • Fast processing is priority
  • You've verified all items are present

Continue Learning

Ready to dive deeper? Check out these related articles:

Need help getting started? Contact our support team or schedule a demo to see the complete partial check-in system in action with your specific use case and multi-booking scenarios.

Table of contents

Continue learning

No articles found
Filter
Clear
Categories
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.