Setting up an individual item for rotation

These instructions explain how to set up an item for stock rotation (individually or as a group) in the item record.

To set up an item for rotation

1 Open an item record for editing and page down to the Stock Rotation page.

2 Do one of the following:
a If the item is going to rotate as part of a Stock Rotation group, specify which rotation group in the Rotation group field, and click Save.

Note: All other fields are overridden by the group information.

b If the item is going to rotate individually, leave the Rotation group field blank and continue with step 3.
3 In the Rotation route field, specify the route code for the route that the group will follow when the items rotate.

Note: You will not be able to specify a route code if you have not already created a Stock Rotation route. For more information, see Creating and editing a stock rotation route.

4 In the Start rotation date field, specify the date that the rotation will start if the status is set to “Active.”

Note: The date format should match the date format of your local workstation.

5 In the Start rotation route ord field, enter the location where the item will begin to rotate.

This field indicates at what point in the rotation route this item will begin to rotate. For example, if Branch A has an ord of 10, Branch B has an ord of 20, and Branch C has an ord of 30, you could specify “20” for this item to begin rotation at Branch B.

6 In the Status field, select one of the following options:

Option

Description

Inactive

No rotation will be done.

Active

Rotation is active and ongoing.

Completed

Rotation has completed.

7 In the End Rotation Action field, select one of the following options:

Option

Description

Repeat rotation

At end of rotation, the rotation starts over again.

Send item home

Items are returned to their home location when the rotation has completed.

Leave item at last location

Items stay at the last location on the rotation route.

8 In the Home Location field, enter the code for the item’s home location (library).

Note: If you do not specify a home location, the system will enter by default the current location of the item at the time the rotation starts.

 


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