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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