NOTE: All items (that have not been previously set aside) will automatically be checked in when a project reaches the ‘Post Event’ state. Learn more about the project timeline here.
Why are items automatically checked in? Well, it's extremely important that Goodshuffle Pro indicate conflicts to prevent double bookings. If you had to manually check in all items, and you just hadn't gotten to it yet, the system would start indicating conflicts everywhere which would make it very hard to know what conflicts were "real".
How do you mark things as not back if they don't return on their planned date? Simply change the Logistics or Line Item group dates to extend the timeframe from the contract-level of the project. Now the auto-check in won't occur until the newly indicated date.
To check in your items early:
Access the fulfillment tab of the project in question and select the 'Check In' tab to expose the check in controls.
Find the item(s) you would like to check in and use the ‘+’ or ‘All’ buttons to check the item in one-at-a-time or all-at-once, respectively.
You can also use the input box to type in the quantity you want to check in. Finally if you need to reduce the amount checked in you can use the ‘–’ or None buttons.
These changes will dynamically update the Check In count at the top of the page as well:
If you are not able to access the check in controls it may be for a few reasons:
- The contract has not previously been signed, and therefore the system assumes it's not happening.
- The project is not ‘In Progress’. Read more about the ‘Project Timeline’ here.
- The project is ‘Post Event’ and everything has been auto-checked in (the default setting for all projects).
Or you can also read about what items can and cannot be check in here.