Check out equipment and prepare a packing list

Check-out records which equipment leaves the business. It is separate from a delivery trip and from payment. Use the item list to count the units and accessories before handoff.

1. Open Rentals and find an Approved rental. Choose Product check-out from its actions.
2. In Record product check-out, review What will be checked out. Confirm the quantities and select individual assets or kit units when the rental tracks them.
3. Enter the actual Check-out date and time, then choose Confirm check-out. If some equipment will leave later, record only the units leaving now and return to the rental for a later check-out.
4. If packing lists are enabled, open the generated Packing list or use Documents to review or generate one for this check-out. Compare its items and quantities with the equipment on hand before printing.
5. If your business is delivering the equipment, open Check-outs → Deliveries and record or review the trip separately. If the customer picks up, record the counter handoff under your business's own procedure.

Note: A packing list is an item record, not proof that a customer signed a delivery acknowledgment. Have your legal advisor review any customer-facing delivery ticket or rental agreement before you use it. Check-out does not charge the renter's card.

Next: Check in a return, including a partial return.