Create a rental shop card for any worker who uses the rental shop functionality in the cockpit. The card links to the project and worker set up in the system. You must activate the card before use. All transactions for that card are processed using a single rental order.
| 1. | Go to Rental order management > Rental shop > Rental shop card. |
| 2. | Click New. |
| 3. | In the External reference field, type a value. |
| 4. | In the Project ID field, enter or select a value. |
| 5. | In the Worker field, enter or select a value. |
| 6. | In the From date field, enter a date. |
| 7. | In the To date field, enter a date. |
| 8. | Click Confirm only. |
| 9. | In the list, find and select the desired record. |
| 10. | When the card is ready to be used, Click Activate in the Action pane. |
| 11. | Once the card has been used, view the rental transactions on the card. Click Rental shop transaction in the Action pane. |
| Related to | Notes |
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Rental shop |
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