1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Rental and sales
  5. Rental order

Rental shop

The rental shop uses rental carts. Customers can add items to a cart and check out to create a rental order.

The rental cart supports the rental and sale of serialized and bulk equipment.

When you create a rental cart, you must define the customer and the rental duration in days.

After adding all lines and assigning serial numbers, check out the cart. It is added to a batch job queue.

Once the cart is processed, a rental order is created, and the packing slip is posted automatically.

You can monitor the process on the Rental shop transactions page in the Rental order management module.

The order then receives a Delivered status and can be invoiced according to the invoicing setup.


Rental clerk Rental clerk Start Start Create and check out cart for serial items Create and check out cart for serial items Assign a serial number to each line when adding serialized equipment to a rental cart. Each rental order line for serialized items must have a quantity of one. Create and check out cart for bulk items Create and check out cart for bulk items When adding bulk equipment to a rental cart, enter the item number and quantity to be rented. Create and check out cart for sales items Create and check out cart for sales items Set the order line type to Sales/Purchase when adding sales equipment to a rental cart. This is required if the item's default line type is set to Depends on order. End End Create Rental shop card for a worker Create Rental shop card for a worker 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. Procedure 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. Create rental shop delivery via rental cart or cockpit? Create rental shop delivery via rental cart or cockpit? Rental shop Delivery via Cockpit Rental shop Delivery via Cockpit The rental shop cockpit provides an overview of rental shop transactions. You can filter by shop card to view delivery and return transactions. From the cockpit, you can create new delivery or return transactions using the Action Pane. Transactions from the rental shop cart are also visible here. Transactions are processed in real time. The on-rent date is set when you process the delivery, and the off-rent date is set when you process the return. Procedure 1. Go to Rental order management > Rental shop > Rental shop cockpit. 2. On the Action Pane, click Manage. 3. Click Delivery. 4. In the Shop card ID field, enter or select a value. 5. In the Item number field, enter or select a value. 6. In the Site field, enter or select a value. 7. In the Warehouse field, enter or select a value. 8. Click Save. 9. Click Confirm. A transaction should be created successfully. 10. Go to Rental order management > Rental shop > Rental shop transactions. 11. Open Shop card ID column filter. 12. Enter a filter for your rental shop card on the "Shop card ID" field using the "begins with" filter operator. Note: There is no off rent date populated yet. On rent date is populated by current time and date as this is a transaction made in real time. 13. Close the page. Create rental shop return  through rental cart or cockpit? Create rental shop return  through rental cart or cockpit? Rental shop Return via Cockpit Rental shop Return via Cockpit You can create return transactions from the rental shop cockpit. Return options are based on the rental shop card, warehouse, site, and the number of items ready for return. The return date and time are processed as the off-rent date in the transaction. Procedure 1. Go to Rental order management > Rental shop > Rental shop cockpit. 2. On the Action Pane, click Manage. 3. Click Return. 4. Click New. 5. In the Shop card ID field, enter or select a value. 6. In the Item number field, enter or select the item you wish to return. 7. In the Site field, enter or select a value. 8. In the Warehouse field, enter or select a value. 9. Click Save. 10. In the Good quality field, enter a number. 11. Click Save. 12. Click Confirm. A transaction must be successfully created. 13. Close the page. Check out cart for Returning items Check out cart for Returning items Post rental shop transactions (Periodic job) Post rental shop transactions (Periodic job) Use this periodic job to process rental shop transactions for delivery and return. You can run it manually or schedule it to run in batch with recurrence. You can process delivery and return transactions either separately or together. Procedure 1. Go to Rental order management > Periodic > Rental shop > Post rental shop transactions. 2. Select Yes in the Process delivery transactions field. (If you wish to process Delivery transactions) 3. Select Yes in the Process return transactions field. (If you wish to process Return transactions) 4. Select Yes in the Batch processing field. (If you want to set this process in batch, if yes you can set up a recurrence for the batch) 5. Select No in the Batch processing field. (If you wish to manually process transactions now) 6. Click OK. Go to Rental shop transactions to check if the transactions have been processed. This is visible through a checkbox on the line of the transaction. Post rental shop transactions (Periodic job) Post rental shop transactions (Periodic job) Use this periodic job to process rental shop transactions for delivery and return. You can run it manually or schedule it to run in batch with recurrence. You can process delivery and return transactions either separately or together. Procedure 1. Go to Rental order management > Periodic > Rental shop > Post rental shop transactions. 2. Select Yes in the Process delivery transactions field. (If you wish to process Delivery transactions) 3. Select Yes in the Process return transactions field. (If you wish to process Return transactions) 4. Select Yes in the Batch processing field. (If you want to set this process in batch, if yes you can set up a recurrence for the batch) 5. Select No in the Batch processing field. (If you wish to manually process transactions now) 6. Click OK. Go to Rental shop transactions to check if the transactions have been processed. This is visible through a checkbox on the line of the transaction. Rental cart Cockpit Cockpit Rental cart

Activities

Name Responsible Description

Create and check out cart for serial items

Rental clerk
Assign a serial number to each line when adding serialized equipment to a rental cart.
Each rental order line for serialized items must have a quantity of one.

Create and check out cart for bulk items

Rental clerk

When adding bulk equipment to a rental cart, enter the item number and quantity to be rented.

Create and check out cart for sales items

Rental clerk

Set the order line type to Sales/Purchase when adding sales equipment to a rental cart.

This is required if the item's default line type is set to Depends on order.

Create Rental shop card for a worker

Rental clerk

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.

Rental shop Delivery via Cockpit

Rental clerk

The rental shop cockpit provides an overview of rental shop transactions. You can filter by shop card to view delivery and return transactions.

From the cockpit, you can create new delivery or return transactions using the Action Pane. Transactions from the rental shop cart are also visible here.

Transactions are processed in real time. The on-rent date is set when you process the delivery, and the off-rent date is set when you process the return.

Rental shop Return via Cockpit

Rental clerk

You can create return transactions from the rental shop cockpit. Return options are based on the rental shop card, warehouse, site, and the number of items ready for return.

The return date and time are processed as the off-rent date in the transaction.

Check out cart for Returning items

Rental clerk

Post rental shop transactions (Periodic job)

Rental clerk

Use this periodic job to process rental shop transactions for delivery and return. You can run it manually or schedule it to run in batch with recurrence.

You can process delivery and return transactions either separately or together.

Post rental shop transactions (Periodic job)

Rental clerk

Use this periodic job to process rental shop transactions for delivery and return. You can run it manually or schedule it to run in batch with recurrence.

You can process delivery and return transactions either separately or together.

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