Record a pickup and a return

When the customer collects the items, record the pickup. When they bring them back, record the return, with anything damaged or missing. Then close the rental.

Steps

1. Open the rental. The Rental overview lists today's pickups; click the order.

   

2. Record the pickup. Under Pickup, check the quantity the customer takes and click Record pickup. The items leave the warehouse but stay your stock. The rental is now Picked up.

   

3. When they come back, fill in Return. Back is how many came back, Damaged how many of those are damaged, and Missing how many are lost.

   

4. Click Record return. The items are back in the warehouse (missing ones are written off). With damage or loss you can add a charge and say what happened.

   

5. Close the rental. Click Close rental and confirm. A held deposit can pay what is still due; the rest is refunded.

   

Tip Customers can pick up or return part of an order: record what they take or bring now, and the rest later.

Good to know

• A pickup or return after its planned time shows in red, and a late return adds the late fee.
• Rental agreement prints the order with the customer's details, dates and terms, ready to sign.