Prepare Rental Check Out - 502

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ClosedIntroduction

Prepare Rental Check Out provides an optional rental preparation workflow for users that want to prepare Rental Items prior to the Check Out.

Example: A clerk prepares a rental by removing items off shelves, checking them out, and placing them in a secure area of the Rental Center until the rental is picked up. This workflow is particularly useful for larger rental bookings.

A preparation date (Preparation Start Time) can be set in the Rental to notify users that the Rental is ready to be prepared. When the current date/time exceeds the Preparation Start Time the Check Out will appear under the Check Outs Ready for Preparation tab.

Reference(s): Perform Rental Check Out.

*See form tooltips for additional information.

ClosedInstructions
ClosedPreform Rental Check Out
# Step Note

1

From Rentals, open Rental Details .

  

2

 Select Prepare Check Out.  

3

Set Rental Items (Products, Assets, Kits, Skids) to Prepared. Options:

  • Enter a Barcode / Number and select Scan. The matching item is automatically marked as Prepared.
  • Select the Prepared check box on the item.
  
4 Optional: To submit a Shipment, select Create Shipment, enter Shipment details, and Submit.  
5 Optional: Select Save to continue preparing the Rental at a later time.  
6 Select Finalize to complete the preparation of the Rental.  
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Reference(s): Perform Rental Check Out.

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