Rental Requests - 520

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ClosedIntroduction

May require advanced permissions

Rental Requests are designed to replace manual equipment requests communicated to a Rental Center by email, text message, telephone, or face-to-face conversation.

Once submitted, a notification can be sent to the appropriate employee of the Rental Center, so that a Rental can be created from the Rental Request.

Reference(s): Basic Rental Operation, Rental Items.

*See form tooltips for additional information.

ClosedTemplates

Rental Request Templates are groupings of Rental Items. Templates allow users to quickly add groupings of items to contracts without having to select each item individually.

Rental Request Templates can contain Products, Kit Types, a Name, Notes, and a Rent To employee.

ClosedInstructions
ClosedNew Rental Request

#

Step

Notes
1 Open Rental Request or Rental Requests and select New Rental Request.

 
2 Select an employee to Rent To. By default, that field displays the name of the logged-in employee.
3 Enter Check Out Date and Check In Date. Selected dates are used to provide item availability information. See availability info under the Products and Kit Types tabs.
4 Additional details: Add Notes and select a Cost Center, Project, or Shipping Address. Venue is determined by the selected Project.
5 Add Product Types. Requesters can be limited to requesting Product Types, a less granular alternative to Products.
6 Add Kit Types.  
7 Optional: Select Save to continue the Rental Request at a later time.  
8 Select Submit.  
ClosedManage Rental Request

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Step

Notes

1

Open Rental Requests to browse requests.

Requests are filtered by Service Center and grouped by Status (Submitted, Closed, Review, All).

2

Open a Rental Request by double clicking on it.

 

3

Edit Request Details: Cost Center, Status, Project, and more.

 
4

Add Rental Items: Products, Product Types, Kit Types, and more.

Edit Quantity to Book to adjust the quantity of items.

By default, the current asset will be selected.

5

Select Create Rental to open Request Items to be Rented.

 

6

Request Items to be Rented is used to adjust Rented Quantity prior to creating the Rental.

Rented Quantity can differ from Requested Quantity for multiple reasons. Example: Operations may determine more or less items are needed based on similar rental requests.

7

Select Create Rental.

 

8

Optional: Repeat steps 4 to 6 as many times as needed to create new Rentals. This allows splitting the Rental Request over several Rentals, as operational needs require.

Example 1: Five items are confirmed to be needed today while three items can only be confirmed later.

Example 2: Five items are in Service Center A and three items are in Service Center B.

In both examples two Rentals can fulfill the Rental Request.
ClosedCreating Rental Request Templates

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Step

Notes

1

Open My Rental Requests Templates.

 

2

Select New Rental Template.

 

3

Optional: Select a Rent To employee, add a Name, and enter Notes.

 
4

Select Add Products.

 

5

From Add Rental Request Template Products, select Search.

 

6

Drag-and-drop Products to the Rental Products tab.

 

7

Select Return.

Rental Products will be added to the template’s Requested Items tab.

8

Optional: Select Add Kit Types to add Kit Types to the template.

 
9

Select Save.

 
ClosedApplying Templates to Rental Requests

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Step

Notes

1

Open My Rental Requests (or Rental Requests).

 

2

From My Rental Requests, open a Rental Request.

 

3

From Rental Request, select Template.

 
4

Select a Rental Request Template.

My Templates – Rental Request Templates created by the logged-in user.

All – All Rental Request Templates.

5

Select Return.

Products and Kit Types will be added to the Rental Request under their corresponding tabs.

6

Optional: Double click a template to add it.

 
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