Rent out equipment and get it back

Transcript

Select a time to play the video from that moment.

1. 0:01

   In this short video, we hand rented equipment over to a customer, and record its return. We start from an approved sales order for two rental items.

2. 0:19

   Go to Customers, Orders, Orders Reservation. Every approved order with rental items is listed here, with its rental period and status. Type the order number in the filter, and click Apply Filters.

3. 0:35

   Click the order to open its reservation. It shows each rented item, and how many are out with the customer or back. You can also download the issue and return note here, as a PDF or an Excel file.

4. 0:53

   When the items leave, click Dispatch. Enter the quantity going out, two, and confirm with Dispatch. The status becomes Dispatched, so everyone knows the items are with the customer.

5. 1:15

   When the customer brings them back, click Receive. Enter the quantity returned, two, and confirm with Receive. The status becomes Received, and the items are free to rent again.

6. 1:39

   Finally, the Rental Calendar shows every booking on its dates, one row per product. Check it before you rent something out, to make sure the item is free.

7. 1:49

   That's it. We opened the reservation, dispatched the items, received them back, and checked the calendar. Thank you for watching.