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Import Rent Items from Items

 

You have ability to make bulk import of Rent Items from Items via following function available on Rent Item Card/Actions/Import/Import from Item (Fixed Assets)

menu.png

 

If we have available such items, which have following parameters 

  •  Rent Item = Yes, Max. Rent Item CountQuantity on Hand

    and Rent items were not yet created from all of available amount saved in field Max. Rent Item Count, then clicking on button Import Items creates:

  1. detected missing number of Rent Items (without tariff group, tariff subgroup, pricelist), e.g. if Max. Rent Item Count = 100 and the detected number of Rent Items already created is 89, import function creates 11 new Rent Items 

  2. at the same time, the entry will be created into to the Package Item table

 

After running an import function, confirmation message appears

rent items created.png

In Rent Items list is possible to see created items without pricelist setup

rent items created in rent items.png

Import Rent Items from Fixed Asset

This function finds all Fixed Assets that have setup Rent Item = YES and Rent Item Created = NO, that are active and not blocked

FA.png

 After clicking on Actions/Import from FA

menu.pngfa create.png

it will be created ONE Rent Item for each Fixed Asset found (without tariff group, tariff subgroup, pricelist ). Tickbox Rent Item Created will be changed to YES

rent items.pngrent item created..png

 

Note:

For creating new rent item, don't forget to fill Tariff Group, Tariff Subgroup and Pricelist Code.

Groups.png

Create more Rent Items with Pricelist setup

If you want to create more rent items just in a few clicks, click on Import Items with Setting.

Import_items_mass.png

Then choose the Item, from which you want to create Rent Item, define the tariff group, subgroup, pricelist and other data. Also enter the number of Rent Items, which have to be created (the system check the maximum rent item count from item card).

setting.png

Follow up:

How to create Item

How to create Fixed Asset

How to create Rent - workflow

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