Working in Rental company required to register items which are intended for rent. In Rental App are 3 ways how to create rent item:
create Rent Item from Item
create Rent Item from Fixed asset
create Rent Item manually
Create Rent Item from Item or Fixed Asset
In section Actions click on button Rent Item. Remember, that before creating Rent Item from Item or Fixed asset you have to be sure that Item or Fixed Asset are already created, for more information see How to create Item and How to create Fixed Asset.
After clicking you will see Rent Item Card, which consists parts as General, Rent Item,Insurance and Management.
In section General No. of Rent Item is generated automatically according to numbering.
During creating Rent Item is important to distinguish between Items and Fixed Assets.
In case you want to create Rent Item from Item, search in field Item No.
In case you want to create Rent Item from Fixed Asstet, search in field Fixed Asset No.
Note:
The field Rent Item situated on Item or Fixed Asset Card must be turned on. If it's turned off, the Item or Fixed Asset can not be rented!
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
If we have available such items, which have following parameters
Rent Item = Yes, Max. Rent Item Count ≤ Quantity 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:
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
at the same time, the entry will be created into to the Package Item table
Import Rent Items from Fixed Asset
This function finds all Fixed Assets that have setup Rent Item = YES and Rent Item Created = NO, of course it has to be active and not blocked Fixed Asset:
After clicking on Actions/Import from FA
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
Note:
For creating new rent item, don't forget to fill Tariff Group, Tariff Subgroup and Pricelist Code.
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.
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).
