Short-term Rental: Record Equipment Returns

View Equipment Out | Rental Returns | Notes

Pro

Use this procedure to record the return of short-term rental equipment. This example is for bicycle rentals by the hour; adjust for your needs.

To record the return of a rental bicycle:

1. Open the sales order created when the rental was made.

Tip: Filter the sales order list for orders made "Today" to quickly locate the sales order.

2. Delete the Rental Bicycle item from the sales order and, if necessary, edit the rental charge quantity if the actual rental time was different than planned.

3. Select S ell Items from the I Want To menu, and then choose S elect All and C ontinue in the Select Items to Sell dialog.

Just the rental charges are listed on the sales receipt.

4. Apply the deposit taken previously as payment on the receipt and enter any additional amounts or change due from/to the customer.

5. Save/print the receipt.

The sales order status is automatically changed to "Closed" and will no longer be displayed when viewing the bicycles out on rental. Deleting the rental bicycle from the sales order before selecting S ell Items ensures that you dont accidentally sell it and makes it available for the next rental.

Related Topics

Locate a sales order

Filter a list

Sell sales order items

Edit a sales order

Track sales orders by status

Short-tern rental overview