Long-term Rental: View Rented Equipment

Pro

Use this procedure to view and track the equipment out on long-term rentals. This example is for piano rentals by the month; adjust for your needs.

To view the pianos out on rental:

  1. Display your sales order list.

  2. Select <Create Filter> from the filter drop-down and select "Rented" in the Status field.

  3. Select Apply to display only orders for equipment currently rented out.

Tip: Save the filter criteria if you view this list often, so that it is available with one click from the filter drop-down list.

 

image\rental_pianosout.gif

To view additional detail on rented pianos, including item detail, run a Sales Order report, filtered by the Status "Rented". Modify the report to include the columns and detail you wish to see.

 

Handle monthly billing statements

Filter lists

Sales order reports

Track sales orders by status

Long-term rental overview