89 lines
4.8 KiB
HTML
89 lines
4.8 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Long-term Rental: Rent Out Equipment</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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font.hcp1 { font-weight:bold; }
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span.hcp2 { font-weight:bold; }
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-->
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Long-term Rental: Rent Out Equipment</p>
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<p class="Help-Main-Topic-Links"><a href="custorder_longrental_notes.htm">Tips and Notes</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_longrental_viewrented.htm">View the Equipment Out</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_longrental_returns.htm">Rental Returns</a></p>
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<div>
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Text">Use this procedure to rent out long-term rental equipment. This example is for piano rentals by the month; adjust for your needs.</p>
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<p class="Help-Info-Line">To rent out a piano:</p>
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<ol>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Make sure you have defined the piano rental inventory items and preferences as described <a href="custorder_longental_invpref.htm">here</a>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Start a new sales order:</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Set the <font class="hcp1">Status</font> field to "Rented"</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">List a "Rental Piano" item with a quantity of one. Also, enter the serial number, if set up to prompt for it.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">List the "Piano Rental Charge" item with a quantity equal to the total rental period anticipated (number of months, the number you enter isnt important, you can edit it later to add or remove months).</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">List the "Rental Piano Deposit" item on the order, if applicable.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">List the customer information. Make sure the customers record is flagged "Use with QuickBooks".</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Record other pertinent information (delivery, etc.) in the Instructions field.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp2">S</span><font class="hcp1">ave</font>.</p>
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</li>
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</ol>
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<p class="Help-Indent"><font style="font-style: italic;">Note:</font> Depending on your sales order deposit preference settings, you may be prompted to enter a deposit. If you listed an equipment deposit item on the order, enter $0 as the deposit amount. The deposit item amount will be applied in the next step.</p>
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<ol start="10">
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<li class="p-Help-Steps">
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<p class="Help-Steps">With the sales order displayed, select <span class="hcp2">S</span><font class="hcp1">ell Items</font> from the sales order I Want To menu.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">In the Select Items to Sell dialog, enter 1 in the <font class="hcp1">Doc Qty</font> column for each item (Rental Piano, Piano Rental Charge, and Piano Rental Deposit, as applicable). This will create a receipt charging the customer for the equipment deposit and the first months rental charges.</p>
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</li>
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</ol>
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<p class="Help-Indent">"Selling" the rental piano itself will reduce the quantity of this item in inventory, so you can tell at a glance if you have additional pianos available to rent. However, since it has a cost and price equal to zero, "selling" it has no effect on sales or inventory value.</p>
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<ol start="12">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Accept payment and update/print the receipt for the customer.</p>
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</li>
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</ol>
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<p class="Help-Text">You can also print the sales order for the customer, if desired. You may do this so the customer has a record of the anticipated length of the rental, the total estimated charges over the rental period, and any information you have entered in the <font class="hcp1">Instructions</font> field.</p>
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<p class="Help-Text"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="custorder_longrental_billings.htm">Handling monthly billing statements</a></p>
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<p class="Help-Text"><a href="custorder_create.htm">Create a sales order</a></p>
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<p class="Help-Text"><a href="custorder_printing.htm">Print a sales order</a></p>
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<p class="Help-Text"><a href="custorder_longterm_rentals.htm">Long-term rental overview</a></p>
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</body>
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</html>
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