88 lines
5.0 KiB
HTML
88 lines
5.0 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: Inventory and Preferences</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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<style title="hcp" type="text/css">
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font.hcp1 { font-weight:bold; }
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font.hcp2 { font-style:italic; }
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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: Inventory and Preferences</p>
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<p class="Help-Text"><a href="custorder_longrental_notes.htm">Tips and Notes</a> <font color="#C0C0C0" class="hcp1">|</font> <a href="custorder_longrental_rentout.htm">Rent Out Equipment</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 set up inventory and preferences to track long-term rentals. This example is for piano rentals by the month; adjust for your needs.</p>
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<ol start="1">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Add your rental pianos as an inventory item in the normal manner, recording the actual cost and a sales price (not rental price). This adds the pianos value to your inventory and allows you to sell the pianos at any time by listing this item on a sales receipt.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Create a second inventory item, with the same quantity, called "Rental Pianos", with a cost and price equal to zero. You will list this item on a sales order when renting out a piano.</p>
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</li>
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</ol>
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<p class="Help-Indent"><font class="hcp2">Unit Tracking:</font> If you want to track rentals by specific unit, identify each unit with a unique serial number and select the <font class="hcp1">Serial Number Tracking</font> field in inventory for this item.</p>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Define a service item with a description of "Piano Rental Charge", with a cost of $0 and a price equal to one months rental charge.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">If you require a security deposit on rented pianos, set up another service item in inventory called "Piano Rental Deposit" with a $0 cost and the required deposit amount as the price.</p>
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</li>
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</ol>
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<p class="Help-Indent"><font class="hcp2">Tip:</font> You can map each of these items to the QuickBooks financial software income account you prefer on the Additional Info tab of the item form. See the <a href="custorder_longrental_notes.htm">note</a> about posting the security deposit amount.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Indent"><img src="../image/rental_inv_piano.gif" alt="image\rental_inv_piano.gif" title="image\rental_inv_piano.gif" width="400" height="96" border="0"></p>
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<p class="Help-Text"> </p>
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<ol start="5">
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<li class="p-Help-Steps">
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<p class="Help-Steps">On the Sales Order page of <a href="../qbpos_company_preferences/sysprefs11.htm">company preferences</a>:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Define a custom sales order status of "Rented."</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">If you completed Step 4 above, set your sales order deposit requirements to something other than "Require an Initial Deposit."</p>
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</li>
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<li class="p-Help-Nested-List">
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<p class="Help-Nested-List">Optionally, define a printed sales order message, such as your policy on equipment damage, late charges, or injury liability.</p>
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</li>
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</ul>
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<ol start="6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">On the Financial page of company preferences, select the option to send receipts and vouchers with <span style="font-weight: bold;">D</span><font class="hcp1">etailed Item Descriptions</font> to your QuickBooks financial software.</p>
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</li>
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</ol>
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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="../qbpos_inventory/inven402.htm">Add inventory items</a></p>
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<p class="Help-Text"><a href="../qbpos_inventory/inven_service_items.htm">Use service items</a></p>
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<p class="Help-Text"><a href="../qbpos_basic_procedures/basic_serial_number.htm">Serial number tracking</a></p>
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<p class="Help-Text"><a href="../qbpos_company_preferences/sysprefs11.htm">Sales order preferences</a></p>
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<p class="Help-Text"><a href="../qbpos_qb_data_exchange/financialexchange_itemaccounts.htm">Map item financial accounts</a></p>
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<p class="Help-Text"><a href="../qbpos_qb_data_exchange/qbdata13.htm">Send detailed descriptions to QuickBooks</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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