Returning Equipment from Rental

Returning Equipment from Rental

Once equipment is returned from a rental, you must return the equipment in RentalDesk. This process is very similar to dispatching equipment using the warehouse mode.

You will open an existing equipment list in which equipment has been dispatched and choose to either create a new Returns Note or Return equipment to an existing Returns Note

This will bring up the returns form:

The Sent column shows the quantity that is currently out. If any equipment has been scanned out using barcodes, the number in the sent column will appear in bold.

This Rtn'd column shows how many have been returned. Click your mouse on the equipment type description to check in the equipment. As you do this the Sent column will begin decreasing until it reaches zero, which indicates the order for that type has been returned. The type will then change to italics to indicate that the order is returned as shown:

You can also begin scanning your barcodes or you can type in the barcode number into the barcode window. RentalDesk will look up the type and mark it as returned on this return note.

As you scan, the History of what you scanned will appear in the History window.

To view the specific barcodes that have been scanned or if you make a mistake, click on the barcode column for that type.

If you need to remove a barcode, press the Remove button.

Once you have completed scanning all your barcodes, press the

button. Once you have completed returning equipment, the Sent will show 0's, the Rtn'd column will be complete, and all equipment will appear in italics.

Note: If you scan an item out using its barcode IT MUST BE SCANNED BACK by typing or scanning its barcode. This is because the computer cannot know which items have been returned in this instance.

NOTE: If you return an item by barcode that is not on the current list, such as the situation where several shows worth of equipment have been dumped in a pile, the system will return the correct equipment to the correct list and will create returns notes for each list as necessary.

Once you have created your Return Note, you may want to print some information such as a delivery note or a list of barcodes. To print information from a return note.

File >> Print >> Data Panel >>   Delivery Note
   Delivery Note - Barcodes
   Goods In Note

Once the form previews, you will be presented with some options in the data action buttons.

Print

This button will take you to the print dialogue box which will then print the invoice to your printer.

Copy This button will copy the contents of the invoice to the clipboard, which will allow you to paste the contents into other applications.

E-mail This button will open the e-mail dialogue which allows you to send the invoice as an attached pdf document or other formats.

Export This button will open the document export dialogue box, which will allow to export the contents of the invoice into other formats such as rich text format (rtf), HTML, Excel, PDF, JPG, GIF or BMP.