Terminology
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Attached Items | Attached items are a list equipment types that have been associated with another (master) Type. When you add the master Type to an equipment list then all the Attached Items that you have associated will either be automatically added or prompted for, accordingly to how you have configured them. For example might be associating a mic stand and XLR cable with a Shure SM57 Microphone. When defining your list of Attached items you have various options available to you, like whether or not they should be charged for.
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Barcode | A Barcode is specific piece of equipment. Within the Type Crown MA-2400 power amplifier, you might want to identify a particular amplifier using a barcode. It must have a unique identifier associated with it and this is normally, though not necessarily, a barcode. If not an actual barcode, the unique identifier will be some sort of stock number. Barcodes can be scanned out on jobs and their rental history tracked. Other specific things about a piece of equipment can be recorded at the Barcode level, e.g. serial number and purchase date.
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Category | Categories are the second level classification RentalDesk will use to manage and sort your inventory. You might have Amplifiers as one category and Dynamic Microphones as another.
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Conflict | A Conflict is another equipment list that has reserved the same equipment, such that you will have a shortage during the same time period.
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Dispatch | To dispatch equipment means to send it out on a job. Equpment on a single rental list can be dispatched in stages (if required) with the items being dispatched appearing on new or existing a dispatch notes, according to preference.
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Equipment list | A list of equipment associated with a job. A Job can have as many equipment lists as required and each list has hire dates and a status that are independent of the Job Header information (which is the default for a list when it is created). The equipment list is where you add the items for the rental your are preparing. All matters to do with rental (discounts, notes, etc) and entered here.
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Job | A Job is an event for a customer. A Job can be a single equipment rental or a special event with multiple equipment lists.
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Master Category | Master Categories are the first and most broad level of description RentalDesk will use to manage and sort your inventory. Master Categories contain one or more categories.
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PopStock | The Equipment Selector, which displays your inventory and the availability during your equipment lists date period. Equipment must be entered into your inventory through the Equipment Book before it can be displayed in the PopStock Window.
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Price Scheme | A price scheme is a charging structure used to determine the total rental price of a piece of equipment depending on the length of the rental.
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Reports | The Printed forms that are generated by RentalDesk. These can be edited to suit your requirements using the build in Report Designers
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Scan In/Out | The process of recording that a unique item has been dispatched or return on a job. A physical barcode may be actually scanned, or a unique identifier (still referred to as the 'barcode' in RentalDesk terminology) may simply be typed into the appropriate form for processing the 'scan'
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Status | Jobs, and each of the job's equipment lists have one of five statuses. The Cancelled status means the event is not happening and all information about that even is disregarded. The Quote or Provisional status implies that the equipment will still available for allocation to other jobs. Confirmed and Completed statuses imply that the equipment is booked and is not available for other rentals during the specified time. It is important to keep the status updated since this directly affects the availability of equipment for all customers.
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Stock List | Your Inventory, i.e. he list of equipment you own. You edit your Stock List by using the Equipment Book. An import facility for your Stock List is available from the Configuration Book if you already have this information stored in a spreadsheet.
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Sub Rental | A special type of equipment list that books in equipment from a supplier for a specific time period, thus temporarily increasing your stock availability in order to manage conflicts caused by over-booking. You can raise purchase order from a subhire in order to officially request items from your supplier.
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Type | A Type of equipment normally refers to a manufacturer and a model number and could be swappable with any other product that has the same function and features. An Example of a type would be a Crown MA-3600 Power Amplifier. This might be placed within the category Amplifiers, where Amplifiers was within the Master Category Sound.
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Type Code | TypeCodes are barcodes that represent a type of equipment instead of a specific item or serialized piece of equipment. On an equipment list during the check out process, it is possible to scan this typecode with your reader. You would typically associate TypeCodes with Types that do not need to be individually tracked, such as cables. TypeCodes simple aid the process of dispatching equipment with a barcode reader.
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