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Rental Hire

 

Before creating new Rental Hire Items default settings need to be setup. These are outlined in the Admin Section of the Help manual under the following subsections.

 

Defaults

 

Manage Rental Hire Defaults

 

 

Settings / Rental Hire

 

- Manage Rental Hire Item Types

- Manage Rental Hire Item Sub Groups

- Manage Rental Hire Service Types

- Manage Rental Hire Statuses

 

 

Rental Hire Dropdown Menu

 

Access the Rental Hire drop down menu from  the top menu bar.

 

Note – the display name 'Rental / Hire' will be different if set up under the Long Description box in Admin / Defaults / Manage Rental Defaults.

 

 

 

 

 

 

 

Manage Rental / Hire

 

 

Rental Hire Control Bar

 

 

 

 

 

 

 

 

 

Creating a new Rental Hire Item

 

To create a new Rental Hire item select Create from the control bar. Select the Item Type being created.

 

 

 

 

 

 

 

Details

 

Enter the Item Code for this Rental Hire item along with the Description and Serial Number.

 

Enter a Hire Item Type, Group and Sub Group where required. Settings against each of these (setup in the Admin \ Settings \ Rental \ Hire menu) will be used in the set up of the Product.

 

The current Status of the item can be set and modified at any time. This setting will automatically be update as a hire is created and processed. The current status of the item is also displayed at the top right hand corner of the details screen. When an item is created the default Status will be Available for Hire.

 

The Location an item is at can be specified and updated manually from here.

 

The Default Hire Period can be specified for the Item. If it is set to *Default* it will use the settings against the Item Type, Group or Sub Group. If there are no settings against these the Default Selling Rate in Manage Rental / Hire Defaults will be used.

 

The ID Required tick box indicates if any Identification is required for hire of this item. Selecting the Setup IDs button will allow setup of the IDs required.

 

Those inherited from the set up of the Item's Type, Group and Sub Group will display in the top section of the pop up. Additional IDs required for this Item can be specified and will display in the bottom section.  

 

The Sell Prices and Cost information for the item is the same as that in the Pricing tab. Refer to below for more detail on this.  

 

The Purchase Price and Service Costs for the item can be entered. These values are manually entered in to total to an overall cost of the Item (Total Costs To Date).

 

The Total Income field will show Income produced from previous Hires of this item. The Net Income is the Total Income less the Total Costs To Date value and the Times Paid for value is the Total Income divided by the Total Costs To Date.

 

Pricing Detail shown is the same as that in the Pricing tab.

 

Additional detail shown in this section includes the Service Costs which is manually entered and the cost from any work having been done to maintain or repair the item.

 

 

Pricing Tab

 

Allows setup of the pricing structure for a Rental Hire item.

 

 

 

 

 

 

The Sell Prices Pricing Method can be set up for Hourly, Daily, Weekly and Monthly hire by selecting the radio buttons at the top of the screen. For each of these time frames rates and quantity breaks can be set for all active Price Levels.

 

The Latest Cost and Average Cost field values are set manually per Hire Period and used in Sales Analysis reports.

 

 

Settings Tab

 

Select appropriate Sales GL, Purchase GL and Closing Stock GL codes for the Product along with a GST rate in the Sell Tax and Buy Tax fields. The default settings will be those set up under the Admin / Defaults / Manage Financial Links menu or those set against the Product Group assigned to the Product.

 

 

 

 

 

 

A Sales GL ID can be set per item along with a Sales GST Rate.

 

If known, enter the items Weight, Size, Length and Width for freighting calculations.

 

Select the Allow Discounts Track Quantities box if the Product can be discounted when invoiced.

 

The item can be set to not be available by selecting the Stop All Hires tick box.

 

The Locations section allows setup of Bin Location and Sales GL IDs specific to the Location. For Invoices the Location specific GL ID takes priority over the Location GL ID then comes the Rental Hire Item GL ID.

 

Use the F9 key to look up GL IDs and the F8 key to copy data to all locations in the column.

 

 

Custom Fields Tab

 

Allows entry of Rental Hire Item information under user defined fields. Thirty fields are available and are set up per Rental Hire Item Type from under Admin / Settings / Rental Hire / Manage Rental Hire Item Types.

 

 

Public Notes Tab

 

For entry of general Notes associated with the Rental Hire item. Standard Descriptions can be added to the Notes section.

 

 

Internal Notes Tab

 

For entry of Rental Hire item related Notes that are meant for internal use. Standard Descriptions can be added to the Notes section. A Pop Up note can be set. This will pop up whenever the Rental Hire item is used.

 

 

Images Tab

 

Allows for multiple Images to be stored against the Item. Notes can be stored against each image.

 

 

Documents Tab

 

Allows links to be created to Rental Hire item related files residing on the User’s computer / network. The appropriate software needs to be installed on the user’s computer to open any document.

 

 

Additional Info Tab

 

Details relating to who the Item was Supplied By, its Warranty, who it is Financed and Insured with can be recorded.

 

 

 

 

 

 

Rental Hire Right Click Menu

 

Right mouse clicking on a Rental Hire Item in the Manage Rental / Hire screen will display the following menu:

 

 

 

 

 

 

Modify – Allows the User to edit the details for this Item.

 

Notes – Displays a Public and Internal Notes relating to this Item.

 

Extend Hire – Opens the Extend Hire screen for this Item.

 

Return Hire – Opens the Return Hire screen for this Item.

 

 

Create Hire

 

 

 

 

 

 

 

If the Customer account is set up as an Organisation a Contact will be asked for. The Contacts available in the list are those set up against the account. A new Contact can be added with these details being saved against the Customer account.

If there are no Pending Hires or an Individual was selected as the account the Hire screen will display.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

If a Hire like this is Processed the following message will display.

 

 

 

 

 

 

Details Tab

 

General Hire information is shown in the Details tab including Charge details for the Customer, Reference and Order number details.

 

 

Delivery Tab

 

Displays delivery information if required. This could be different from the Customer's address.

 

 

Notes Tab

 

An Invoice Title and Notes can be added to the Hire. These will display on the Hire document.

 

 

Custom Fields Tab

 

Eight custom fields can be used for the Hire. The Title for these are set from under the Invoice Fields tab under Manage Customer Defaults.

 

 

Acct Balance Tab

 

The Customer's Account balances can be viewed.

 

 

Payment Tab

 

Allows payment for the Hire to be setup before selecting Process.

 

The Hire can be saved for recall from the Pending Hire screen by selecting the Book button. A Booked hire will show in the Pending Hires screen with the Status bar in green,

 

 

 

 

 

 

and if the Mark as "Taken" when Booking option is selected marked as 'Taken' and show in yellow.

 

 

 

 

 

 

Selecting Hire will process the Hire while selecting Hire & Return will create the Hire and return the items all at the same time. If the Hire Date is prior to the current date the following message will display.

 

 

 

 

 

 

If ID requirements have been set up through the Rental / Hire settings or against the item an ID's Required screen will display when a Hire is Processed.

 

 

 

 

 

 

The list displaying covers all items on the Hire and so could require Multiple IDs. The ID type required and the item it is associated with display on each line (e.g. HT License, Digger).

 

For the Hire to proceed all IDs need to be selected from the tick box at the left hand side of the screen. Use the Check All option to select all items. Information about the ID can be entered if fields have been set up under Admin \ Settings \ Other \ Manage ID Types. If the ID displays in red it has been set up so that this information is required before the Hire can go any further.

 

Selecting the icon will display an image of the ID set up against the Contact for this ID Type. An image can be added through this screen using the Set Image option. If the Hire has been set to require a contact when hiring to Organizations (set up under the Manage Rental / Hire Defaults menu) the image will be saved against the contact otherwise it will be saved against the Organisation (i.e. under the Identification tab of the Customer account).

 

Selecting Process will prompt to print a hire document and confirm the Hire.

 

 

 

 

 

 

If the Customer has not any credit terms payment for the Hire will then be prompted for. If the Customer has credit then it will be charged to their account.

 

 

 

 

 

 

The Item's Status will be updated to show that it is On Hire and when it is due back.

 

 

 

 

 

 

If an item is already on Hire (Booked or Hired) over the time set for a new Hire then a pop up will display indicating this and detailing the existing Hire details. This helps prevent double bookings on an item.

 

 

 

 

 

 

Return Hire

 

To process the Return of an Item select Return Hire from the Rental / Hire drop down menu or CTRL + R.

 

The Hire Return Lookup screen will display all items that on hire.

 

 

 

 

 

 

Locate the required Item, highlight it and select Recall. This will display the Return screen.

 

 

 

 

 

 

The top grid of this screen relates to items being returned, and the bottom grid to additional items purchased or additional charges (e.g. a late return).

 

Firstly select the Return check box. All items can be selected by using the Return All button.

 

The system will check to see if the item is late or early. If it is late a popup box will display asking if a late fee is to be charged.

 

 

 

 

 

 

The late charge fee will be added to the Charges / Items Purchased section using the Late Fee Product code set up under the Rental /Hire Defaults. This charge can be allocated to an Item by entering its code into the Allocate To Item field. This can also be done by selecting from the dropdown options available. The list displaying is for those items being returned.

 

 

 

 

 

 

The income from this charge will be added against the selected item and be included in its Total Income value.

 

Additional Products can be added in to the Charges / Items Purchased section by typing the Product Code into the Code field or using F9 to look up a Code.

 

If the Customer had paid a deposit this would be recalled and credited against the item overdue fee.

 

Selecting Process will complete the process and produce a document to cover the extra charges.

 

If charges have been added when processing the return a payment will be asked for. This may be a refund if a security deposit was initially paid.

 

 

 

 

 

 

If logged in as a POS user the POS Payment screen will display instead (for a Cash Customer).

 

 

 

 

 

 

For Customers with credit terms the following screen will display if logged in as a POS user.

 

 

 

 

 

 

The Status of the item will be set to Available for Hire when it is returned.

 

 

 

Extend Hire

 

A Hire that a payment has already been processed for can be extended. This can be done per item on the Hire.

 

 

 

 

 

 

From the Extend Hire screen select Recall to open the highlighted Hire.

 

 

 

 

 

 

Click on the row of the item that is to be extended to display a pop up box allowing entry of the new date.

 

 

 

 

 

 

The left hand column displays the current setting against the item while the right hand column allows entry of the new details. The Additional Charge due to this extension will display at the bottom of the screen. Use the Reset button to reset the New / Extended Details back to the Original Hire Details.

 

Selecting OK will update the Hire with the new details.

 

 

 

 

 

 

The Extended line will display in grey.

 

Do this for each item having its Hire extended.

 

The Return Dates for these extended items do no need to be the same.

 

Selecting Process will create a new Hire document for the extended items.

 

 

 

 

 

 

Note: If the Customer is set up as Cash terms a payment must be processed to complete the extended hire. If the Customer account has credit terms then the additional charges will be charged to their account.

 

The original Hire and the new extended Hire can both be further extended if required.

 

 

Pending Hires screen

 

If a Hire is created then Saved it will be available to be recalled from the Pending Hires screen. Select Edit to open the highlighted Hire.

 

 

 

 

 

 

Scheduler

 

 

 

 

 

 

 

Time bar images

 

The colour of the bar will be that set against the Hire Status.

 

 

 

 

Overdue hires will display with a Red fill.

 

 

 

 

Hires that have only been Saved (not yet Processed) display in the following colour.

 

 

 

 

Hovering the mouse over the Hire entry will display all of the text against it.

 

 

 

 

An arrow or indicates a Hire agreement has been scheduled prior to or after the current time displayed on the scheduler.

 

The image indicates the currently selected line.

 

The dotted vertical red line indicates the current day and time

 

 

Filtered Search

 

The Filtered Search option allows location of a specific Item of range of items. By using the dropdown box the search can be limited to items of a certain Status.

 

 

 

 

 

 

The Refresh button is used to manually refresh the scheduler. Note: the Scheduler auto refreshes when you click off then back on to it.

 

The Filtered Search text can be cleared by selecting the icon.

 

 

Scheduler Controls

 

The Calendar arrows can be used to navigate to the required month. Clicking on a day will set the calendar focus to this date.

 

Selecting the Today icon will bring the focus of the calendar back to the current day. The focus date for the Scheduler is displayed to the right of this e.g.; .

 

The radio buttons allows selection of different time frame views for the Scheduler.

 

 

 

 

 

 

- Normal Hours displays as per the Hire Defaults normal hours for the selected day.

- Days displays the selected day plus one day either side of selected day.

- Weeks displays in a week time frame with the focus on the selected day.

- Months displays in a month time frame with the focus on the selected day.

- Scheduled displays time frame that covers all Scheduled Hires

- 24 Hours displays the 24 hours for the current day.

 

The left and right Arrows increment the selected date

 

The Map distance spinner is used to zoom in or out of the displayed time frame.

 

Double clicking on the Description, Code or Serial field for an Item will open its modify screen.

 

An image of the selected item and details on the highlighted hire display in the footer section of the screen.

 

 

 

 

 

 

Reminders

 

 

 

 

 

 

 

SMS Templates for both Bookings and Returns can be set up under Admin \ Settings \ Other \ Manage SMS Templates.

 

 

Update Prices

 

The Update Prices option allows prices for a range of Rental / Hire Items to be updated.

 

 

 

 

 

 

Reports

 

The following reports are available for Rental Hire items:

 

 

 

 

 

 

Note: Sales from the Hire of items can be reported on from the Customer Sales Analysis reports.