Creating Rental Items (Part 2)
Just so you're not holding down the "Add" button for a week straight, we figured we would send out part 2 of 3 now so that you can finish creating the rental item and practice creating new ones. Once again, here are all of the steps:
1. Click IC | Inventory File
2. Click Add
3. Enter the following information: Item ID, Item Description, Vendor, and Vendor Part Number
4. Click Save
5. Click Edit
6. Change the Item Type to Rental and the Matrix to Serial (only if the item is serialized)
7. Click the Pricing tab and enter the prices for the rates
8. If the item has a meter, check the Meter Hours box and enter the appropriate hours for each rate
9. If the item has a deductible, enter either a percentage or a fixed rate
10. Click Save to finalize the changes
The detail listed below concentrates on steps 3-6.
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Creating Rental Items (steps 3-6)
Using the New Item Wizard, enter the Item Number, Item Description, Vendor, and the Vendor Part Number. Click Save to save this item to the Inventory file. Once you are back to the Inventory screen, click Edit to make this new item a Rental item. The main fields to change is the Item Type (to Rental) and Matrix (to Serial ONLY if the rental item is serialized).
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Tune in next week for the final steps!
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If you have any suggestions for future newsletters and/or feedback, please feel free to email me. Your feedback is what helps us grow and assist you as your Point of Sale software provider!
Your TransActPOS Team
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