Equipment Rental (Part 3 of 3)
Today, we are going to finish our talk on creating rental items in TransActPOS. As usual, we will list all of the steps first, and then we will go over the final steps in detail.
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Creating Rental Items in TransAct
Over the next few weeks, we will go through the process of creating rental items in TransAct. First, we will list the steps themselves.
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
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When these fields have been changed, click on the Prices tab to alter the pricing for this specific rental item. Here, you will need to enter the rental rates according to the item you just entered. If the item has meter hours, check the meter hours box and enter the appropriate hours for each rate. You can also designate the deposit, cleaning fee, damage waiver, turn around time, fuel charge, service ticket, and/or grace period on return. Once the fields have been entered, click Save to save the item to the inventory.
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| In order to receive items into your inventory for this new item entry, you must utilize the Adjust Qty option on the General tab. |
If you have any suggestions for future newsletters and/or feedback, please feel free to email us. Your feedback is what helps us grow and assist you as your Point of Sale software provider! For all after hours calls, please dial (270)821-0720. You will then be asked to press "9." This will connect you to the after hours phone. The "after hours" run from 5 p.m. - 8 a.m. CST Monday through Friday. Weekend "after hours" run from Friday at 5 p.m. CST to Monday morning at 8 a.m. CST. After hours covers all holidays, including Thanksgiving, Christmas, and New Years.
Your TransActPOS Team
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