How to Pick Up a Rented Product in the Rental Module?
Once a rental order is confirmed and the customer arrives to collect the product, follow these steps to complete the pickup process:
1) Go to the "Rental" module by clicking on its icon in the main dashboard or using the application menu.
2) Inside the Rental module, find the "Rental Order" Dashboard.
Now, click on the "Create" button
3) Upon clicking the Create button, the system should navigate the user to the Rental Order Form View page for creating a new Rental Order.
Customer Details: Select Customer, Invoice Address, Delivery Address, and Quotation Template.
Quotation Information: Set Expiration Date, Quotation Date, Pricelist, and Payment Terms.
Order Lines: Add rental products, quantity, unit price, taxes, discounts, sections, or notes.
Add a Product: Click on "Add a Product". A new product line will be displayed. Then, select "GLS 450 4MATIC" from the Product dropdown. Once the product is selected, the Rent a Product dialog box will appear.
Used to select rental dates, check availability, calculate charges, and add the rental product to the Rental Order. Now, Click on the "Save" button.
4) Click the Confirm button. Once clicked, the Rental Order will be confirmed and its status will be updated accordingly.
5) Click on the Pickup button. Once clicked, the Validate a Pickup dialog box will be displayed.
6) View the Validate a Pickup dialog:
Note: Before validating the pickup process, verify that sufficient stock is available for the selected rental product.
Current Product Stock details: Go to Rental → Products.
7) Now, click on the "Validate" button to validate the pickup process.
8) The Rental Product Pickup has been completed successfully.
9) Verify Product Stock.
Note: After the product pickup is completed successfully, verify the product stock to ensure that the available quantity has been updated correctly.
Current Product Stock details: Go to Rental → Products.
To get more details, how to Pick Up a Rented Product in the Rental Module, please do contact us at support@metrogroup.solutions