Inventory Control Menu -> Inventory Inquiry / Detailed Inventory Inquiry -> window to Rental Information
Utilities Menu -> Inventory Control -> Rates/Costs/Prices -> Update Rental Information -> Product Rental Information
The additional rental product information includes the following options:
This value is set to 1 and disabled for non-bulk rental assets as there will only ever be one unit.
A conversion factor allows for inventory to be rented by the
dozen (conversion = 12), while enabling the quantities on hand and
costs to be tracked by each, such as dishes.
The rental rates should be setup per dozen (conversion = 12), and
the quantities entered on the reservation or contract should be per
dozen.
The quantity on the contract will then be converted to a unit
quantity when the items are removed from inventory, (e.g. if 3
Dinner Forks were put on a contract, 36 Dinner Forks would show as
OUT in the Product File.)
This enables the availability and quantity on hand to show as each,
but rent by the dozen.
When these items are sold, e.g. dishes shortages, the quantity
and selling price on the invoice are EACH.
The conversion only applies when renting.
Enter the maximum amount to be charged on a rental for this
product for specified customers.
This can be over-typed on the document (contract, reservation
,quote, etc) if required. It is maintained in the document by
rental product in the window on the Time Due field in the
Each window of the product detail.
Specific customers and sites can be set to not utilize the rental cap in the "Additional Info" windows of Customer Information and Customer Site Information.
This rental cap value prints on the spreadsheet output of the Cycle Billing Edit Report for information purposes regardless of whether the cap has been applied.
Check this box to include this product on the Rate Book.
If the product does not have rates defined at the product level but
is flagged to show in the Rate Book, the Group rates will
print.
Uncheck this box to exclude this product on the Rate Book.
This can be useful to simplify the rate book, if there are multiple
product numbers representing the same type of rental product using
the same rates.
Uncheck this box if this rental item should never be cycle
billed.
These items are not reflected in Unbilled
Revenue Report as they are not invoiced until the contract is
returned.
Check this box if this item should be invoiced on a cycle billing invoice.
The total security deposit amount is displayed in the totals
screen of the rental document for cash customers.
Refer to the Company Contract Parameters on
Deposit Settings for information on activating these
features.
This suspension period only applies to non-bulk rental equipment
if the feature is activated in the product Group.
The maximum number of days permitted for the trial period is
controlled by the value set in the Days On Suspension After
Product Received in the Company Inventory
Parameters.
When the suspension period is up or the product is put on rent, the
product is automatically updated as off suspension.
The suspension information for this non-bulk product is
maintained by the software or in the Product
Suspension Information utility if required.
This window is display only and includes:
Note: To automatically lift suspension, the program RSPFS01 must be included in the Automatic Job Scheduling to run daily.
The Items In Suspension Report can be generated to list items currently in the suspension period.
Note: To better track alternate vendor information with pricing, use Alternate Vendor Purchasing.
The rental rate structure (DAILY, WEEKLY, MONTHLY etc) which
appears in the window defines the time periods in which the various
rates apply.
This rental rate structure was defined when the Rental Product Classes were setup.
Note: If the product does not use Group rates and rental rates are not defined for a product, when the item is put on a contract the rental rate cannot be automatically calculated.
Rates for New Products:
When a new rental product is created, if the Group has rates defined in the Group Rates window, rates are not required on the
individual product as rate charges will default from the Group.
If the products in the Group have varying rates and there are no
rates defined at the Group level, then the rates from the Rental Product Class are automatically copied to
the new product.
Rates can then be modified later for specific products as
required.
Product Special Rates:
Window to view the Product Special Rates setup for this
product by Rate Level with the description, expiry date, and rates
for the first 3 rate codes that have been flagged to print in the
Rate Book as set in Company Default
Rates.
Window in the Rates field to view the Special rates defined
for the product as outlined in Product/Group
Special Rates.
Click the ALL LEVELS to toggle the Product
Special Rates table to view all rates, not just those active
for this product.
Click the ACTIVE ONLY to return to Product Special
Rates applicable only to this product.
Note: These two buttons are not relevant and are not available in the product inquiries as the inquiries always only display Active special rates for the product.
Product Rates by Discount:
Window to view the Product Special Rates setup for this
product by Rate Level with the description, expiry date, and rates
for the first 3 rate codes that have been flagged to print in the
Rate Book as set in Company Default
Rates.
Window in the Disc% field to view and update the Special
rates discounts defined for the product as outlined in Rate Discounts.
Click the ALL LEVELS to toggle the Product
Special Rates table to view all rates, not just those active
for this product.
Click the ACTIVE ONLY to return to Product Special
Rates applicable only to this product.
Note: These two buttons are not relevant and are not available in the product inquiries as the inquiries always only display Active special rates for the product.
Access to the Telematic ID field is controlled by the
operator Security Role Permissions to
Assign/Remove Telematic ID in the "Miscellaneous" controls
window, and this field is always disabled for bulk rental
products.
The Telematic ID can also be setup in the Telematic ID Inquiry, in the Update Product Rental Information utility and in
the Inventory Clean-Up export for
products.
Access to the Telematic ID field is controlled by the
operator Security Role Permissions to
Assign/Remove Telematic ID in the "Miscellaneous" controls
window, and this field is always disabled for bulk rental
products.
The Telematic ID can also be captured in the Telematic ID Inquiry, in the Update Product Rental Information utility and in
the Inventory Clean-Up export for
products.
This feature utilizes a QR (Quick Response) image to supply the
resource reference URL.
When an External Resource URL is saved for a product, the
associated QR image is created and stored on the Linux server that
can be used in the Texada Web app to scan and identify the
product.
The URL path needs to be valid and work in a browser, where
Linux web servers are case sensitive and Windows web servers are
not.
Once 'Resource URL' is setup, click the Link icon to test
the URL link.
This 'Resource URL' field is displayed in the Detailed Inventory Inquiry and Inventory Inquiry.
This field is view only for operators that do not have
permission to access the Resource URL field as controlled by
the operator Security Role Permissions to
Assign/Remove External Resource URL in the "Miscellaneous"
controls window, and this field is always disabled for bulk rental
products.
The Resource URL can also be setup in the Maintain External Resource URL utility and in the
Inventory Clean-Up export for
products.
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