V8 - Rental and rental return field descriptions

If you have defined any custom fields for rentals and rental returns, they will appear after the standard SOS Inventory fields and before the Customer message field. The fields will be of the input format and value that you have defined.

Add lines. Click to add additional lines to the transaction. The number of lines to be added by default can be specified on the Company settings page.

Add rental. Adds the items on a rental to a rental return transaction. If other open rentals for the same customer exist, they will be listed in the Add rental field dropdown. Select the desired rental, then click the Add button to import the items from the rental transaction into the rental return. The ability to import items from multiple rentals can be used only when creating the rental return. Once the transaction has been saved, a different rental return must be created.

Applied to. The rental transaction and line-item number with which a rental return item is associated.

Channel.  Sales channel from which the rental was initiated (such as a web order).

Class. QuickBooks Online class for this line item. This field is enabled only if class tracking is enabled in QuickBooks Online.

Clear lines. Clears all data entered in the line-item block.

Comment. An internal note about the transaction.

Customer. The name of the customer on rentals and rental returns.

Customer (address block). On rental transactions, the customer's billing address.

Customer message. A message to the customer that is displayed on the transaction. This field can be expanded to hold up to 1000 characters. A predefined customer message can be selected from the Customer message dropdown.

Customer notes. Internal notes from the customer definition.

Date/time. Transaction date with timestamp.

Department. Department for this transaction.

Description. The sales description for the item as specified in the item definition.

Due date. The date that rental items are to be returned by the customer.  

From location. The location from which a customer is returning rented items. On rental returns, the default From location is Out for rental, a non-nettable location. Using Out for Rental allows you to run reports that show whether items are out for rental or are available to rent.

Item. The item being rented or returned. Enter or select the desired item. New items can also be created.

Job. Job to which this line item belongs. This box is only available if Job tracking is enabled in SOS Inventory on the Inventory settings page.

Multitool. The Multitool icon is located in the far-left column of a line item. The Insert tool, the blue triangle in the top left corner, inserts a blank line above the icon. The Copy tool, the encircled down arrow in the bottom right corner, copies a line and pastes the duplicate on the line immediately below the icon. The Move tool, a box containing three lines, moves and reorders line items. When your cursor moves inside the box, a four-pronged white arrow appears. Click, hold, and drag the arrow to move and reorder the line.

Quantity. The number of item units being rented or returned.

Remove. Click the trash can icon to remove a line from the transaction.

Rental #. Reference number used to identify a rental. This field is searchable. The system will attempt to number the transaction automatically, depending on your settings for rentals, located under the Rentals tab on the Sales settings page.

Rental return #. Reference number used to identify a rental return. This field is searchable. The system will attempt to number the transaction automatically, depending on your settings for rental returns, located under the Rental returns tab on the Sales settings page.

Returned. On a rental transaction, indicates the quantity of a rented item that has been returned.

Ship to. Customer shipping address on rental transactions.

Ship method. The carrier used to ship a rental or by which a rental is returned.

To location. The location where the system moves items that are rented. A non-nettable location called Out for rental is the default To location on rental transactions. Using Out for rental allows you to run reports that show whether items are out for rental or are available to rent.

Tracking #. The number assigned by a shipping carrier for items on a rental or rental return.

UOM. The unit of measure if the Units of Measure feature is enabled. Available on Plus and Pro plans only.

Vol. The volume as defined in the item’s definition.

Wgt. The weight as defined in the item’s definition.