V9 - Rental returns and the Rental returns list

 

While a rental transaction is used when a customer rents an item from you, a rental return records that the items rented have been returned to your company, along with the date and location of their return. Returns can be partial or full.

 

Rental Returns list

The Rental returns list (Operations > Rentals > Rental returns) stores all rental return transactions. 

 

The Rental returns list

 

For a general overview of how lists work in SOS Inventory, refer to List functions. See Action and batch action descriptions for more information about the actions available on lists.

 

Adding a rental return

Refer to Rental and rental return field descriptions for explanations of the data fields.

 

  1. To add a rental return, use any of the following methods:
    1. Generate a rental return from its associated rental transaction record. This is the recommended method.
      1. Go to the Rentals list (Operations > Rentals > Rentals). 
      2. On the rental record's Actions menu, select Create rental return.
      3. SOS Inventory will automatically import all relevant information from that rental into the rental return.
      4. Edit the transaction, if needed.
    2. The Quick add (add_circle) menu.
      1. On the Task bar, go to Quick add > Rentals > Rental return.
      2. If a rental transaction is linked to this rental return, choose the rental reference number from the Add rental dropdown, then select the Add button.
        1. SOS Inventory will import all relevant information from that rental into the rental return.
        2. Edit the transaction, if needed.
      3. If adding a rental return directly that is not linked to a rental, add the items and other information required for the customer. 
    3. The Rentals list.
      1. Go to Operations > Rentals > Rental returns, then select +Add.
      2. If a rental transaction is linked to this rental return: choose the rental reference number from the Add rental dropdown, then select the Add button.
        1. SOS Inventory will import all relevant information from that rental into the rental return.
        2. Edit the transaction, if needed.
      3. If adding a rental return directly that is not linked to a rental, add the items and other information required for the customer. 
         
  2. Save the transaction when finished. SOS Inventory will add the transaction to the Rental returns list and annotate all returned items on the associated rental.

 

edit_noteNOTE: If you did not create the rental from an existing invoice, be sure to bill the rental customer with an invoice generated from the rental transaction. Since you are not making any income on the items, set the sales price for those items to zero. Add a line with a service item, such as Fee for Rental, to represent the rental cost.

 

Editing an existing rental return

An existing rental return can be opened for viewing or editing by selecting its transaction reference number link in the Ref # column. 

You will need to enable editing line by line to make changes to the rental return if you use Transaction edit mode.

 

Be sure to save any changes you make.