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Rental Forecast

Obsolete

Reports -> Events -> Rental Forecast

This Rental tracking report is utilized by store staff primarily for two reasons:

  1. To see style(s) committed/rented to Customer(s) for future event dates

  2. To prepare/produce/order merchandise committed/rented to Customer(s) for future event dates

Enter the desired filter criteria and the report will provided the needed details. The sales transaction that appear will have the RENTAL status assigned.

Functions

Run Report ... Executes the entered filter information and displays the matching events, customers and rental status sales transactions within the report

Export to eXcel ... Executes the entered filter information and creates an XLS spreadsheet file containing the rows of matching events, customers and rental status sales transactions

Filters

Store ... If the system is in a store chain (more than 1 location) the stores may be selected to show only the rental events and details for the selected store.

Style ... Enter a inventory style code when looking for events/customers where a specific style was chosen for rental

Event Date range ... limit the report rental events and customers to those within a specified event date range.

Columns

The report groups on the Store location, then Event Type, then Event date, then Pickup date. It includes:

  • Store
  • Event Type
  • Event name
  • Event date
  • Groom & Bride name
  • Primary contact for non-wedding events
  • Event Member/Customer name
  • Primary Phone
  • eMail
  • Styles
  • Sizes
  • Colors
  • Instructions
  • Customer balance
  • Event balance
  • and totals

This report provides a the necessary detail for Sales transactions containing a Rental status, to see what styles and sizes and colors for specific events and customers were rented. It is the information needed to order or hold back inventory to fulfill future Customer Rental orders.