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Event Form Rentals Tab

Action: na

This tab is only available with the optional TPOS Rental Point of Sale software.

The Rentals tab displays all the members of the event that have been added for rental via the rental Register Members button, or New Single Order button, including their rental order details. To do this, it pulls together information from a variety of places in ProfitSystem (Customer card, Tickets, Rental Order) and shows it in one place. The information is actually stored in a variety of places.

If a member was first registered via the Event Wizard and now has a rental order, WinTPS will display the styles from their actual rental order, versus the styles that were used when they were registered on the Event Wizard. This is what most shops would want. However, WinTPS can be configured to display the styles that were used on the Event Wizard instead by checking the Show Event Wizard styles on Rental tab of Event even if order present? option, located on the Rental tab of the System/Store Setup form. This would only be done if the Event Wizard contained the actual styles rented, and the rental order itself did not.

The Event card contains the details of the wedding itself. Customer cards contain the contact information for members. Tickets contain the sales and payments for customers. Rental Orders contain the details of a rental transactions. ​ Grid...This list shows you all the members of this event that have rental orders. For the selected member the row contains the following information:

  • Role: This member's role in the event.
  • Name: Customer name.
  • Order #: The rental order number. This number is auto-generated by ProfitSystem® and cannot be changed. A blank number indicates that an rental order does not exist for the member within this event.
  • Status: The current status of the rental order. See Rental Process Overview for more details. This field is maintained by ProfitSystem®.
  • Deposit?: Follows the deposit rules set in the System Setup-> Rental tab. YES will appear in the cell when the user has met/paid the minimum deposit amount. Otherwise a NO will appear. IMPORTANT: With the optional WinTPS production software, Picking Tickets will not print for orders that do not meet their minimum deposit. This setting may be OVERWRITTEN on the Order Form-> Items tab via the No sec dep/payment req? checkbox setting. Checked, the system will bypass the deposit settings and print the Picking Ticket normally.
  • Balance due: Balance due on the rental order's ticket.
  • Pickup at: The store number and name where this rental order is to be picked up.
  • Rental styles: The next set of column headings will depend on your actual item types. These columns will contain the style codes for this rental order.
  • List price: The total price for the rental order, prior to any adjustments given on the Ticket form.
  • Special price: The net price for the rental order, after any adjustments given on the Ticket form.
  • Damage waiver: The price charged for the damage waiver on the rental order.
  • Total price: The special price plus the damage waiver.

Buttons

Pickup Order button...Go to the rental order Pickup form. ProfitSystem can either pickup all orders ready for pickup, or only the selected order. This is controlled via the Pick up all orders using Pickup from Event? option on the Rental tab of System/Store Setup. This is used when the customer comes in to pickup up their rental order. It is important to perform this step so ProfitSystem can accurately report on rental order statues.

Return Order button...Changes the selected rental order status to Returned. This is used when the customer comes in and returns their rental order. It is important to perform this step so ProfitSystem can accurately report on rental order statues including overdue rental orders.

Go to Customer button...This button will display the Customer card for the selected member. This is used to view all the customer details, and make changes, such as a phone number change.

Go to Order button...This button will display the Rental Order for the selected member. This is used to view all the details of the rental order, and make changes to it. It is only enabled if the select member has a rental order.

Go to Ticket button...Displays the Ticket for the highlighted rental order. The Rental Order contains the details of the rental, and the Ticket contains the financial charges for the order, and any payments taken, adjustments, sales of other items, etc.

You would use this if you wanted to check on the status of payments, or to sell the customer additional items. It is only enabled if the selected member has a ticket.

Create Order button...This button will create a rental order and ticket for the selected member, using the styles displayed in the grid. The button is only enabled if the member does not have a rental order. After the order is created, the user it taken to either the ticket or rental order, depending on the setting Go to Rental when create order from Event Wizard? which is located on the Rental tab of the System/Store setup.

Optionally, the system can ask for a ticket number and rental order price, depending on the setting User must enter rental order number? AND User must enter rental price when using wizard?' which are located on the Rental tab of the System/Store setup.

Remove Customer button...Removes the selected member from the grid. This can only be used if the rental order has not yet been created. This would be used if all potential members were entered during the creation of the event record, and later the list was pared down.

Register members button...Displays the Register members wizard form for this event. Use this powerful form to quickly pre-register event members. This form works well for events where the members are known in advanced, liked WEDDINGS. Members added within this form are automatically provided a rental order, sales ticket, customer card and added to the event's member tab once the customer enter's the store and the store's sales associate clicks the Create Order button on this form for this customer. Review the Register Members Wizard topic for more information. This function is typically used with the registration of Wedding Parties or any event where customer will be pre-assigned styles prior to them actually placing the order.

New Event Order button... Adds a new rental member to this event. Allows for a new customer to be created or an existing customer to be added to the event. When the member being added is a New customer, the New Event Order form is displayed, which contains the minimum data required for the customer, so the store's sales associate may quickly enter the customer's contact information and sizes. Once completed, this information is stored onto the customer's customer card, so it may be later recalled for editing & additions.

The New Event Order form contains a size section. This section will display the first ten (10) rental item types defined within the system and provide a SIZE (first field) and size REFERENCE (second field) for each item type. As a new rental order is created, the system will automatically insert the customer's sizes onto the order as each style of an item type found here, is added (if sizes are present on this form). If sizes ARE NOT present in this form the WinTPOS system will attempt to locate a previous rental order for this customer. If an older order is found the system will default the sizes from that order as the new order is created. If the customer's order sizes are empty on this form or different than the sizes entered onto a new order,

WinTPOS will prompt the user and if approved by the user update the size with the new size entered onto the order. When finished with this form click Create Order button to display the order entry forms.

This feature is used instead of the Register Members button to add a 'ad-hoc' member (or choose an existing customer in the system) to the event, like a prom or social member, and to create a new rental order for the member. The event date and other information will default onto the order.