Rental Orders Form List Tab

Action: RESVMAST

The order form List tab is utilized to locate rental orders. Several search options are provided to locate a specific rental order. The most common search options are order number or customer name and are bolded column headings which indicate to the us er that the column may be clicked on to move the column into the leftmost position and thus make it the search column.

By default the Order Number is the searchable column. Just enter a order number in the Search field and the system will attempt to locate it as it is typed. To search by Customer name appearing on the rental order simply click the Customer column headi ng moving it into the leftmost position and type the customer last name in the Search For field.

Additional order filters may be applied to help locate an order. These filters may be used separately or in any combination. All criteria entered within the filters must match for orders to be displayed when used in combination. The optional filters a re: Pickup Date range, Order Status, specific pickup Store id and starting part of an event name (event names must begin with the characters entered,i.e. smi will match smith, but ith will not match smith) and Confirmation number.

Note Filtering the list by Status will quickly display any orders that have at least one item entered with the matching status.

Complete the fields to filter by and click the Limit button. Orders that match the filter condition will be displayed within the grid. The Order Number search and Customer name search will only attempt to locate orders found within this subset of filte red orders.

Buttons used on ALL Rental Order Tabs

Save button...Saves a new rental order. When you press Save, the system can prompt with a choice of tasks OR automatically take you to a task as defined in Housekeeping -> General Setup-> Rental tab-> When saving an order? A selection of PROMPT here will cause the operator to see a menu with four options.

  • Hold Order button: Saves the order but sets the order status to Hold. This would be used if you want to enter an order into ProfitSystem®, but not actually put the order into production. A report is available of orders on hold. Held orders will NEVER print on a picking ticket.
  • Save button: Saves the order and starts the production process.
  • Security Deposit button: Saves the order and starts the production process. Displays the Payments form to with the security deposit mode auto selected.
  • Payment button: Saves the order and starts the production process. Displays the Payments form.

Without the TPS Production option: the order status is set to Waiting for Confirm. A confirmation # must be entered for the order to become Confirmed. A confirmation # may be entered directly on the order or from the Enter Confirm Numbers form (Main->Enter Confirm Numbers) on the main menu.

If any sizes are missing when saving a rental order, the status of the order is set to Missing sizes. If the order is set for pickup at a wholesale account then the user is warned about the missing sizes before saving.

Cancel button...Will cancel all edits/additions and return data to values prior to any changes. An order CANNOT be cancelled once it has a RECEIVED or later status. Once a order is marked cancelled it may be reviewed. The financial charges placed on the ticket remain and should be cancelled or potentially modified depending upon the situation.

Print button...Prints a Rental Agreement for the order. The Rental Agreement recaps all the order details, and also includes the details of any payments made & balance information. It also includes the Rental Receipt document terms that established in Document Terms set-up. A rental agreement may automatically be printed when a new order or change an existing order is SAVED.

Print Pick ticket button...Immediately prints a picking ticket for the displayed order only. A picking ticket number is assigned to the order, the status of all items are changed to In Assembly, and the picking ticket is printed. A picking ticket may be printed for orders that are status Confirmed OR In Assembly.

A Log entry with key type of RESVPICK is made for orders with manually printed Pick Tickets. This requires PICK security to access. This is the same security required to Print picking tickets via the PICK form. Will print ticket if item is on hand to assemble. If no lines are status Confirmed or In Assembly OR no line items need a picking ticket number, then the message 'No line items are correct status, or all line items already have a picking ticket number' is displayed.

Add Same button...Will copy displayed order’s details (less the sales associate, sizes and customer name for wholesale store/account types for the Ship to location) to a new order to eliminate the retyping of the existing order details. Excellent tool for wholesale order entry of wedding parties or to add another single order for an existing customer in POS.

Add button...Will exit the current order, create a new one and display the blank fields.

Delete button...Used to delete the current rental order. The user must have RESVDEL security to delete the rental order. The rental charges placed upon it's ticket are not deleted, the rental transaction should be canceled manually from the Ticket form. Deleting the order removes it from the system and it cannot be recalled or reviewed.

Done button...Exits the user from this form.