Pickup Rental Order

Action: PICKUP

This form is used to mark orders as picked-up by customers and to receive payments for any remaining ticket balance.

The orders must be status “Received” to be picked up. It is important to mark orders as 'picked up' for three primary reasons: 1) The system can alert you to orders being returned late from customers 2) To insure the balance is paid prior to the customer taking the order 3) Late charges can automatically be added to customer tickets when the order is returned, if overdue.

The operator can select one or more orders to pickup at the same time. When a customer number, event number, order number, or confirmation number is entered, ProfitSystem® automatically displays the rental order(s) in the upper list on the form associated to the number entered. Only orders of status Received are listed.

The operator then selects the order(s) being picked up by highlight them. Multiple orders may be highlighted concurrently by holding the CTRL key on the keyboard and then highlighting the order and right clicking it with the mouse. Click the Add button once the order(s) are highlighted which will automatically move them to lower list.

A operator can then enter another ID number, select more orders, and click the Add button to add those orders to the lower list as well. Once the desired orders are in the ‘Orders to be Picked up” list box, click Save to change those orders status to “Picked Up.”

Orders and their exchange orders (if any) being picked up with a balance will automatically be taken to the Ticket screen. If more than one order is being pickup up, then the split-ticket payment form is shown to pay off the tickets. This allows the operator to enter the balance pay off. Orders should have a zero balance to be marked picked up. If an order does not have a zero balance, the user must have TAKEUNPAID security access to mark it picked up.

A rental order should be status Received for pickup. If the order is not, it requires PICKSTAT security to pick it up.

A pickup receipt is printed if the “Print return receipts?” option is checked on the Rental tab of the System/Store Setup form.

Fields

Customer...Enter the customer number. If the customer has any orders of status “Received”, they are displayed in the upper list.

Event...Enter the event number. If the event has any orders of status “Received”, they are displayed in the upper list.

Order...Enter the order number to check-in. The order is displayed in the upper list.

Confirmation number...Enter the confirmation number for the order to check-in. The order is displayed in the upper list

Upper list...This list shows all the orders you have searched for, To pickup an order, move it to the lower list. Click Pickup All button to move all the orders to the lower list, or Pickup Selected button to move the highlighted one. Conversely, Un-Pick up Selected button will remove the highlighted order, and Un-Pickup All button will remove all of them.

Lower list...This list shows the orders to be picked up.

Pickup Orders button...Changes the order statuses to Picked up of the selected orders. There is an option in System/Store Setup – Rental Tab, “Go to payment window on pickup” If checked, and the ticket for this rental has a balance, the user will be taken to the Enter Payments form to pay the ticket off.