Perform a Rental Exchange

TPS & TPOS software only features.

It is inevitable that a customer will receive a rental item that is unsatisfactory for some reason, i.e. does not fit or wrong color ..etc. This situation can be easily processed thru the system, assuming adequate time to receive a replacement item.

There are three methods utilized to accomplish this task:

Order Exchange

The order exchange method will create a new order for the item being exchanged. This will require the printing of a Production ticket for the new exchange order, and the new item assembled and possibly shipped. This is the preferred method for wholesale accounts & remote stores. This method has a complete audit trail of the changes made to a order. This audit train is the primary reason for this exchange approach.

Status of items that are marked to be exchanged on a order is not changed. It maintains it's current status. When the order is RETURNED in WinTPOS the items on the order tagged as exchanged will be updated to the store's RETURN to status setting.

All associated exchange orders linked to the original order will display and also have their item's statuses updated as well.

To perform a exchange:

Locate the customer's order and display the order's details on the screen. Highlight the item that requires a exchange and click the exchange button on the Items Tab.. The system will automatically create a new order for the customer entering all the order's details. The system also creates the a new order number using the existing order's number as the basis and then appending the letters EX to the end. For example, a order has the number 1000 assigned. It has five rental items on it. One item needs to be exchanged, the system will create a new order with the number 1000EX.

Once the new order is created the operator can simply add the correct item to the order and Save it. The rental price on the ticket will be adjusted to reflect the difference (if any) between the exchanged and new items.

Once the new exchange order is created a picking ticket may be generated, then assembled and shipped via plant service center workers via the Production area of the WinTPS program.

The order can also be assembled from the order form. Simply select the order, click Print Pick Ticket, then click Assemble Order. This set of features allow store personnel to quickly assemble a exchange order when they have adequate inventory to do so, all with a solid audit trail.

Order Item Swap/Exchange

The system will allow an item on a order to be swapped when they have security permission RESVCHNG enabled. The user simply displays the order via the order entry form, highlights the item to be swapped, & double clicks the serial/barcode number field so the cursor will appear. The user enters a new serial/barcode. This new item inherits the status of the item being swapped and the program will take care of reversing & adding rental statistics all behind the scenes for both items.

Assembly Form Item Swap

The TPS system will allow an item to be swapped via the Assembly/QC form. The operator simply displays the order, highlights the item to be swapped and clicks the Swap Item button. The system will allow the operator to choose a new style and/or size for the item and to enter it's serial/id number (if necessary).

Either swap method can be accomplished via a minimum number of steps (thus faster), but does not have as complete audit trail as the #1 exchange method described earlier.