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Stores accounts Rental

Action: STORES

Rental Tab

Pricing/Type...Rental order pricing. Options are: Retail or Wholesale.

Pricing is set for each item within Inventory Details tab and the Catalog Codes (As Pictured) setup. WinTPS/TPOS allows for two rental price levels to be assigned to Inventory styles and Catalog Codes, described as Retail and Wholesale. The option selected in this field determines which price is applied to the order, Retail or Wholesale for this specific store/account.

The assumption is that Retail will be for company owned stores who typically are renting to retail customers whom will be paying via a retail ticket. Wholesale is normally considered for accounts that are invoiced for their rentals & purchases, however you may setup a store/account that will be charge at retail pricing and invoiced for the rentals/purchases. For example, the rental shop may have an relationship with a local hotel that sends employees over to rent or purchase items from time to time and wished to be invoiced for those purchases. Typically you may charge the hotel retail and provides a markdown at invoicing. This can be easily handled thru this setup. Additional discounts may be automatically applied to invoiced store/accounts via the Markdown codes & percentages described later in this topic. The pricingapplied on an rental order is determined by the Pick-Up location entered on the rental order. NOT the location where ordered. The retail pricing is determined by the register's store id where the retail sale was created. Store retail pricing on rentals is set via Inventory Rental Tab & Store Rental Pricing forms.

Class... The class is the field that is used to categorize stores/accounts. Classes must first be defined using housekeeping-> General Setup-> Store/Account Classes. Used with some reports and the printing of Picking Tickets.

Retail Invoicing checkbox)?... Enabled allows rental orders and sales to be created via the WinTPOS© Main menu-> Retail Invoicing option to these designated store/accounts. This is ideal for allowing retail sales personnel to create rental orders and retail sales to accounts that will be invoiced. As with all invoiced accounts the terms must be set and cannot be TICKET or NONE. The pricing type may be WHOLESALE or RETAIL.

Assemble orders to... WinTPS feature. Status that rental orders will become for the pickup location of the order when last item on the order is assembled. Stores that are co-located with the Production Warehouse will usually assemble to Received because the orders do not need to be shipped. This status is assigned based upon the Pickup Location. For example, if this store is indicated as the Pickup Location, then the orders status will become what is entered in this field. ** Ship orders to**... WinTPS feature. Status that rental orders will become when they are shipped to the pickup location of the order. A feature used for a co-located retail store that allows store personnel to skip the order receiving/QC step. This status is assigned based upon the Pickup Location. For example, if this store is indicated as the Pickup Location, then the orders status will become what is entered in this field.

Return order to... WinTPS feature. This setting applies to the location where items are being returned and is the Status that rental orders will become when they are returned. The Register/Workstation performing the actual return is assigned to a store in the Register form. This store code controls what status the rental order will become when returned. There exists two status selection options within this field that require explanation. They are: Laundry by Type & Wait Laundry by Type. Each of these options will check the Item Type of the item being returned and determine if the item should be cleaned upon returned from a order. When the Item Type laundry setting Auto-Launder item? Checkbox is enabled (checked), WinTPS will modify the order status of the item being returned to Wait Laundry or Laundry, depending on the selection otherwise the status will become Done. The other status options for this prompt will force the items status to the status entered. Hint: The Store/Account where the terminal/PC is located that is performing the item return will determine the Return to status of the item(s) being returned. WinTPS looks up the Return to rule for the location of the terminal/PC performing the return. For example, if register PROD1 is assigned to store/acct 01 and that register is returning an order, then the status setting for the order being returned is set to the RETURN ORDERS TO status defined for store/acct 01

Print pack slip?...If checked, WinTPS will automatically print a packing slip when rental orders are shipped to this store/account (pick-up location on a rental order).

Print Invoice at Ship time?... If checked, will print an invoice when rental orders are shipped to this store/account. Accounts with COD, Cash Only terms and accounts whom have exceeded their credit limit automatically print invoices at shipping. Enabled, this option will print the invoice at shipping irregardless of the terms or credit limit.

Print rental agreement at ship time?... If checked, will print an rental agreement for each order shipped, at ship time. The rental agreement can be added to the shipment for the customers reference.

** Require Customer Card for orders?**... Only Stores/Accounts assigned terms of Ticket or NONE can have this option checked. Rental Orders cannot be created without assigning an existing customer to the order. Assigning an Event is optional. Terms of Ticket require Customer Cards and this option will automatically be enabled by WinTPS/TPOS

Force return date to Mon if pickup, Wed, Thr, Fri, Sat. on single rental orders?...This feature when enabled by checking will default all rental order Return date to Monday following the USE weekend if the pickup is Wednesday or after.

Damage Waiver?... Checked (enabled) a damage waiver will be charged to each rental order placed to a Wholesale pricing type store/account. Used in WinTPS for optional wholesale accounts. See the Damage Waiver topic for more information on the setup & use of damage waivers.

Terms...Terms indicate how the store/account will be charged for the rental and sales transactions. Invoice, Retail Ticket or None (no financial transaction).

  • Invoice Terms creates invoices for store/accounts that include descriptive information about prompt payment discounts & due dates (wholesale) OR
  • Ticket creates retail sale tickets (for on-line retail stores with optional multi-store module) and REQUIRES 'Require customer cards for orders?' option to be enabled (checked).
  • None will not create any financial transactions (used for remote stand alone stores manually entering their own rental orders).

The terms that will create Invoices are: * Cash * Only (COD), COD, Credit Card (processed * like Cash or COD), Net, X% EOM, Net 10 EOM, Net 30, X% net 30, * X% * 10 Net 30, X% 20 Net 30, Custom

WinTPS prints the payment terms on the invoice will age open balances on the Accounts Receivable Statement per the terms.

Cash Only & COD Terms will create & automatically print a invoice when any rental order shipment is processed for the store/account.

The Term None will indicate to WinTPS to NOT create a Sales Ticket & financial transaction for a rental order. This is typically utilized for company owned stores where their rental orders are manually entered. This scenario is where the store is creating paper based rental orders. Operators would eventually enter the orders into WinTPS, but will not utilize its customer tracking capabilities.

The Term Ticket is for company stores using WinTPOS software for customer tracking. This option will create the Sales Ticket and order transaction used to process payments and additional sales.

  • None - no invoice created
  • Ticket - creates a regular ticket, no invoice created
  • Cash Only - invoice created, due on invoice print date
  • COD - invoice created, due on invoice print date
  • Net - invoice created, due on invoice print date
  • X% 10 EOM - invoice created, due 10th of next month unless its the 25th or later, then month after
  • Net 10 EOM - invoice created, due 10th of next month unless its the 25th or later, then month after
  • Net 30 - invoice created, due 30 days from invoice print date
  • X% Net 30 - invoice created, due 30 days from invoice print date
  • X% 10 Net 30 - invoice created, due 10 days from invoice print date
  • X% 20 Net 30 - invoice created, due 20 days from invoice print date
  • Custom - invoice created, due # of days entered from invoice print date
  • Credit Card - invoice created, due on invoice print date
  • Use Date - invoice created, due on use date
  • COD Check - invoice created, due on invoice print date
  • First of Month - invoice created, due on the first of next month
  • Use Date Check - Due Date is Use Date, but customer is sending check when invoice received
  • Use Date Credit Card - Due Date is use Date, Customer Service will bill customer CC on file

Days...Used by WinTPS for the Custom terms option. Prints the payment term days on the invoice for the account & uses the day for aging the statements.

Discount...Used by WinTPS for the Custom and X% terms options. Prints the payment term discount on the invoice for the account.

Credit Limit... WinTPS wholesale feature that allows a maximum credit limit to be created for this account. Once created the system will monitor and not allow shipping to continue to the account if the credit limit is exceeded.

Rental markdown/Rental adj amt... The markdown code and adj. amt entered will be applied to every rental created for this store/account. The markdown will be applied when the invoice is created for the customer. The markdown code/adj amt is optional.

Leave blank for no discounts.

Applies to... Options are Sales, Rentals or Both. Instructs the system to what type of invoice transactions to apply the markdown discount to.

Linked to Customer...(hidden) ProfitSystem© automatically creates a customer card for a Store/Account when the Store/Account is created. This card may be viewed and modified by double clicking the displayed number code. In most cases the customer record should be left un-changed.

Credit (Display Only)... WinTPS© wholesale feature. This is the total credits due the account. This happens when the account has paid more that what they owe. Typically it appears when an adjustment was made to an invoice that was already paid. The credit can be used via the Payments form to apply the credit to other invoice balances or given as a refund to the account.

Un-invoiced...WinTPS© wholesale feature. The total charges for all transactions that have not been invoiced. This includes future rental orders that has not been shipped.

Invoiced total...WinTPS© wholesale feature. The total amount of all invoices on file for this store/account. This total includes invoices paid as well as un-paid/open invoices.

Invoice balance...WinTPS© wholesale feature. The total amount open on invoices from the store/account.

Balance(Display only)...WinTPS© wholesale feature. This is the total amount of all rental orders and retail sales that may or may not be delivered yet. The total includes rental orders not shipped

Total Retail purchases (Display only)...WinTPS wholesale feature. The total of all retail sales to this account since its creation.

YTD Retail purchases (Display only)... WinTPS wholesale feature. The total of all YTD retail sales (a year is defined as Jan 1 to Dec 31) to this account.

Last retail sale (Display only)... WinTPS wholesale feature. The last retail sales date to this account.

Total rental (Display only)... WinTPS wholesale feature. The total of all rental revenue to this account since its creation.

YTD rental (Display only)... WinTPS wholesale feature. The total of all YTD rental revenue (a year is defined as Jan 1 to Dec 31) to this account.

Last rental (Display only)... WinTPS wholesale feature. The last rental order created for this account.

Shipping Method Grid... How will rental orders be transported to each store or wholesale account? The shipping grid must contain the valid ship methods with the transit duration (in days) and whether the method may be utilized on Saturday or Sunday.

Based upon pickup account, WinTPS will go to the shipping methods defined for the pickup account and select the method checked as the default. When a default method is not defined, the user must select the shipping method from the list of methods entered in this grid for the pickup account.

Once a ship method is selected WinTPS takes the order's pickup date and subtracts the assembly days defined for the shipping method to arrive at a order's Asm/Ship on date (this is the date the order must leave the service center to arrive at the store/account to meet the order's Pickup date (the date the customer will be taking the order).

When the Asm/Ship date is a Saturday or Sunday, WinTPS will look at the shipping method's Sat & Sun settings. When the Sat or Sun shipping method is disabled, WinTPS will begin subtracting days from the Asm/Ship on date until it reaches a Non Saturday or Non-Sunday date. WinTPS next looks at the Non-Business Days defined (Non-business days are the dates that shipping will NOT take place) and continues backing up the Asm/Ship on date until the date is a good working date.

When a store/account does NOT have any shipping methods defined within this grid the WinTPS system will check to see if system wide shipping methods are set. System wide shipping methods to may be created in System Setup - Rental Tab.

Shipping Method Grid

Description: A name for the shipping method.

Asm Days: This is the number of days required to assemble and ship the order to the account. The system automatically applies the ASM days when an order entry operator chooses a shipping method for the order.

RetDays: This is the number of days required to receive the order from the account, including shipping, time after the Return Date.

Default: Only one method can be checked. All rental orders, when first created, will first have the default shipping method automatically entered. The user may select a different shipping method while on the order if needed.

Sat: Can this ship method be used on Saturday shipping? Enabled it can.

Sun: Can this ship method be used on Sunday shipping? Enabled it can.

Service: The actual carrier shipping method to be used to ship orders. This only applies when using the ShipRush integration. When the rental order is shipped via the SHIP form, the carrier shipping method is set in ShipRush automatically.

Add Item button (Shipping Grid)...Allows a new shipping method to be created.

Delete Item button (Shipping Grid)...Allows a shipping method to be deleted.