System Setup Rental Tab

This tab is only enabled for WinTPS/WinTPOS© software installations.

Allow store credits on rental tickets... If checked, ProfitSystem will allow a Ticket that contains a rental to also have a store credit. Normally, ProfitSystem will force the user to refund the store credit, or otherwise use it before allowing the Ticket to be closed.

Create new ticket for retail late and lost fees?... If checked, ProfitSystem will create a new Ticket for late fee charges resulting from a rental order being returned late. If not checked, ProfitSystem will simply add a late fee charge to the existing rental order ticket. Late fees are actually a sale of style code LATE FEE. This optiona applies only to Retail customers. WinTPS Wholesale accounts will always have a new ticket/invoice for Late or Lost fees.

Auto-run sat/sun closing reports?...If checked, ProfitSystem® will run the following reports automatically when the store is closed.

  • On Saturday: Rental Orders Upgrade (RP_RENTUPG), Revenues By Associate (RP_REVASC), Rental Registrations (RP_RENTREG), Formalwear Sales Pricing (RP_FWSALPRI), Invitation Sales Pricing (RP_INVSALPRI), Rental Orders Pricing (RP_RENTORDPRI)
  • On Sunday: Rental Orders Upgrade (RP_RENTUPG)

Allow “No charge for order” to be used...If checked, the “No charge for order” on the Rental Order form and “Free” checkbox on the Member Wizard cannot be used. When creating a rental order, there are two ways to make it a free order. The user can check the “No charge for order” checkbox on the Rental Order form, or the “Free” checkbox on the Member Wizard. Or, they can use a markdown to adjust the price to zero. If this box is checked, the user must use an adjustment to mark the price down to zero. This is normally done to establish an audit trail, since markdowns can be reported and queried on easily.

Deny sales on tickets containing a rental When checked, users cannot add a Sale transaction to a ticket containing a rental order transaction.

Always recap rental on ticket?...WinTPS will always include the rental details on the receipt printed from the Ticket form.

No order change history for exchanges...If checked, ProfitSystem will not prompt for the reason a rental order is being changed when performing an exchange.

Visit price field on order entry...If checked, the cursor will jump to the Price field on the Rental Order form when the user is tabbing from field to field during entry of the style/size on the Items tab of the Rental Order form. This would be enabled if the rental prices need to be overridden often. Otherwise it will slow down data entry.

Allow additional items to be added to fixed format rental orders...On a fixed format rental order there are slots for each item type, and at the bottom are extra slots for more style codes. If this option is checked, the user will be able to add extra style codes in these slots. If this option is not checked, the user cannot add any extra items to the rental order.

Force rental orders option enabled by default?...If checked, the force rental order check box on a rental order will be checked by default.

Require confirmation numbers for orders...A WinTPOS featured. Should be utilized when the optional WinTPS production management software is not installed. If checked, WinTPOS® will confirm rental orders when the confirmation number is entered not when created. The feature will force new rental orders to be saved to a WAIT CONFIRM status. The orders are confirmed once an confirmation number is manually assigned to the order. Confirmation numbers may be entered directly onto theRental Orders-> Orders tab or via theEnter Confirmation Numbers form.

Add damage waivers to free rentals...If checked, WinTPOS© will add a damage waiver sale transaction to the ticket containing the rental charge for orders markedFREE on the Event - Register Members form. Unchecked, the system will not automatically add a Damage Waiver to orders marked FREE.

WinTPOS© will automatically default to adding a DAMAGE WAIVER charge to each rental order when aPrice 1 - Base Price amount is entered for the Inventory style code DMG WAIVER.

Note: For Damage Waivers are automatically added to RETAIL customer rental orders created via the Customer form and Event - Rental tab (the operator may Cancel the charged if needed) when the system is configured to do so. See theDamage Waiver topic for additional configuration information.

WinTPS production management with the optional accounts receivable feature may have damage waivers added to wholesale account orders for inclusion on invoices by checking the 'Damage Waiver?' checkbox on the Order - Items tab when the order is created/saved the first time.

Keep order change history...If checked, the user must enter change comments to a rental order each time it is changed after it has been created. A change history entry is not created when the order is created or when any item on the order does not have a size and a size is entered.

Detail level: options are: High or Low. When set to HIGH a prompt for Sales Associate and reason is required for any change to a rental order.

ALLOW setting requires Sales Associate and reason when dates, pickup locations, styles or sizes are modified.

A Blank setting never requires Sales Associate and reason for modifications.

No quick-fill on style code on Rental Order...If checked, the quick fill will be disabled when entering a style code on the Items tab of the Rental Order form. Quick-fill automatically tries to complete the style code as it is entered.

Allow any size on rentals...If checked, ProfitSystem® will not validate the size on rental orders against the WinTPS rental inventory. If integrated using the Link and the rental order has for 'Confirm order regardless of availability' option checked, and the Auto Add Sizes option is enabled in TPS Link, then the size will be automatically added to the TPS Plant inventory, and the item will be set for sub-rental. If the 'Confirm order regardless of availability' is not checked, or the Auto Add Sizes option is not enabled, the order will be rejected by the TPS Link and not confirmed.

Role is required on Rental Order...Checked the user must enter a Customer role on a rental order. A order created from the WinTPS® event registration will default to the customer's role.

Put bride first on prospect card and when creating event name...If the user has BPS only or this is checked, then the following occurs: The bride appears first on the prospect form When the event name is created when using Create Event from the Prospect form, the brides name comes first. Also, when creating and Event from the Event form using the Add from Prospect button the brides name comes first.

Adjustment code is required to save event..If checked, the user must enter an Adjust amount and Adjust code on an event before it can be saved. That adjustment code is then automatically applied to all rental orders for that event.

Sort by Names on Rental Tab of Event form...If checked, ProfitSystem will organize the members of the event on the Rental Tab by name. Otherwise they will be sorted by role.

Leave SA blank on new rental created from event...Checked, this option will NOT automatically copy any of the possible two Sales Associate (SA) assigned to an event on a newly created member’s rental order. It forces the operator to enter an SA code on each rental order created for the event.

Checked, this option will carry over a Sales Associate's code form the Event Card. The Event Card contains two Sales Associate's codes, SA (bridal SA) & Rental SA. The setting allows one or the other to be carried over to the rental order. Please choose the one to move over via the drop down.

Go to Rental when create order from Rental tab of Event?...When the Create Order button is used on the Rental tab of the Event form, WinTPS can either go to the newly created Customer form, or the Rental Order form. If this option is checked WinTPS will go to the rental order. If unchecked, WinTPS will go to the Customer form.

Show event wizard styles on Rental tab of Event even if order present?...If a member of an event has a rental order and also had styles entered on the Event Wizard, WinTPS will display the styles from the event wizard instead of the actual styles on the rental order.

YYYYMMDD-sequence for rental order numbers?...ProfitSystem will generate a sequence number formatted as YYYYMMDD-sequence where YYYYMMDD is the use date, and sequence is a sequence number specific to the use date. This number will be saved in the confirmation number field on the rental order when the first payment is taken.

Every x formalwear order is free...If non-zero, every xth order on an event will be free. This option will only work when using the Register Wedding (or Register Members) form from the Event form to enter multiple event members. The “no charge for order” option will be checked on the rental order, which shows in the Free column on the Register Wedding form. Main Menu-> Reports-> Customer/Event/Prospect-> Rental Event report provides options to audit Free orders.

Deny changes for statuses...WinTPOS/TPS© will not allow for a order to be modified once it's status has become PICKED UP, RETURNED, SHIPPED BACK, WAIT LAUNDRY, LAUNDRY, DONE, LOST or CANCELLED. This may be limited even more by entering additional order STATUSES in this field. The REVSTAT security setting allows a user to override the statuses and make changes to the order. Check the Order Item STATUS topic for more information on rental statuses and a list of available statuses.

Automatically save order check-in...If checked, ProfitSystem® will check-in a rental order as soon as the order number is entered. If not checked, the user must click the Save button on the Check-In form to actually check-in the order.

Require serial numbers on order check-in...If checked, ProfitSystem® will force entry of a serial number for every tracked item on a rental order when the rental order is checked in using the Check-In form (CHECKIN).

Check-in exchange order automatically?...Checked, ALL exchange orders associated with a order will be checked in automatically when the order with the exchange orders associated is entered/scanned 'checked-in'.

Go to payment window on pickup...If checked, and a customer picks up a rental order with a balance, the user will be taken to the payment screen.

Print pickup receipt?...If checked, WinTPS will print a pickup receipt for each order as it’s picked up using the Pickup form (PICKUP). The receipt recaps the order and includes the return receipt Document Terms.

Confirm pickup of order...If checked, ProfitSystem® will display a confirmation message each time a rental order is picked up.

Pick up all orders using Pickup from Event?...There is a Pickup Order button on the Rental tab of the Event form. If this option is checked, using that button will pickup all rental orders for the event that are ready for pickup. If this option is not checked, only the order selected on the grid will be picked up.

Automatically ship back orders on return...If checked, orders will be marked as shipped back at return time. If not checked, orders are marked as returned at return time. You will then need to use the Ship Back form to actually ship the orders back to the service center.

Serial numbers must be scanned to ship back...If checked, the user must scan the serial numbers of each item to enter it into the Ship Back form (used to ship items back from a retail POS location to the plant.) If not checked, all items that are ready to be shipped back are automatically shipped back when the user chooses Ship Back.

Print return receipts...If checked, ProfitSystem® will print a return receipt as orders are returned.

Serial numbers must be scanned for Return...When using the Return form (RETURN) the user must scan the serial number for each tracked item. The user can check the Present? checkbox for non-tracked items, however.

No quick-fill on checkin/pickup/returns/ship back...If checked, the user will have to enter the entire order number on the Check-In, Pickup, Return, and Ship Back forms, instead of ProfitSystem©automatically completing a partial entry for the user. This can be turned on if order numbers are normally scanned instead of being entered to speed scanning.

Suppress late fees cancelled from revenue report?...By default WinTPS/TPOS© will print a Late Fee cancellation details when the revenue report is printed. This is for the audit of these cancellations. This option will suppress this portion of the report.

Charge for extra rental periods...WinTPS can automatically add a markup to orders where the term exceeds a standard rental term.

For example, assume the standard rental period is 3 days, and the adjust amount is 30%. For an $89.95 rental with a rental term of 4 days, a $26.99 markup will be added to the rental ticket (1 extra term @ 30% of 89.95) If the rental term were 7 days, the markup would be $53.97 ($26.99 times 2 additional rental periods)

The adjust amount can be a percentage (10%), or a fixed markup (10) In either case the amount is added to the rental order, rather than being deducted.

  • Standard rental period…Enter the standard rental period in days.
  • Markdown code for adjustment…The markdown code to be added to the rental ticket.
  • Adj amount for each addtl. period…The actual adjustment amount to be added to the rental ticket for each additional rental term.

Maximum order line items...The total number of line items that can be added to a rental order. Defaults to 99.

Late fee method...The method used to compute late fees for rental orders. It is used for WinTPS Plant Production and WinTPOS Point of Sale software modules. Late fee transactions are automatically created when the item(s) on a order are returned.

  • Daily – By Order. A late fee transaction is created upon return of the last item of a order, if the order was returned past it’s stated return date [shown on order entry screen]. The late fee is added to the sales ticket in WinTPOS or to a unprinted invoice in WinTPS. The calculation is: daily late fee amount times the number of days the order was late (actual return date – order return date).

  • Retn – By item. Late fees are charged on individual items at return time and are added to the sales ticket or unprinted invoice. Late fees for individual Item Types are entered on the Item Type Maintenance form. The calculation is: Item Type late fee amount times the number of days the item was late (actual return date – order return date).

  • Noon – By default, orders are due at 12pm on the return date. If they are returned after 12pm on the first day, the late fee is $20 for the first day. For each day afterwards, the late fee is the Daily late fee for Retail orders below. The $20 fee or the first day can be overriden with the TPSWINI.INI entry NoonLateFee=. Additionally, the 12pm cutoff time can be overridden by setting the Cutoff value below.

  • ItemDaily – By default, orders are due at 12pm on the return date. If they are returned after 12pm on the first day, then the Daily late fee is charged. For each day afterwards, the late fee is the Daily late fee. However, only items that have a non-zero late fee on the item type can be considered late. Items with a zero late fee on the item type won't trigger late fees. The actual late fee on the item type is not used, as long as it's non-zero it indicates that this item type can trigger late fees. Additionally, the 12pm cutoff time can be overridden by setting the Cutoff value below.

  • None – No late fees transactions are created for late orders.

Cutoff...When using the Noon late fee method, this is the cutoff time after which the order is considered late on the first day. If let blank, ProfitSystem will use 12pm.

Daily late fee for Retail orders...The daily late fee for retail rental orders, used if the Late fee method is Daily.

Daily late fee for Wholesale orders...The daily late fee for wholesale rental orders, used if the Late fee method is Daily. This option is only utilized with the optional Production Management software with the Accounts Receivable wholesale rental order module.

When saving an order...When a rental order is created and saved the shop may want the system to perform a specific task to reduce the operator's key clicks. The options are:

  • Prompt: Ask the operator what they would like to do next
  • Save: Save the order and exit the order form
  • Hold: Mark the order as HOLD and exit the form.
  • Payment: Display the payment form so a partial payment may be applied to the order's ticket
  • Security Deposit: Display the payment form for a security deposit

Minimum _ $ _...The shop may require a minimum financial transaction be made on a order's ticket, before it is considered an valid order. This financial transaction may be in the form of a partial PAYMENT or SECURITY DEPOSIT. In addition a minimum dollar amount may be enforced, i.e. $20. The order is not valid until the minimum dollar amount is received.

Reports or Views that indicate whether a security deposit has been paid will enforce the minimum security deposit rule set here, even if the net price of the rental order is $0.00 For minimum price setting, the payment must be equal the min payment set here or equal the price of rental order, whichever is lower for the order to be considered valid.

The payment form will automatically ask the user apply a portion of a payment to a security deposit when a security deposit (in this option) is required and the order's ticket does not contain a security deposit.

For example, a rental order is created for $100 and the business requires a $20 security deposit. When the order is SAVED the operator requests the payment form and enters a $50 cash payment. The payment form would then ask the operator if they would like to apply $20 of the payment to the security deposit, if the operator answers YES then the $50 payment would be $30 partial payment on the order's ticket and a $20 security deposit.