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This text refers to program version 8.5  

Create Menu - Rental Reservation - Items Out

This page describes the 'Items Out' function on the Create menu in the Rental Reservation record window. If you are using iOS or Android, the 'Items Out' function is on the + menu.

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After creating an Agreement and the connected Rental Reservation to book a Rental Item for the Customer, the next step is to create an Items Out record. The Items Out record signifies that the Customer has taken possession of the Item in the Reservation. When you mark the Items Out record as Sent and save, rental stock levels will be updated and, if the Rental Reservation is to be charged on a daily or monthly basis, you will be able to start adding rental charges to the Agreement.

The Status of the Agreement that governs a Reservation must be Active and it must have been marked as OK and saved for you to be able to create Items Out records from the Reservation. If an "Agreement not Valid" message appears when you try to create an Items Out record, it will be because one or both of these conditions are not met. Items Out records will not be created if the Customer has been marked as On Hold.

You can create Items Out records using the following methods:

  1. You can create an Items Out record from a Rental Reservation. This method is described below.

  2. You can create Items Out records from an Agreement. Open the Agreement in a record window and select 'Items Out' from the Create menu (Windows/macOS) or + menu (iOS/Android). This method allows you to create Items Out records for all the Reservations that are connected to the Agreement and is described here.

  3. You can use the 'Generate Items Out' Maintenance function to create Items Out records from more than one Agreement. This function is described here.
To create an Items Out record from a Rental Reservation, first open the Reservation in a record window and then select 'Items Out' from the Create menu (Windows/macOS) or + menu (iOS/Android). The Items Out record will be created immediately and will be opened for checking:

The Status in the new record will be Created, so you will need to mark it as Sent to update rental stock levels and, if the Reservation is to be charged on a daily or monthly basis, to allow charging to begin.

If you need to open an existing Items Out record from a Reservation, you can do so from the Reservation Info report which you can open by selecting 'Reservation Info' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android).

Please refer here for more details about Items Out records.

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The Rental Reservation register in Standard ERP:

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