Return Bookings

Return gear to a single booking, multiple bookings or a project using the Return Booking feature. 

 Scan options available for RentalPoint3 include keyboard wedge, bluetooth and in device camera for barcode or QR Code scanning

First, Select Booking(s)/Project to Return

Screenshot 1.1

Reference screenshot 1.1 above.  The Scope area provides options to select booking(s) or project to return.

1. The location at the top of the screen is where the items will be returned. 

2. Enter the booking number to return a single booking 

3. OR Use Open Return to return gear to many bookings in the one return session. The open return list displays a list of booking that are due for return in the next few days. Check the box next to any booking to include it in the return list.  Don't worry if you miss a booking. Once an 'out asset' is scanned, RentalPoint will find the booking the asset is out on and add it to the list.

 Select all bookings in the list

 Unselect all bookings in the list

 Add a booking to the list

Once bookings are selected, click  to proceed

4. OR Use the Return Project option to return gear to bookings in a project.  Simply enter the project code and click to proceed.

All 'Out' bookings associated with the project will be loaded and available for return. Then follow 'Return Items' instructions outlined in the next section.

Then, Return Items

Assets

Make sure the cursor is in the scan box and then start scanning equipment.

If the return was successful a green success message will display and the item will be added to the top of the list. 

Assets can also be returned by serial # or description via serial number or product search options access as outlined below.

Non Tracked Gear

From the scan window, open the equipment list for the booking you are returning

Move between bookings as needed to find the gear you are returning,

then clickto begin returning non tracked gear

If Barcode parameter #11 is enabled, the qty in the 'Return' columns will automatically equal the qty in the 'Out' columns.

If Barcoding parameter #12 is enabled, use the select/clear options  to complete the return figures in bulk,

Alternatively, manually enter figures in the 'Return' column against each item

Once quantities have been entered, click  to submit OR to quit without applying the quantities.

identifies the item as assigned to a subrental

Rack/Road Case Items

Scan the rack/road case barcode to return the item and its packed contents.  The items returned with the rack/road case will appear below the scanned item.

Next, Final Return Bookings as Needed

Final Return any booking to change the status of the booking from 'Out' to 'Returned'.  A Final Return can be processed at a later date if some items are still awaiting return.

From the scan window, access the bookings Item List using the icon 

Once all items for the booking have been returned, click the button to complete the return.

A message will be displayed on completion

and the booking will show as 'complete' in the item list

Finally Complete/Print the Return Session

When all assets have been scanned click the green check at the top right corner of the window to complete the session and free up locked bookings for other users.

Click the printer button next to each booking to print collection dockets and / or return receipts.  

 Save and attach error lists to bookings by checking the box before exiting

Documents available to print for each booking

When all documents have been completed click the green check again to exit the return session. 

The Scan Window Explained.....

The scan window opens as a blank slate, ready to receive returns via scanned barcode, serial number or product search.  Menu options to the left of the screen are outlined below

 Access other return options from here (Fig 1.1)

 Opens 'Items to Return' window to the left of the scan window (Fig 1.2)

 Displays a list of the bookings included in this open return operation

 Open 'Messages' window to the right of the return window (Fig 1.3)

 Filter return items by product group code (i.e. only show items to scan from the product groups selected)

 Show consolidated list of items for return (Fig 1.4 & Fig 1.5)

Return date – at the top of the window the return date will be applied to all the items returned. This can be changed to reflect the actual date of return as needed. (Fig 1.0)

Fig 1.5

Shows list of consolidated items.  Click again to return to tracked assets list

Filter by Product Groups

Use the  icon to show only products from the selected groups in the return window.

Display Options:

• Check the box to the left of any group to display products to return from that group, then click
•  to show the last filter selected
•  to display all products for return

List Bookings in this Open Return

From the scan window, use the  icon to display a list of bookings in the current open return.

Use the  option to add more bookings to the list

Use the icon to the left of each booking to print paperwork as needed

Close the list to return to the scan window.

List Items to Return

From the scan window, use the  icon to display a list of equipment for any booking in the return list.

For Open Return, use the drop down to switch between bookings.

Undo a Return

If the item was returned by mistake, click the  button next to the result to back it out OR click the  to the left of the asset in the list

Batch Return a list of Barcodes

From the scan window, access the 'batch return option', then copy/paste a list of barcodes into the batch window to return many items at the same time.  

Once pasted click  to process the scanned barcodes.

Processed items appear in the scan list with any errors posted to the message board

Return Lost/Sold Items

When a disposed asset is scanned, it will be identified to the user and actioned according to the parameter settings explained above.

Non tracked (non barcoded) inventory cannot be returned in an open session unless it is packed in a rack/ road case

Error Messages

Error messages can be displayed to the right of the scan window using the  icon

From the message window click  to clear and save your list to the data\Error Lists folder (as defined in your RentalPoint installation)

Alternatively, save and attach your error lists to each booking on completion of your return session using the checkbox in the final Print Window

Use Open Return Option to Change Asset Location

Any asset can be scanned into the return window to move it to the current location.  The asset does not need to be on any booking, however the user will be prompted to confirm the action.

Alternatively, use the batch scan option to move a list of assets to the current warehouse without confirmation prompts.

Once confirmed using  the asset will be added to the top of the scan list

Return Asset to Maintenance

From the scan window, access the  option, 

then enter maintenance details for the asset and click  to save.

The asset will be flagged as entered to maintenance in the scan list

Extend a Booking

For bookings where some gear will stay on site for a longer period, you may 'final return' the original booking and extend all 'out' items to a new booking.  Users may wish to do this if extra costs will be invoiced separately for the extended gear.

The booking below will be final returned so that a new booking will be created to track the remaining 'out' gear.

On the new booking, since the touchscreen was part of a package, the pricing should be checked to ensure it reflects new costs incurred before invoicing

Operator Privileges

Access off the main menu via Setup-->Operators, then edit the operator group and click the 'Checkout,Return and Maintenance' tab

Take a few minutes to read through the privileges below for late, unused equipment, sales auto returns etc.

Check the box beside all options you want to grant privileges for, then save and restart RentalPoint before proceeding.