TRAX MANUALS > Inventory > Inventory Module > Inventory, Update Menu > Inventory Transaction > Inventory Transaction Buttons > Rental Button, via Inventory Transaction

The Rental button is used to issue a rented part out of the system to the customer via a Rental Order.

First, the Rental Order is created via Customer Orders/Update/Rental Order. Then, the Rental button is used to issue the part to the Rental Order (assign the serial number as the part to be issued on the Rental Order). After the order is created, a part can be issued out of the stock. In Inventory Transaction, select the part to be sent out to the customer.

The following information/options are available in this window:
_____________________________________________________________________________________

Order Number

Rental Order number to issue to selected part to.

Line

The specific Line item of the Order. Each Line item could represent a different part included in the same order.

_____________________________________________________________________________________

After saving, the system will now ask you if you want to pass the item to the Packing and Shipping Module for further processing.

TRAX then prints the Issue document.

Note: There are one error message that can appear on this screen: "Rental Order P/N Condition and Issue P/N are not the same." The user must select another part to issue to the selected Rental Order.

The user may view the specific item (specific serial number) that has been issued. Go to Inventory/Update/Inventory Transaction and enter the part number in the P/N field. Select the Find button.

Scroll down to find the serial number which was just rented out. Note that the item now has the green Rental icon to the left of the record, indicating that the item is currently being rented. This icon will appear next to the item while it is being rented to alert the user that the part is currently rented out. The user can track this rental order by running the Rental Order print via Customer Orders/Print/Customer Orders Print. When the part is returned, the user will record the transaction using the Receiving module in the system.

Additional information can be included through the Notes button.