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See Also: Rental Sub-Category Setup
The selling of a rental item uses the alternate G/l accounts as configured in the rental sub-categories. If you have not completed the configuration of the rental sub-categories, please do so before attempting to use this feature. Incomplete setup causes invoice errors due to missing or invalid ledger accounts.
To force the clerk to select serial number on an invoice for serialized rental items requires setting two options in Setup Wizard as follows:
Setup Tools> Setup Wizard> Inventory> Serial Number Options: check both Serial number must be selected on invoice [112] AND Prompt to select serial number when added to invoice.
From the Navigator menu, select New Sale, the New Invoice dialog box appear as shown in Figure 1.
Figure 1: The New Invoice dialog box
After filling in the required information, click [Trade In/Rental] in the lower right of the dialog box.
Note: The caption on your button may be different, the caption is set in the Setup Wizard.
The button changes so that it appears to be pushed in, as shown in Figure 2.
Figure 2: The Trade-In/ Rental Button
Click [OK] to continue. The Invoice Details window appears, already in Alternate mode, as shown in Figure 3.
Figure 3: The Invoice window
Add the item to the invoice as you would for any other sale. All of the items added to this invoice attempts to use the alternate G/L for the sub-category they belong to, therefore it is very important that your staff be well informed on how to use this method and what inventory items belong on this type of invoice. You can modify the 'Use of the Alternate G/L' on a line by line basis. This can be accomplished by right-clicking on the line item and selecting the menu item shown in Figure 4.
Figure 4: The right-click menu - Alternate G/L
When the current line is already posting to the alternate G/L, there is a check mark to the left of the menu item.
You can change the entire Invoice between regular and alternate via the Options button menu, as shown in Figure 5.
Figure 5: The Invoice Options Menu
When the invoice is in the Alternate mode, there is a check mark to the left of the menu item.
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