Create a Rental

The interface consists of Header (1), Submit From (2), Submit To (3), Document Data (4), Lines (5), Description and Note (6), and Configure How to Add Lines (7):

Header (1)

In the Header (1) you see the name of the document you are creating and two buttons to Confirm and Cancel the Lease/Consignment.

Surrender by (2)

In the field Rent from (2) you specify from which warehouse you want the selected items to be rented/consigned.

If you are the MOL of the selected warehouse, you are presented with a “Create Next Operation” option. If you put a check mark on “Create Next Transaction”, by confirming the Rental/Consignment, the system will generate a Check Out that will remove the goods from the warehouse and “hand them over” under the contract to the contractor.

Surrender to (3)

In the Assignment field next to (3), you specify to which counterparty and under which of its contracts you are creating an Assignment.

Document details (4)

Field/Checkbox	Description

Lines (5)

In section Lines (5) you can manually enter items for Rent/Consign or add them via XLS file.

Manually adding items is done by clicking the button with the corresponding name. You are presented with an interface with all items in the nomenclature. The interface consists of Filter (1) and Result (2):

In the free Search box you can search by word, code, brand, etc. to find the item you want. You also have the option to turn on an Advanced Filter with Categories, Brand, Features and Supplier, which can help you find things faster. In addition, you can further filter by available items only. The search is launched with the Magnifying Glass on the left, and the Hicks clears all filters.

The items/services found according to the criteria set by the Filter are ranked in the Result (2). The table consists of the following columns:

Column	Description
⊕	Opens the interface to add an item in detail
Code	Article code
Name	Item name
ⓘ	Opens item file
Free	Shows how many pieces are left free in the warehouse

The items added from the detail add interface are arranged in Row (5) in a table with the following columns:

Column	Description
Warehouse	Warehouse/sub-warehouse for rent
Code	Article code
Name	Item name
ⓘ	Item file
Measure	Measure of the item
Quantity	Quantity to let
✎	Opens the line for editing
🗑	Deletes row

In addition to the columns containing basic information, you can include and exclude additional columns of detailed data by means of check boxes :

Column	Description
Description	Item description
Category	Category of item
Brand	Brand of the item
Batch	Batch of item
Weight	Displays the weight of the item as set in its file.
Volume	Displays the volume of the item as set in its file.

Description and Note (6)

Configuration of how to add rows (7)

Views of the Products and Elements screen
The two variants, Inner view and Side view, are switched by ticking the desired view in the Configuration. They are used in the same way.

To save the changes, you must press the Confirm button in the Header. If you want to exit without saving the changes, you must press the Close button.

In order to complete the Rental you must DELETE the items from your warehouse! They go as stock to the Customer and can be tracked from their file or from Stock- Rentals.