Rented items leave the shelf count, not your books

What moves

A rental pick-up moves the item to a Rented out location and the return brings it back, so availability is honest while the asset stays on your books.

Before you start

• Inventory and Rentals both in your plan
• Rented products or serial numbers linked to stock items
• Items counted by quantity: the catalogue product has a stocked item in Inventory
• Items counted one by one: each unit linked to an Inventory serial number, set today through the Copilot or the API

Step by step

1. Rental agentRentals

   Hands the booking to the customer and marks it picked up.

   You see:The pick-up is announced.

2. SystemInventory, Purchasing & Warehousing

   Moves each item, or each serial number, from where it sits to the Rented out location.

   You see:On hand drops and a serial shows rented out.

3. Rental agentRentals

   Marks the booking returned.

   You see:The return is announced.

4. SystemInventory, Purchasing & Warehousing

   Moves the items back to the location they left.

   You see:On hand rises again; no cost layer is created or used, because it was only a transfer.

Related

• Inventory, Purchasing & Warehousing
• Rentals
• Stock and purchasing feed the stock report
• Stock follows the order
• Stock movements, purchase orders and bills line up
• A purchase order goes through a multi-step approval chain
• A stock count is entered on the floor and posted by the manager
• Connections between modules