Missed Rental Transactions by Group
Counter Menu -> Missed Rental Transactions by
Group
Counter Menu -> Counter Worksheet
Details -> Product # window -> Missed Rental/Sale
- By Group option -> Missed Rental Transactions by
Group
A missed rental/sale occurs when a customer asks for a rental or
sale item that is not available, or that your firm does not
normally carry.
These missed rental/sales opportunities can be recorded, so
management will be able to determine how often certain items are
requested, and make a decision about purchasing that item in the
future.
All missed rentals and sales can be printed out using Missed Rentals Report.
The prompts include:
-
- TRANSACTION TYPE
- Missed rental/sales transactions can be entered by specific
product or more generally by the product Group.
If this utility has been triggered from the Counter Worksheet Details then the Transaction
Type will already be defined and the radio group is
disabled.
If this utility has been triggered from the Counter Menu
tree then select the Transaction Type for the transaction.
Refer to the prompts below to capture the information for a
missed rental/sale at the Group level.
Refer to Missed Rental Transactions by
Product to capture the information for a missed rental/sale at
the product level.
TRANSACTION#
- Accept the system assigned transaction number.
DIVISION
- Enter the division applicable or select one from the drop-down
list.
Note: If the missed rental/sale is generated from the Counter Worksheet Details, it is this division
that is used for the missed rental/sale transaction rather than the
division assigned on the document.
GROUP NUMBER
- Enter the Group which the customer
requested, or look it up in the window.
The Group number will be prefaced with a + to differentiate it from
a specific product number.
If the customer asked for an item that is not stocked and does
not have a Group defined, enter an * .
These items are reported in the output as not Stocked.
GROUP DESCRIPTION
- Accept the Group description as displayed, or over-type it with
the description of the equipment or item requested by the
customer.
DATE ENTERED
- Accept today's date, or enter the date when the rental or sale
opportunity was missed.
QUANTITY REQUESTED
- Enter the quantity requested by the customer.
RENTAL DAYS MISSED
- Enter the number of rental days that are being missed for the
product rental.
REASON CODE
- Enter the Reason code for the missed rental/sale or select it
from the drop-down list as setup in Missed
Rental Codes.
ADDITIONAL DETAILS
- Enter in any additional details describing why the rental or
sale was lost.
Up to 40 characters may be entered.
This information prints on both the report and spreadsheet output
generated from the Missed Rental/Sales
Report.
Finished?
- Click ACCEPT to save the missed rental/sale record, or click
CANCEL to abort.
Topic Keyword: RSMR01B (6521)