After the customer has logged into the Portal with his Account Number, User Name, and Password, as explained in Customer Administrator and Employee Access, and if the web administrator has included the Pickup Requests option in the customer's API Theme, then the customer can use this utility to request equipment to be picked up from the site
Then on the resulting Select Contract web page, the
customer can trigger a pickup request by clicking on the relevant
Contract number in the list.
This opens the Add To Pickup page for that contract.
The Add To Pickup page displays the product numbers,
descriptions, quantity on rent, quantity pending pickup, quantity
confirmed to be picked up, and the balance.
The customer can enter the Pickup Qty for each product on
this request.
Click ADD TO PICKUP to accept the quantity or
BACK to return to the Contract list.
Note: 'Pending' pickups are pickup requests that have been
submitted previously but have not yet been acted on by the rental
store.
'Confirmed' pickups include any products that have been included on
a Pickup Ticket generated in Create Pickup
Tickets.
After clicking ADD TO PICKUP a review of the item details to be picked up is displayed, with the options to change and UPDATE QTY or to continue by clicking REQUESTER INFO.
The Provide Requester Info page must be completed before
submitting the request.
The mandatory information to be completed includes name, phone,
email address and date.
An optional note can be added to each contract as required.
Click SUBMIT when completed, or BACK to
return to the Add To Pickup page.
A summary of the pickup request including contract#, site
contact, pickup date, pickup time. request# is displayed.
An email is sent to the customer with the Confirmation# for the
pickup request, for reference.
Pickup Requests in the queue in Process
Pickup Request Details show as 'Pending' on the Portal
inquiry.
When a Pickup Request is deleted from the list in Process Pickup Request Details, the product quantity
reverts to the outstanding 'Balance' until a Pickup Ticket is
created in Create Pickup Tickets.
After the Pickup Ticket is created, the product quantity shows a
'Submitted'.
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