Portal Pickup Request Feature


Portal Overview Information Guide -> Pickup Request

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

API Construction by webadmin:
When the webadmin is setting up the menus options for the API Themes as outlined in Customize the Portal Website, he can use the List Contracts API for designing the 'Request Pickup' option by checking the 'Pickup Request' box in the Record Sets when Editing Details of the API.

Process Flow on Portal:

Rental Store Pickup Request Follow-Up:
Rental store staff can monitor pickup requests generated from the Portal in Process Pending Pickup Requests as no email is sent to the store staff to alert them of a request.

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'.


Topic Keyword: WE0006
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