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This text refers to program version 8.5  

Creating Collection Records

This page describes adding a new record to the Collection register in the Rental module.

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You can create Collection records using the following methods:

  1. You can create a Collection record from a Rental Reservation. Open the Reservation in a record window and select 'Collection' from the Create menu (Windows/macOS) or + menu (iOS/Android). The Reservation must have at least one connected Items Out record that you have marked as Sent.

  2. You can create Collection records from an Agreement. Open the Agreement in a record window and select 'Collection' from the Create menu or + menu. The Agreement must have at least one connected Rental Reservation and at least one connected Items Out record that you have marked as Sent. Using this method may result in a Collection record that contains Rental Items from more than one Rental Reservation and/or in more than one Collection record being created.

  3. You can use the 'Generate Collections' Maintenance function to create Collection records from more than one Agreement. This function is described here.
You cannot add Collection records directly to the Collection register.

The fields in the Collection window are very similar to those in the Items In window: please refer to the description of the Items In window here for descriptions of each one.

After creating a Collection record, you can print it as it will provide a list of the Rental Items that are to be collected from the Customer. When you receive the Rental Items, you can mark the Collection as OK and save: this will prevent further changes and will also remove the Collection from the Collection Status report. As Collection records that have been marked as OK will not be included in the Collection Status report, you can use this report to produce a list of the Rental Items that you are expecting to receive back from Customers in the near future.

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The Collection register in Standard ERP:

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