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Inventory Pro

Trace: Leasing

Leasing

Table of Contents

Leasing

Leasing allows you to move items from your warehouses to a customer’s location while keeping the items listed as in stock. The items stay in your inventory; however, it shows that the customer has them and you expect them to be returned to you. Once the stock is returned you can remove it from leased status and use it like any other item in your inventory. Items on lease are not considered available for issues or shipping orders but are viewable and can have reports generated about them. The Audit Trail contains a record of leases, as it does with all other transactions.

View Leases

Leasing → View Leases

This page allows you to view items that you have already leased, return or issue leased items, and add new leases. To use this page:

  1. Tap on Leasing and then on View Leases.
  2. Select the customer whose leases you want to view or modify using the select box in the Customer field.
  3. On this page, you can return the items on a lease to your inventory or issue them permanently to the customer. Check the checkbox in the Use field next to the lease that you want to return or issue and then tap on the “Return” or “Issue” button to return or lease the items, respectively.
    • You can tap on the “Select All” or “Deselect All” buttons to check or uncheck the checkbox in the Use field for all leases for the selected customer.
  4. Tap on the “Add” button to go to the Lease Stock page (described below), on which you can add new leases.

Lease Stock

Leasing → Lease Stock
Leasing → View Leases → “Add” Button

This page allows you to temporarily lease items in your inventory to customers. Unlike issuing items, items that are leased to customers can be returned (although they can also be permanently issued). To add a new lease:

  1. Tap on Leasing and then on Lease Stock or on View Leases.
  2. If you tap on View Leases in step one, tap on the “Add” button; otherwise, ignore this step.
  3. Select the item that you wish to lease by using the select box in the Item ID / Desc field. You can use the first Filter field from the top of the page to search for the item that you wish to lease. This Filter field works the same way as the Filter field on the Search Inventory page.
  4. Select the location from which you are leasing the item by using the select box in the Location field. Note that this field will automatically fill with one of the locations at which the item that you are leasing is stored when you selected an item. As well, you will only be able to select locations at which the item that you are leasing is stored in this field.
  5. Enter the number of units to be leased in the Units field.
  6. Enter the serial or lot number of the units that you are leasing in the Serial/Lot field, if applicable.
  7. Select the customer to whom you want to lease the items by using the select box in the Customer field. You can use the second Filter field from the top of the page to search for the customer to whom you want to lease. This Filter field works the same way as the Filter field on the Search Inventory page.
  8. Enter the date on which you expect the items to be returned in the Return Date field. Tap on the month, day, or year in this field to adjust that number. You can either type directly into the field or use the arrows on the right side of the field to adjust the selected number. If you type into the field, once you have entered the correct number of digits for one number, the number immediately to the right will automatically be selected.
  9. You can tap on the “More Options” button to access additional options about the lease.
  10. If you tapped on “More Options”, you can enter an RFID number in the RFID field or enter a reference in the Reference field.
  11. Tap on the “Lease” button to lease the selected items to the selected customer or tap on the “Cancel” button to clear the screen.