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.