Pickup Console

Counter Menu -> Deliveries & Pickups -> Delivery Console -> PICKUPS button -> Pickup Console

This utility can be used to review the current Pickup requirements and ticket status for each product detail on a contract.
For complete details on the delivery/pickup feature refer to Delivery and Pickup Ticket Overview.

A selection of Pickup records can also be accessed by clicking on the OUTSTANDING button at the bottom of the screen.

The prompts to view Pickups for a specific contract include:

CONTRACT#

Enter the contract number or select it from the Contract Search window.
The customer name and shipping site name display.

SHIP TO

The site name or shipping name is displayed from the source contract.

Click the ATTACHMENTS button to review and set any File Attachments associated with this document.
The link to an attached document will be passed on to any resulting documents created by converting the document to another document, such as a contract to an invoice.

Finished?

Click ACCEPT or the ALT-A key combination to generate the pickup records for this contract.
Click CANCEL or the ALT-C key combination to exit the selection screen.

Resulting Pickup Console:

The product details display by sequence number with the Product#, Description, Quantity, Status, Details, Last Pickup Ticket # and Inspection count.

Products that have delivery or pickup details are identified with a * (asterisk) in the Del/Pick column.
For more information on these products such as exchange information or cancel ticket records, window in the Details column, as outlined in the Ticket Details window.

A window is provided in the Last PU# column to display the actual Pickup Ticket on the screen.

The Insp column displays the number of associated Inspection forms with each item and the Delivery/Pickup Inspection Forms window is provided to view and print the inspection information.

ACTIONS:
Additional actions provided by buttons on the Pickup Console screen are based on the pickup status of the product detail on the Contract or Pickup Ticket including:

• Create a Pickup Ticket:
  Click the CREATE button to create a new ticket as outlined in Create Pickup Ticket.

• Print a Pickup Ticket:
  A printer can be confirmed or re-selected from the Printer option located on the menu bar at the top of the screen.
  Click the PRINT button to print a ticket as outlined in Print Pickup Ticket.

• Close a Pickup Ticket:
  Click the CLOSE button to close an open ticket as outlined in Close Pickup Ticket.

• Cancel a Pickup Ticket:
  Click the CANCEL button to cancel an open ticket changing the Off Rent status on the product back to On-Rent as outlined in Cancel Pickup Ticket.

• List the Outstanding Pickups:
  Click the OUTSTANDING button to generate a list of the outstanding Pickup transactions on the screen or to print a report, as outlined in Outstanding Pickups Report.

• View Delivery Information:
  Click the DELIVERIES button to access the Delivery Console for the same contract.