Please refer to the
Checkout section of the User Guide for more general information.
The Rental screen :
1) Is designed for larger rentals to other organizations (other theatres, churches, schools, etc.)
2) Has the option to charge a fitting fee is items are returned in a day or two and not rented.
3) Has more receipt options
* The Balance Due is at the top which takes into account the fees plus the amount paid.
* The Total Rental Fees are for all Costumes, Props, Wigs, and Ensembles.
* The Discount can be applied to the Rental Fees. This is a percent so to take 50% off, enter 50.
* The Multiplier is for very long rentals. If your normal rental fee is designed for 2 weeks but someone wants to rent items for 3 weeks you could enter a 'multiplier' of 1.5 (see below).
* The Fitting Fees + Damage + Late Fees - is a sum of all three fees. You can see the details on the Fee Details / Payment tab.
* The Subtotal is the sum of the Rental Fees (and Multiplier if used) minus the Discount amount + all extra fees.
* Sales tax is calculated if: Your organization has to charge Sales Tax AND this Organization's record is marked to be charged Sales Tax.
* If the Costumes have a Dry Cleaning Fee - it is added next.
* The Rental Total is shown with all Rentals, Fees, Sales Tax and Dry Cleaning Fees.
* The Fee Paid is the amount paid by the customer
* The Date Fee Paid is the date when the payment was received. Note: If the customer pays in more than one payment, all payment amounts should be summed in the this one field. If you need to keep track of the different payments, enter it in the Notes field.
All the Receipts have been updated to show this Fees Summary.
2) For Rentals (to other Organizations) you can now assign a Fitting Fee (either an exact amount or a percentage of the rental fee) when an item has been returned early. (This feature is not on the Individual Checkout screen.)
To set up the Fitting Fee - go to the Rental Menu / Utilities:
To turn on the Fitting Fee feature - check the box next to "Do you charge a Fitting Fee?". Select the Fitting Fee type (Percent or Amount). Enter in the fee (either the amount or the percent).
On the Rentals screen you will see a new button called "Return". When an item is returned, click on the Return button and 5 things happen:
1) Next to the Return button the word "YES" appears to show that it was returned.
2) The Item is 'checked in'.
3) The Rental Fee (on the Costume listing) is updated to the Fitting Fee
4) A note is added to say that some items were returned.
5) The Total Rental Fees is adjusted to reflect just the items checked out (not returned). The Fitting Fee is added in the "Fitting Fees+Damage+Late Fees" section. Note: on this example there are Props checked out as well. To see the Fees breakdown look at the Fee Details/Payment tab (below).
To see the Fitting Fees you can look at the top Fees summary or the tab for 'Fee Details / Payment'.
