What are the benefits of this feature?
Seamless Charge Continuity: Original charges continue from where the previous item left off—no manual recalculations.
Automatic Accessory Transfer: Linked accessories move to the replacement item automatically, reducing errors.
Improved Tracking: Exchanges are logged as a new document type in the Movements tab for clear visibility.
Driver Assignment: You can assign exchanges to drivers just like deliveries or collections.
Swapping Rental Items Mid-Hire
Step 1: Select your Active Order
Step 2: Initiate the Exchange
Click on the new Exchange action available on the order.
Select the item to be replaced.
Step 3: Choose a Replacement Item
Pick a replacement from the same category or product group.
The system will carry over the original charge, starting from where the previous item left off.
Step 4: Automatic Accessory Transfer
Any accessories linked to the original item will automatically move to the replacement.
This ensures nothing is missed during collection or return.
Step 5: Review the Movement Document
A new Exchange document is created under the Movements tab.
You can:
Assign the exchange to a driver.
Confirm both movements (collection and delivery) by signing the exchange.
Step 6: Edit Book-In Details (If Needed)
Before confirming the exchange, go to the relevant movement document.
Make any necessary edits to book-in details.
Step 7: Confirm the Exchange
Once everything is reviewed and signed, confirm the exchange to finalize the process.
