Rental Contracts Settings: Auto-Transfer Return Items

October 01, 2024October 01, 2024

Please Note: If you have only a single Location in the MusicShop360 system, you will not see this option.

For multi-location stores, you have the option of auto-transferring your rental items to your primary service and repair location for post-rental cleaning and service, or in cases where the item just needs to go to a certain store location for whatever reason. If you don't prefer to transfer items in this way, there is no need for you to turn on this function. To activate this feature, click the Admin Button with your username in the upper right and go to Settings > POS Settings > Rental Contracts, and you'll see the setting in the upper section, as pictured below.

 

Working With Your Return Rental Items

With the feature turned on, whenever you receive rental inventory items back from a customer from returns, exchanges, or completed rental contracts, you will be prompted to transfer the item to the store Location of your choice, as pictured below. The default option you'll see is to not transfer the item. The Location drop-list will contain your different locations, and the one that currently has the item will be grayed out. If you have done such a transfer before, the system will remember the previous transfer location and that will display in the list for you by default. You can always change the selection as needed.

If you choose a location and click the Done button, the item will immediately have its Location changed to the desired store and an Inventory History entry for the transfer will be added for the item. Please note if you complete the transfer option this way, a Transfer record in the Transfers module will not be made, the system will just change the item's location to the one you selected.

You have the option for the transfer to Save as Draft. If you check that box, the system will create a Transfer in the module under Inventory > Transfers that will be in Draft status. This is a great option if you need to track the physical transfer of the item with the Transfers module or if you need to add other items to the transfer.

 

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