OneCore Rental App Docs
Breadcrumbs

Import Rent Items

Import Rent Items from Items

 We have ability to make bulk import of Rent Items from Items via following function available on Rent Item Card/Actions/Import/Import from Item (Fixed Assets)

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If we have available such items, which have following parameters 

  •  Rent Item = Yes, Max. Rent Item CountQuantity on Hand

    and Rent items were not yet created from all of available amount saved in field Max. Rent Item Count, then clicking on button Import Items creates:

    • Detected missing number of Rent Items (without tariff group, tariff subgroup, pricelist), e.g. if Max. Rent Item Count = 100 and the detected number of Rent Items already created is 89, import function creates 11 new Rent Items 

    • At the same time, the entry will be created into to the Package Item table

  •  After running an import function, confirmation message appears: “Rent Items created from available items (without pricelist setup): 8

  • In Rent Items list is possible to see created items without Pricelist setup

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Import Rent Items from Fixed Asset

  • This function finds all Fixed Assets that have setup Rent Item = YES and Rent Item Created = NO, that are active and not blocked

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  •  After clicking on Actions/Import from FA

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  • Confirmation message appears: “Rent Items created from available Fixed Assets (without pricelist setup): 1”

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  • It will be created ONE Rent Item for each Fixed Asset found (without tariff group, tariff subgroup, pricelist).

  • Tickbox Rent Item Created will be changed to YES

rent items.png
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Note:

For using new Rent Item, don't forget to fill Tariff Group, Tariff Subgroup and Pricelist Code.

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Create more Rent Items with Pricelist setup

  • To create more Rent Items just in a few clicks, click on Rent Items/Actions/Import/Import Items with Setting

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  • Choose the Item, from which you want to create Rent Item

  • Define the Tariff Group, Tariff Subgroup, Pricelist Code and other data

  • Enter the number of Rent Items, which have to be created (the system checks the maximum Rent Item Count from Item Card).

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Follow up:

How to create Item

How to create Fixed Asset

How to create Rent - workflow