Returns can be processed in two ways:

• Return a single item from a contact
• Return multiple items from a single customer over multiple contracts

Return a single item

Open the contract on which the item exists, and in the list of Hire Stock right-click the item you wish to return and select Return Item to Stock. Then choose either End of Hire or Faulty Item. 

When selecting Faulty Item, you will be asked to specify the fault from the list of faults you setup in the initial configuration of 4Hire. This will allow you to determine whether the fault is chargeable to the customer or not.

If you have the Job Cost module installed you will be asked whether you would like to create a repair job for the item. More information can be found in the Job Cost section of this guide.

Return multiple items at once

Returns allow you to process the return of equipment onto a Return Docket by either selecting equipment currently on hire from a list, or by scanning the barcode of the actual item being returned. Returns are processed on a per customer basis, and will flag any equipment not on loan to the customer returning it.

Creating a New Return Docket

To create a new Docket, click the New Docket button on the toolbar. The Docket Id will reset to a default -100 number, meaning the docket has not yet been saved. To save your changes, click the Save button.

Filling out a Return Docket

You can navigate to any existing Docket by either clicking on one of the navigation buttons at the top of the forms, do not forget to save your changes by clicking the Save button.

To begin adding items to the Return docket, select a customer from the Filter by Customer dropdown, the Outstanding Stock list will then automatically populate with any items that customer currently has on hire. If you wish to scan the barcodes of the items now, click the Start Scanning button and scan your item.

To add an item to the Docket lines (the equipment being returned on the current Docket), double-click its line in the Outstanding stock list, and it will be moved to the Docket lines list.

If you scan an Item that is currently out on Hire to another customer, or is not currently on hire at all, you will receive a warning message. This item will need to be processed under the relevant customer if there is one, or investigated further.

You can select Cancel at any time to close the form, all changes since the previous Save will be lost.

Printing a Return Docket

If you would like to view or print the current Return docket, click the Print button at the top of the form and Clarity will open with a Return Docket displayed. Select print from within Clarity, and follow the prompts if you wish to print out to paper. If clarity does not display, or you get an error message please follow the instructions on how to setup the Clarity / 4Hire link.