Pickup and return

Hand items over and take them back from a phone - checklists, numbered units, photos, the customer's signature, part pickups and returns, late fees and damage.

Pickup & return is the screen for the counter. It works on a phone: add Rental to your home screen and take photos with the phone's camera.

It lists Pickups today, Returns today and Late rentals. Search by order number or customer to find any other order, or open the order and use Pick up or Return there.

Pick up

1. Click Pick up on the order.
2. Check what goes out. For numbered units, scan or pick the units (the reserved ones are ready). You can hand over part of the order now and the rest later.
3. Tick the checklist - Tick all when everything was checked (Standard and up).
4. Take photos of the condition (Standard and up).
5. If the ID check is on and this customer isn't checked yet, take a Photo of the ID and tick ID checked (Professional and up).
6. If a deposit is due, record it here (Deposit due). See Deposits, late fees and damage.
7. The customer signs in the Customer signature box with their finger and types their name (Professional and up).
8. Click Hand over.

The order becomes Picked up, and the signed agreement is ready to print or send. If you use Ellibo Inventory, the stock moves to "Out on rent" (see Stock moves in Inventory).

Return

1. Click Return on the order.
2. Count what came back. A part return is fine: the rest stays out.
3. Tick the checklist and take photos, as at pickup.
4. Late? Rental shows how late it is and the Late fee from your rule. Managers and Admins can lower it; Staff can't.
5. Damage or missing? Add a Damage charge or mark a part missing, with a note and photo. A damaged unit can go straight to repair with Send to repair.
6. Deposit - refund it, or keep part of it for the charges, and choose Refund by (cash, bank and so on).
7. If your settings ask for it, the customer signs again.
8. Click Take back.

When everything is back, the order becomes Returned and the items are free again after the time between rentals. Charges are invoiced in your books.

Late rentals

A rental not back by its return time (plus the grace time in Settings) shows as Late in red on the schedule, in the Late list and on Home. Customers get a reminder if reminders are on (see Rental reminders).