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Getting started

Getting started

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Getting started

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Initial Setup

A bit of initial setup will help on reporting of Hire Income

Name one of the Departments for Hire Sales - Use one of the Departments from 2 to 6 that are not being used and ensure it starts with 'HIRE'. You can set in Settings / System / Sales / Departments. This will enable sales reports by Department to show revenue from Hires. See the Departments topic for more information on setting this up.

Name one of you Stock Categories for Hire Sales - Ensure there is a Category starting with 'HIRE'. You can set in Items / Categories. This will enable sales reports by Category or Group Category to show revenue from Hires.

Ensure the Hires option is on the top menu - Ensure you have the Hire Module licensed (see Settings / Licence). If still not showing select Settings / System / Security and ensure the Menu option(s) are ticked for the appropriate security level

 

Creating Hire Units

It is also a good idea to flag any Units as Hire Units. To do this:

Go to Items > Units and find the Unit you want to hire out.

Then click Main Detail and then Edit to make changes.

Now click on the Hire Tab and tick the Hire Unit box. You can also add more information such as Default Daily rate, Last service Date, Last safety check date and current condition details. (See image below)

Hire_Edit1

Once you have finished editing all the Hire information, click Save to finalise it. You can now use the Unit as a hire unit.

See also...

Departments

Creating a new contract

Invoicing Hires