Editing CheckOut (section)

===== Rent to a walk-up customer =====

* Click on the New icon.  The following screen appears:

[[File:Check_Out.png]]

* The RA #, as defined in Transaction Numbers, will automatically appear.
* Enter a Reference # if desired.  This can be used to search a contract.
* Select a Rental Reason, as defined in Reasons for Rental/Discount.

'''Pickup Information'''

* The Location defined in Terminal Settings will automatically appear as the Location Out and Location Due.  Use the pull-down menu to select different locations if desired.  
* Enter the Date Out and Time Out.  There is a pop-up calendar available next to the date fields if required.
* Enter the Number of Days and tab.  The Date Due will automatically appear.
* Enter the Time Due. 

'''Vehicle Information'''

* Select the Product and vehicle class from the drop down combo-boxes.
* Enter the Unit #, or use the binoculars to search for available vehicles.  The pop-up screen will allow you to search all available vehicles or just those on the Ready Line. You can choose to display the results of the search sorted by class, color, license #, location, model, odometer, mileage quota, stall, unit # or year. You can even click on the desired options in the left window (use Ctrl Click to select multiple choices) and the system will highlight the vehicles in blue that match your requested option list. Highlight the vehicle you want to assign to the rental contract and double-click or click on the ‘Select’ button. You will be returned to the Summary tab.
* By default the ‘rented-as’ field will be set to the same class as selected above. Only change this if you intend to apply a time and mileage rate for a different vehicle class, as in a free upgrade.
* Select the Prepaid Fuel option if desired.
* Adjust the Fuel Level as needed.

'''Company and Rate Information'''

* If this is a corporate rental, click on the binoculars next to the ‘Company’ field to search for the company record. If you select a company, a list of drivers associated with the company will appear. You can either accept one of the drivers in the list as the primary driver or you can enter a new driver.
* Enter a Rate Plan if you have already added rates for it.  Otherwise, leave this blank.
* If the Company requires a PO#, click on the binoculars to look up the applicable Purchase Order numbers.
* To add an upgrade charge to the contract, enter the per-day amount in this field. Upgrade charges are set up in the Miscellaneous Charges and Coverages maintenance program. 
* Tab through or click on the binoculars for the Rate Code.  All applicable rates will appear.  Double-Click on the desired rate.
* Select any coverages requested by the customer by using the drop-down menu for each of the four major categories.  More coverages and options can be added from the Charges/Payments tab.

'''Renter Information'''

* If this is a retail rental, enter the customer’s home phone number with area code first. If the computer finds a match in the repeat renter file it will prompt you on the screen. If you accept the prompt the computer will pre-fill the reservation with the repeat renter’s details. If no match is found, continue entering the customer’s data in the fields provided.
* Enter the Source and associated Referral/Agent ID if desired.

'''Deposit Information'''

* Select the payment type from the combo-box.
* Depending on the payment type selected, different fields will appear. If it is a credit card, type the number in the field provided and the expiration date of the card. Enter the amount you are authorizing and indicate whether you are just obtaining an authorization or actually charging the card at this time (authorized/paid radio set). Enter the authorization number. If you mark the deposit as paid, the system will deduct the amount from the final charges.
* Note: If you are using the RentWorks credit card processing module, you can swipe a credit card at any time, while on any screen.  You will be prompted to enter the last four digits of the card as a security check. The system will populate fields on the Summary, Drivers, and Charges/Payments screens with data held in the magnetic stripe on the card.

'''Finish and Print'''

* Click on the Finish icon to Save and Print the Rental Contract. If you have set up other currencies, you can chose the desired currency to print. If you have set up other language translations, you can chose the desired language to print.

* If you had entered an email address for the renter, an output destination of 'Email Renter' will appear on the drop-down menu.

* If you select 'Email Renter' or 'Specify email address' the following screen appears so that you can include a personal message:

[[File:Email_Prompt.png]]



'''Additional information can be entered from the tabs and icons described below.'''



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