Equipment Check-out

Order Prep

Orders should be prepared 24 hours before pick-up to allow time to deal with issues that might arise. Only a single order should be worked on at a time, to minimize confusion and insure nothing is missed.

The person prepping the order should look at the Prep clipboards and select the next order. The clipboard should contain a checkout form similar to this:

For every line item on the order the steps are as follow (process all the items on a given line first before moving to the next item):

1. Move Items to staging area

If multiple small grip items are part of an order, it’s OK to put them in a milk crate, but ADD the milk crate(s) to the pick-up sheet!

2. Visually Inspect the Equipment & take count

• For equipment kits (dana dolly, teradek, Bartech, generators, etc…) it is essential that all accessories in the package should be accounted for.
• Any accessory NOT included in the kit should have a 0 in the OUT column.
• Any accessory missing should be noted in the comment column and Post on slack's #current-rental so replacement can be ordered or the item located.
• Any accessory damaged should be swapped out (if possible) and moved to the repair station. make a note on sheet and Post on slack's #current-rental.
• Additional accessories/items not on the form should be written down on the form and follow the same process. Post on slack's #current-rental so we can update order.
• Fabric items should be inspected for tears, rips, holes and noted on the form.
• Overheads that are zip tied are presumed ok. If not zip tied, it should be taken out of the bag and inspected.

3. For the item inspected, Scan the item if it has an asset tag. If it's in a serialized container, scan the container and the enclosed items should auto allocate. (See Prep An Item)

4. Post Inspection

• After an item is inspected / Tested, the OUT column should be updated with the count of items and accessories.
• Put equipment together for client pick-up
• Move clipboard to the Pick-Up Column

 

Client Pick-Up

When the client arrives to pick-up their equipment:

• Verify the has Accepted the Agreement
  • Under "Approval Documents", A document with "Agreement" in the title should be presend and marked "Accepted".
  • Sometimes it does not show up there. Look at the discussions and see if a document Accepted is present.

• • "Rental Approval, Agreement & Payment accepted" either in the discussion section or approval Documents section.
• Verify that the order has been paid for or will be paid for prior to departure.
  • In the "default" view, there is an invoiced column.
  • "Invoiced" being set to Yes means the order has been paid (see workflow... invoice is issued once payment is received).
  • When in doubt, call Sales agent to verify payment has been received.

• Client is free to test the equipment at the shop to insure it is in working order.
• Once satisfied with the entire order, they perform an electronic signature on the checkout form.
  • On the shop tablet, find the order in Current RMS.
  • go to JML - CHECKOUT (under Print section on right hand side)
  • Select Approval URL
  • Click the Link
  • Click Approve
  • And tablet to client to fill name and sign pick-up form.

Adding to order on the fly

Sometimes, additional equipment needs to be added to the order at pick-up.

If the invoice has not been paid:

• Agent should update the Order in CurrentRMS
• Client needs to approve the updated order via link
• Pay order via the updated link
• Sales agent then issues, post and emails invoice
• Make sure to use a new checkout form with the updated order.

If the invoice has already been paid:

• Agent should create a new order in CurrentRMS for the additional equipment and add an "- ADDITIONAL" to the order name.
• Client needs to approve the updated order via link
• Pay order via the updated link
• Sales agent then issues, post and emails invoice
• Client fills out the 2nd checkout form too.

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Updated: 11-01-2021