How to Mark items as Sub-rented

If we are sub-renting a piece of gear from another vendor, we need to mark it on the opportunity. There are 2 possible scenarios:

• We have some items in stock, but need to sub-rent additional items.
• we don't have the specific item, so we need to sub-rent the total quantity.

Entire Quantity is sub-rented

1. Add the vendor organization if not already in the system
2. In the Opportunity, go to the Detail View
3. Select the items to be sub-rented with a checkbox
4. In the Action button, select "Set sub-rent supplier"
5. Enter the supplier name in the box and mark Convert to sub-rent to YES

Partial Sub-rent of Items

If we don't have enough in stock to fulfill the entire order, we need to do a partial sub-rent.

1. In the Opportunity, add the item but only put in the quantity we need to sub-rent, not the total quantity
2. Select the items and Set sub-rent supplier and convert to sub-rent.
3. In the order view, edit the item and update the count to the total quantity. If this is an item with accessories/components, you only need to do this on the primary item.
4. Once you update the item, the additional items added will come out of our inventory.