Damaged and missing items
The crew count what comes back at pickup; anything not found or broken stays held out of stock until the office decides on it.
WhereSales›Orders›the order›Not back from pickup
At every pickup the crew count what is there before they can finish. Anything short is reported to the office at once, shown on the order, and kept out of stock so nobody rents what you do not have.
At the pickup
- On the stop, the crew see Count what is here from Start.
- If everything is there, one tap says so. If not, they mark each short item Not found or Broken.
- They can change the count until they press Done. Photos of anything broken go on Done with the proof.
Whoever handles Dispatch is told as soon as a count comes up short, and again if it changes.
Decide on each item
The order shows Not back from pickup above its tabs, with each item, how many, who counted it and on which stop.
- Open the order.
- For an item not found: press Found it when it turns up.
- For an item broken: press Fixed once it is repaired.
- If it is gone for good, press Write it off. That takes it out of Quantity owned.
Each choice has Undo.
Good to know
- Until you decide, the item is held out of stock with no end date, so availability on every quote and order is right. The item's page shows it under Out of service, with Decide on the order to jump back.
- A missing item nobody has decided on reminds the office once, 14 days after the count.
- Writing an item off needs a role that can change products.
- To record what happened and follow it up with the client, press Log an issue under the order's More menu. See Issues.
- The damage waiver a client pays is set in the totals box under the items. See Quote totals.
- Tagged units are counted too, and checked back in when their tag is scanned. See Tagged units.
If something goes wrong
- The crew cannot press Done. The order has stock on it and nothing is counted yet, or another stop changed what is out. Count it again.
- An item is out of service by mistake. Use Undo on the order, or Found it.
Still stuck? Tell us what you pressed and what you saw. A person reads every message.
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