Book a hire, send it out and take it back

The steps

Find it

1. Every screen is in the menu on the left. Under CORE, tap Rental & Hire. On a phone, open the menu with the button at the top left first.
2. Register lists everything you hire out, each one a fixed asset, with how many are in the yard, on hire and away.

Book the hire and send it out

1. Tap Contracts, then tap New booking.
2. Tap Customer and type Umhlanga, then tap Umhlanga Health (Pty) Ltd.
3. Tap How many and type 1. The hire is priced as you type, from the compactor's own day and week rates.
4. Tap Book. The compactor is reserved for those dates, and the booking is numbered HC-0001.
5. Tap HC-0001 to open it, then tap Send out. The compactor leaves the yard on the register.

Scenario: another customer wants the compactor for the same days

1. Tap Contracts, then tap New booking.
2. Tap Customer and type Umhlanga, then tap Umhlanga Health (Pty) Ltd.
3. Tap How many and type 1, then tap Book. The booking is refused, and the message names HC-0001, the contract in the way.
4. Tap Cancel. Hire one in from another hire company with Cross-hire on the contract instead, if the customer still needs it.

Scenario: the customer is done with it

1. Tap Contracts, then tap HC-0001 to open it.
2. Tap Off-hire, then tap Confirm the off-hire. The charge stops that day, whenever you collect.
3. Tap Take back. The inspection counts what came back. Tap Cleaning (R) and type 350.
4. Tap Record the return. The contract closes, and its invoice is raised as a draft with the hire and the cleaning on it.

More detail is in the guide.

Check yourself

1. You hire out a compactor at R450 a day and R1 350 a week for nine days. What is the customer charged?

   • Nine days at R450, R4 050
   • One week and two days, R2 250: the cheapest mix that covers the hire
   • Two weeks, R2 700
   Show the answer

   One week and two days, R2 250: the cheapest mix that covers the hire

2. A customer phones to say they have finished with a hire on Monday, and you collect it on Wednesday. When does the charge stop?

   • Monday, the day it is off-hired
   • Wednesday, the day it is collected
   • The day it was due back
   Show the answer

   Monday, the day it is off-hired

3. Where is a compactor you hire out kept in your books?

   • In stock, on the inventory account
   • As a fixed asset, depreciated with your other assets
   • Nowhere until it is sold
   Show the answer

   As a fixed asset, depreciated with your other assets