The Options Tab lists various options available for each item.

Rate Engine – The rating engine marked in the item record determines how the program computes rental charges for that item.

Select Tax – Select the tax code for this item.  Normally this would just be set to Default.  Note:  You can use the Tax Code for delivery items to automatically charge the sales tax associated with the city to which the items are delivered to.

User-Defined – These fields allow you to set a user-defined field.  This would be used if you wanted to hold information that does not have its own field.  You can define the name of the field under Configuration; Parameters

Web Group – If you have signed up for our Integrated Website option you can use this field to group items together on your website

Msg Code – If you want to attach a message to an item that will print on the contract you would set up an Item Message under Configuration and then Item Messages. The number assigned to that message would be placed in this field.

Default Sort – This field is used to get items to group together on the contract.

Link item – This field allows you to link another item by its item key. When an item is added to a contract, its linked item will automatically be added to the contract with it. Adding the letter “o” in front of the item key will add the linked item when opening a contract, while adding a “c” in front of the item key will add the linked item when closing the contract with the original item. You can also add #1 to the end of the item key to automatically add a quantity of 1 to the contract.

Instruct File – Allows you to attach a text doc with instructions to be printed when the item is entered on a contract.

 * Note:  These settings should be made on the header and serialized records.

Non-taxable – Check this box if the item is tax-exempt

Suspense Exempt– Exempts the item from being eligible for suspense days.

Part Item - Check this box if a sales item and also a Parts Item. If a rental item, this option will be greyed out.

Reorder Min – This field sets the minimum quantity that you want on hand.  This number is used in the Inventory Reorder Report and Purchase Orders.

Reorder Max – This field sets the maximum quantity that you want on hand.  This number is used in the Inventory Reorder Report and Purchase Orders.

Critical Level – This field sets the minimum level of inventory before a critical warning is given.  This number can either be a fixed number such as 100 or a percentage such as .15 for 15% of quantity owned.

Case Qty – This field sets the number of items that come in a case.  If you order the items 1 at a time, the case quantity is blank or 1.  If you must order 10 at a time, then the case quantity is 10.

Rental Case – This field sets the number of items that rent out in a case.  For example, if your cups go out in a 24-glass rack, then enter 24 in this field.

GVWR - Gross Vehicle Weight Rating is the maximum allowable total mass of a road vehicle or trailer when loaded.

Weight – The weight of this item. This will be used on the loading slip to give the total weight of the order.

Length, Height, Width - The numeric values entered here will automatically populate the cubic size field.

Cubic Size – This is used on the route reports to determine whether you have enough space on the truck for the delivery.

Setup Time – The amount of time it takes to set up this item. This is useful on deliveries to determine how long your delivery personnel will be out for the delivery and setup before returning to the store.

Availability Delay – This is the number of hours once the item is returned from rental required to get the item ready for the next rental going out

Related Header - The item number for a sales header can be linked to a rental header in this space or vice versa.

Reservable – If you would like for customers to be able to reserve this item this box should be checked. If not checked, counter employees will be prompted if the item is not reasonable.

Reserved – This reflects if the item is currently on a reservation contract or not

Allow Wait List – For items high in demand that you would like the system to keep track of customers waiting to rent this item, check this box. When the item is returned to the counter, employees will be prompted that there is a customer waiting.

Customer Waiting – This reflects if there is a customer currently waiting for this item to become available

Allow Transfers – When adding an item to a contract the user will only be allowed to add the quantity owned in the store writing the contract plus the quantity in the sub rent field if Allow Transfers is unchecked.

Bulk Item – Use this field if you want to transfer item quantity between stores rather than transferring the item record between stores.

         Normal Bulk – For Bulk items that are not serialized

         Bulk Serialized – For items that have unique identifiers

Suppress Avail Check - Use this field if you don’t want to check availability for this item.  This is useful for items that are not truly inventory items such as “Chair Setup Fee”.

Require Credit Card – Check this box if you want to require a credit card for a non-account customer.  If any item on the contract has this box checked then the contract must be paid by credit card.

Non-Discountable – If you do not want an item to be allowed a discount at any time, this box should be checked.

No Print on Contract – Check this box if you don’t want the item to print out on the laser contract form.  This is normally used for packing items such as tent poles that you want to track availability, but don’t want the customer to see the details.

Hide on Website – Check this box if you don’t want this item to be loaded into your website.  This box requires that you have signed up for the Integrated Website option.

Inactive – Check this box if you no longer want this item to be rented or sold.  Under normal circumstances, the item would not have any quantity when it is marked as inactive.