Follow-up
In the Follow-up FastTab, all assigned protocol lines for the return are displayed. In contrast to deliveries, follow-ups are carried out per protocol line and not per protocol. The Return Protocol Handover must be carried out first for the protocol lines to be displayed. You will find more information on the options in the Follow-up FastTab under 'Follow-up' FastTab.
Following up on Return Lines
To follow up on a return line, please proceed as follows:
- In the Follow-up FastTab, click on the protocol line you want to process.
- An overview of the protocol line with further information on the rent object is displayed.
- Navigate to the General FastTab.
- If the protocol line contains an item, you only have to activate the Confirm Quantity toggle switch. However, if the item quantity is greater than one, you must first specify the quantity to be returned.
- If the protocol line contains a service item, click on Damages in case these were not recorded correctly upon Delivery, then record the damages. Activate the Damages Recorded as well as the Confirm Quantity toggle switches. Additionally, you must select the rent status for the service item after a successful return under Rent Status.
- Click the Finish Follow-Up button.
- A dialog window is displayed. Confirm by clicking Yes to complete the return of the protocol line.
- The protocol line will be marked as Confirmed and highlighted in green.
- Repeat these steps for all protocol lines of a return protocol.
You have successfully finished the follow-up of a return protocol. If you enabled postings in the TSRMR Mobile Rent Setup, the protocol will also be posted automatically upon return. Otherwise, this must be done manually in TRASER DMS 365. More information on this can be found in the documentation for TRASER Rental 365.