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About Loaner/Rental Reasons

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The reasons for customer to require a loaner/rental are managed in the POS Back Office (Setup).

Note

Before making a rental/loaner sale the rental/loaner reasons must be configured.

Loaner/Rental Descriptions are displayed along with a system-generated Reason ID.

A reason for a customer loaner/rental may be that their phone is in for service or they are using a phone for a trial period before purchasing it.

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To add or edit a Loaner/Rental Reason:

  • Right-click in the Loaner/Rental Reasons window and select New to add

    OR

  • To edit a Loaner/Rental reason, double-click the reason's row to display the Add/Edit Loaner/Rental Reason window.

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  • Add or change a Description. (The reason ID is system assigned.)

  • Click Save to keep your changes.

    To delete a Loaner/Rental Reason:

  • Right-click the return reason you want to remove and select Delete.