Difference between revisions of "How do I retire a hire item?"

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{{PreRelease}}{{Review}}
 
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== Summary ==
 
== Summary ==
The following article explains how to indicate a hire item as retired.
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The following article explains how to set a hire item as retired.
  
 
== More Information ==
 
== More Information ==
Retiring a hire item will prevent it from appearing during Hire Item Planning and as a Customer Booking Item e.g. if it is under repair or sold. You can learn more about flagging a status as retired [[How do I create a hire item status?|here]].
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Retired hire items will not be available on new {{DataPrompt|Customer Bookings}} and will not appear on {{DataPrompt|Hire item availability}}. Cases in which you might want to retire a hire item include:
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{{Example|text=Hire items that have reached their end of life.}}
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{{Example|text=Hire items that have been sold.}}
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You can learn more about creating a retired status [[How do I create a hire item status?|here]].
  
 
=== Retiring a hire item ===
 
=== Retiring a hire item ===
 
Go to {{Menu|{{BH}}|Maintenance Options|Add or Edit Hire Items}}.
 
Go to {{Menu|{{BH}}|Maintenance Options|Add or Edit Hire Items}}.
 
* Press {{Button|Search}} to list the hire items.
 
* Press {{Button|Search}} to list the hire items.
*Select the hire item from the list and click {{Button|Edit}}.
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* Select the hire item you want to retire from the list and press {{Button|Edit}}.
*Go to the {{Tab|Details}} tab.
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* Go to the {{Tab|Details}} tab.
*At {{DataPrompt|Status:}} click the down arrow and select the relevant status.
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* At {{DataPrompt|Status:}} press the down arrow and select the relevant status.
 
{{Tip|text=You can [[How do I create a hire item status?|create your own]] statuses to distinguish why a hire item has been retired.}}
 
{{Tip|text=You can [[How do I create a hire item status?|create your own]] statuses to distinguish why a hire item has been retired.}}
*Press {{Button|Done}} and {{Button|Accept}} the changes to retire the hire item.
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* Press {{Button|Done}} and {{Button|Accept}} the changes to retire the hire item.
  
 
== See also ==
 
== See also ==

Revision as of 10:44, 31 January 2019

Summary

The following article explains how to set a hire item as retired.

More Information

Retired hire items will not be available on new "Customer Bookings" and will not appear on "Hire item availability". Cases in which you might want to retire a hire item include:

Hire items that have reached their end of life.
Hire items that have been sold.

You can learn more about creating a retired status here.

Retiring a hire item

Go to " Booking and Hire Maintenance Options Add or Edit Hire Items".

  • Press [Search] to list the hire items.
  • Select the hire item you want to retire from the list and press [Edit].
  • Go to the [Details] tab.
  • At "Status:" press the down arrow and select the relevant status.
You can create your own statuses to distinguish why a hire item has been retired.
  • Press [Done] and [Accept] the changes to retire the hire item.

See also


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Keywords AND Misspellings
hire, item, status, statuses, booking, stock, vehicle, retire, retired, unit
Tags

BH98