How to schedule a return (pickup) ticket, including a partial return
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How to schedule a return (pickup) ticket, including a partial return. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- On Shipments press New return, or from a completed delivery press New return.
- Choose the Job and press Load. The lines are pre-filled with everything currently on rent for that job.
- For a partial return remove lines or lower the quantities.
- Set the Return to yard, the Scheduled date, Time window, truck/driver, site contact and instructions. The Call-off date is the day the customer called the equipment off rent.
- Press Create ticket (numbered RET-xxxxx).
Tip
If the customer first created a pickup request, or you have an off-rent call, use the Create return ticket or Schedule pickup (return ticket) button so the two stay linked. The quantities are confirmed when the driver or yard checks the return in.