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Returns - Picking up the equipment and closing the contract

Modified on: Tue, Jan 5 2021 6:33 PM

Equipment Pick up/Returns

Note: When the Portal user requests a Pick up, the yard manager should get an email and it changes the Status in CORE to "Pup"





STEP 1: From the Control Center Right Click on the contract you want to return items for

STEP 2: Hover over Actions

STEP 3: Choose Return

Note: You can also just click on the line and then click Ctrl + F9 and that will open the window directly

Note: If there is more than one contract for a project and you want to return everything on all contracts, you can choose Site Return or just click Ctrl + F12 and the window will open directly



STEP 4: Choose your Off rent date (This is the date that billing will use as the last day to bill)

STEP 5: Choose your Pick-up Date (This is the date you are going to physically pick it up

Note: The Pick up date could be different than the Off-Rent Date. You might want to stop the billing but physically pick it up in a day or two

STEP 6: Click Pick-up lines tab



STEP 7: Enter number of Items Returned or Damaged or Lost

Note: If Damaged or Lost you may add an amount to charge the project and make sure you click the Invoice box.



STEP 8: Click Save



STEP 9: Click Yes

STEP 10: Click No (if you have followed the steps then you should have already checked the dates and prices)

STEP 11: Print the Return .pdf so you know exactly what needs to be picked up and give to project when leaving

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