Exchanging a product in an ongoing rental

Purpose of this feature (difference from the replacement request) Sometimes the product given to the customer is not suitable (too small, not sophisticated enough…), so the salesperson must be able to easily exchange the item provided for another one, even if this involves a product change in the rental. The "product exchange" feature makes this possible. Please note: even if there is a product change, this change will have no impact on the rental — only an item change is performed. There will therefore be no impact on the rental price or on the revenue of the rented product. To allow your users to use this feature, remember to enable the profile permission "Changer d'article en cours de location" for the relevant profiles.

To perform a product exchange, click on the Rentals tab - Rentals

Select an ongoing rental Click on "Echange de produit" Confirm the correct serial number of the item to be "replaced" (changed)

Choose the condition of the product to be replaced Click "Suivant" Enter the serial number of the new item by scanning it

Or manually Make sure to verify: the product and therefore the selected item Click "Suivant"

You can see the serial number update in the rental record View the custom fields (if applicable) As well as the history on the item record (with the corresponding rental)