Record an in-store product handover
In the context of a Rental made in-store, or remotely, with the rented product(s) picked up in-store, here is how to validate the handover of the product to your customer on the platform.
Go to the Rental menu
- Rentals
In the list of rentals, find the rental concerned by the product handover. Feel free to use the various filters available to facilitate your search. Click the =A button to access the detailed page of the rental.
Click the "Hand over the product" button
Before being able to record the serial number of the item to be handed over, you must verify your customer's identity. If their identity is confirmed, click "OK: Identity verified" If you click "KO: Identity not verified", you will not be able to carry out a product handover. Ask your customer to come back later with the necessary documents to prove their identity.
You have validated your customer's identity. Click "Add Serial No." on each item line to be handed over to the customer.
You can scan the serial number of the item handed over to the customer if you have a barcode scanner. Or enter this serial number manually. Verify the serial number entered, and click "Validate" Click "Cancel" if you wish to modify the serial number entered.
Validate to move to the next step
If a contract signature is required as part of the Rental, two options will be offered to you here:
- Sign the contract immediately
- If the customer is not present at the time of handover, the user can send the contract to the customer by email for later signature.
You can disable the user right for deferred signature from the back office. By default, all user profiles will have the right to send the contract to the customer by email for later signature; however, you can disable this right from Administration > Users > User Profiles tab > then edit the profile for which you wish to disable this right. Don't forget to save your profile after editing.
If you opt for immediate signature, the contract will be available for signing on the salesperson's terminal in a new window. The contract is also automatically sent by email to the customer for signature from their mailbox if needed. It is also possible to send the contract to be signed to the customer's phone for immediate signature. To do this, click the "Mobile" tab and send the signature link by SMS. Remember to configure the electronic signature SMS that the customer will receive. To do this, go to Administration > SMS and configure the SMS template "contract signature link by SMS".
WARNING: In both cases, the in-store product handover procedure will not be validated until the customer has signed the contract. The "signature in progress" information will remain displayed until the contract is signed. The Rental will not move to "IN PROGRESS". Once the contract is signed, a new "product handed over to customer" window appears and you can click the "Finish" button. The product handover procedure is now complete.
If you opt for a later signature, confirm the sending of the contract by email.
The product handover window closes to return to the rental record. The handover procedure is complete. The Rental does not move to IN PROGRESS until the customer has signed their contract, and you can find the pending signature information in an information pop-up on the "product handed over" button.
Remember to configure the email "Your contract is ready for signature". To do this, go to Administration > Emails.
Once the contract is signed on the salesperson's terminal, by SMS or by email, the Rental moves to IN PROGRESS status.