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Start leasing stock to a person

Starting a new lease can be achieved from multiple places:

When starting a new lease a new window will open where data has to be entered. The Lease to field has automatically been selected if you come from a person's page.

Lease to

This field is a search field. You can

  • scan a wristband code directly in this field to select the correct person in 1 action

  • search for the person by first- or lastname

Another way is to click the Browse button and find the person that way.

Articles to lease

This is also a search field. You can

  • scan the bar/QR code on the article you want to lease

  • search for the article by name or description

Another way is to click the Browse button and find the article that way.

Pro tip

When you type something in the article search field and receive a bunch of data, sometimes you just want to select the first thing on the list. This can be done by tapping "Enter" on the results page as this will select the first selectable item on the list.

Start remarks

Write down any remarks that you think are important. Some examples from our events:

  • "No deposit paid"

  • "AirPods as collateral"

  • "Forklift certificate is set to no, but he does have one, I saw it"

  • "Scratch at the front of the car was already there"

  • "Took it in the name of <colleague name>"

Document signing

If you configured the stock type to require a document to be signed, this is the place where it will be displayed. Click the "Sign on Tablet" button to send the document to the signing tablet. After it has been signed you will see a checkmark and an image of the signature.

Questions

If you configured the stock type to require questions to be answered, they will be displayed here. The moderator can ask these questions to the leaser and answer them for him/her.

Start

After this you can click one of 2 buttons:

  • Start & back: Start the lease(s) and go back to the previous page.

  • Start & new: Start the lease(s) and go to an empty new lease form to create another one.

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