End of Rental Period Workflow - Partnership 2
Mary Volkmer (Unlicensed)
What to do | Where to do it | See Also |
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Review and edit, as necessary, the Reminder email text (the message reminding students to return rentals to the store by the due date). | Rental Number Maintenance, Hammer, Rental Configuration, Email Text tab (Ctrl+J 1012) | Review Rental Emails |
Email students to remind them to bring back rented books. | Rental Number Maintenance, Hammer or History tab (right-click) option (Ctrl+J 1012) | Send Due Date Reminders |
If accepting rental check-in from the students during buyback, set up book routing information to help with sorting rentals during buyback. | Session Setup (Ctrl+J 213), Hammer | Book Routing Configuration |
Check in rentals returned by the students. | At the POS cash register and/or Buy Books during buyback (Ctrl+J 215) | Rental Returns from Students |
Whenever necessary, begin preparation for the next rental period. See “Preparation for Each Rental Period.” |
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After your due date to return rentals, process billings for rentals not returned and/or close rentals for which you do not want to charge the student(s). | Rental Number Maintenance, Hammer option or History tab (right-click) option, (Ctrl+J 1012) | Process Not Returned Billing |
If any replacement charges fail, use the Rental Process Log and Rental Not Returned Report to get more information about why the charge failed and determine how to correct the tender if possible. | Rental Number Maintenance, Reports (Ctrl+J 1012) | Rentals Not Returned Report |
After you have processed Rental Not Returned Charges, Close any open rentals still outstanding. | Rental Number Maintenance, Hammer option or History tab (right-click) option, (Ctrl+J 1012) | Close Open Rentals |
Important! Each and every rental, whether NBC Rental Partnership or Store Managed, must have one of the following done to it:
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Collect and count the books returned by students. Sort and separate the rental books to be shipped to NBC from those you plan to keep. Keep rental books separate from regular wholesale buyback books that are being shipped to NBC. They must be shipped separately. |
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Edit the Ship Qty on the NBC Partnership Rental Reconciliation to reflect the quantities that you are shipping to NBC. | Rental Number Maintenance, Hammer (Ctrl+J 1012) | NBC Partnership Rental Reconciliation |
Close the rental period. This is normally the last action taken for a rental period. It should be done:
Once closed, a rental period cannot re-opened. You cannot edit the Ship Qty once the period is closed If there are outstanding NBC Partnership 2 rentals when the rental period is closed, they cannot be included in the Ship Qty. You can run the rental not returned process or close the rentals after closing the period, however, these rentals will be included on the NBC invoice as they were not shipped to NBC. | Rental Number Maintenance, Hammer (Ctrl+J 1012) | Close Period |
Ship the rental books as recorded in the NBC Partnership Rental Reconciliation to Nebraska Book. Important! Do not mix NBC rental books with NBC buyback books or with a sale to wholesale. They must be shipped separately. |
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When the period is closed, if you did not ship all Partnership titles rented, a rental PO is automatically created and received for partnership titles not shipped. |
| Rental PO |
When the invoice is received at the store, match it against the rental PO. If quantities and amounts correctly reflect the quantities not shipped, close the PO. If the quantities do not match, contact PrismCore ICS Support. | Receiving, (Ctrl+J 311), Hammer
| Rental Invoice |
When the shipment is received at NBC, the books will be counted and matched against the total quantities rented. An invoice will then be sent to your store for quantities not shipped (i.e., you kept some for next term or some weren’t returned by students). | Enter Invoice Information (Ctrl+J 321) | Rental Invoice |