Rental Setup and Serialized Rentals

Transcription

1 MBS ARC (Textbook) Manual Rental Setup and Serialized Rentals Setups for rentals include establishing defaults for the following: Coding rental refunds and writeoffs. Rental letters. Creation of secured rental codes. Valid Customer accounts also can be setup prior to renting to ensure an easier rental process for students. There also are setup options for rentals on the MBS POS side that are required to allow rentals and to customize how rentals are used in your store. Serialized Rentals Setup steps are included as part of Preparing for Rentals chapter. A table of contents is on the next page.

2 Rental Setup in ARC... 3 Maintain Reason Codes... 3 Maintain Overdue Letters... 5 Maintain Overdue Days... 8 Work with Customers Rental Setup on POS Rental Support Secured Rentals Serialized Rentals Change Rental Class Change Rental Price Serialized Rental Reserve Printing Barcodes Work with Serials Making Serialized Rentals Available on MBS POS Work with Transactions MBS TEXTBOOK EXCHANGE, LLC PAGE 2 OF 39

3 Rental Setup in ARC There are a few one-time setup options that are used for different rental processes. Your MBS Client Representative will often assist with these. The setup steps also are outlined in this section. Maintain Reason Codes Rental reason codes are in place for both manual and automatic operations. The two types of reason codes: Void Select Void to cancel a rental transaction. Canceling a rental sale transaction should only be done from the register (Post Void or Rental Refund). Voids can also be used to cancel back office transactions such as rental returns. A void is used to return a book to inventory in its original condition. Writeoff Writeoffs are used to remove non-returned rentals and damaged rentals from student accounts or to remove serialized rentals from serialized inventory altogether. At least one writeoff code is required for the secured rentals process and clearing of non-returned rentals. A void code is recommended for correcting return errors in the back office. Textbook Rental Application > Reason Codes MBS TEXTBOOK EXCHANGE, LLC PAGE 3 OF 39

4 1. This screen accesses the two different types of reason codes. One code for Voids and another code for Writeoffs. The screen defaults to the void codes. To access the Writeoff codes, select the button next to Writeoff. The list of Writeoff codes displays. 2. To add a code, click Add Reason Code. 3. Enter the two-digit reason code, select the type of code, and enter a brief description. Click Save. 4. A message appears on the bottom of the window, stating Data was inserted. Click Go Back. 5. The new code now appears in the table. MBS TEXTBOOK EXCHANGE, LLC PAGE 4 OF 39

5 Maintain Overdue Letters The Textbook Rental Application contains the ability to print overdue reminders for non-returned rental textbooks. The setup is located in the Overdue Rental Letters menu. Defaults for Overdue Day and Overdue Letters must be set up for Secured Rentals, but printed letters are not required. The MBS insite application is the preferred method for sending rental letters. MBS insite provides the ability to reminder and overdue letters instead of the printed option from Textbooks. If using insite letters, a default Overdue Day code and Overdue Letter code also should be set up when using Secured Rentals. Textbook Rental Application > Overdue Rental Letters 1. Click Maintain Overdue Letters. A listing of already created letters displays. 2. Click Add to create a new letter code. MBS TEXTBOOK EXCHANGE, LLC PAGE 5 OF 39

6 3. Enter the required information. Letter Code Abbreviation of the letter description. Description Heading for the type of letter being created (e.g., Charge Secured Rentals). Use Only for Overdue Days If an Overdue Day already exists, enter here. The Tasks option search also is available for overdue days. Print Replacement Cost Yes will design the letter to display the non-returned rental s charge amount. The replacement cost is designated as an amount of the original book condition and shelf price. Print Overdue Fee Select Yes to design the letter to display the amount to be charged for overdue fees. Print Sales Tax Yes will show the estimated sales tax that will be charged for non-returned rentals. Sales Tax on a reminder letter will use a flat tax rate. Secured Rental charges on POS will use a tax table matrix set up on the MBS POS system. This can lead to slight differences in the tax amount on the letter versus the actual required tax amount. Ask your Client Representative or POS Support about any questions regarding this difference. 4. Click Save. A message appears: Data was inserted. Click Go Back after adding letters. Now that the letter code is created, text for the letter can be added. This step is only needed if printed letters will be generated. Letters ed from insite are created with letter text on insite. 5. To add text, highlight the desired letter code and click Enter Text from the Options menu. MBS TEXTBOOK EXCHANGE, LLC PAGE 6 OF 39

7 6. Enter the text on this screen. This information is included in the beginning of the letter. The book information will appear following this text. Line breaks will appear on print-outs as they appear on-screen. 7. Click Enter Trailer Text to add text to the end of the letter (such as contact information). Enter the text in the box. Click Save. MBS TEXTBOOK EXCHANGE, LLC PAGE 7 OF 39

8 Maintain Overdue Days ARC allows the user to set codes relating to the number of days a rental is past due. This allows the system to generate letters based on number of days past due and apply late charges according to the store s policies. Textbook Rental Application > Overdue Rental Letters > Click Maintain Overdue Days 1. Click Add to set a number of days. MBS TEXTBOOK EXCHANGE, LLC PAGE 8 OF 39

9 2. Enter the required information. Days Overdue Number of days after the rental due date (if only creating Overdue Days for Secured Rentals, the default day is 0 or 1). Default Letter Code Enter the letter code created in Maintain Overdue Letters when a letter should be printed for the overdue day. Charge Replacement Cost? The settings in Replacement Cost Calculation Options creates charges for non-returned rentals (see below). Price Condition to Use? Additional Fee Options settings are used to charge a penalty fee instead of/or in addition to a replacement charge (see below). Price Time in Effect to Use? Current Shelf Price bases the replacement cost off the shelf price at the current time in Maintain Book Information. Shelf Price at Time of Rental bases the replacement cost off what the shelf price had been at the time of the original rental sale transaction. Percentage of Shelf Price Enter a percent to charge a fraction of the original replacement cost (zero equals 100 percent). Deduct Original Rental Fee? Subtracts the amount originally paid for the rental sale transaction from the replacement cost. Charge and Additional Replacement Fee? / Fee Amount Enter a dollar amount or percentage of total replacement cost to charge a penalty fee per book. Taxable Tax settings can be set up to display on letters. This is only for the fee, not the replacement cost. The table will not necessary reflect the same tax as the POS register. 3. Click Save. MBS TEXTBOOK EXCHANGE, LLC PAGE 9 OF 39

10 Work with Customers The Customers section of the Textbook Rental Application is an interface that works with the merchandise customer database. Accounts in the Customers menu can be added: Manually in the Customers menu in the Textbook Rental Application. Manually at the MBS POS register. Created by the customer on insite. Automatically imported list of customers. The MBS Client Representative will provide the specifications for a customer import list. Integrated with accounts created/maintained in ARC Textbooks. For existing accounts, rental information can be reviewed and processes completed. These include: Access and update the ARC Rental Customer Database. View transaction histories for customers. View current rented books. Create customers for text rentals. Return or writeoff rentals, or void a return or writeoff. Print transaction reports. MBS TEXTBOOK EXCHANGE, LLC PAGE 10 OF 39

11 Textbook Rental Application > Customers 1. This table in ARC lists all of the customers currently entered into ARC. To add a new customer, click New Customer. 2. While the system automatically can assign an account number, it is recommended to use the student ID or other identification to track a student. Press Enter or click Save to have the system assign an account number. Enter the customer information and click Save. MBS TEXTBOOK EXCHANGE, LLC PAGE 11 OF 39

12 Some key fields on this screen include: Customer Number/Name/Phone Number/ /Address Enter the customer information. Customer Number and Name are the only required fields on this screen, but the student contact information is helpful for rental returns. Other optional fields include: A/R Account and F/A Account If the account also will be used for Accounts Receivable and Financial Aid, the student ID or other account number for these areas can be entered. Select Yes to Add or update information? Sort by Defaults to first/last name. If other information entered on the student account will be needed for sorting, provide this information here. For instance, zip code number if sorting by zip code. Customer Status Code and Group Codes Status codes are used for Customer Relations Management (CRM) and include options to flag the account as active, inactive, online, etc. Group Codes are used to assign the customer as part of a group that can tie to loyalty and promotions. These codes are maintained in Merchandise and Accounting > Settings. Loyalty Enabled? If the customer signs up for an active Loyalty program, this flag will flip to Yes. MBS TEXTBOOK EXCHANGE, LLC PAGE 12 OF 39

13 Graduation Year Enter the four-digit graduation year (20XX). Allow CRM Communication Information related to this student will be gathered for running Customer Relations Management reports if Yes is selected. Update Rental Customer? A new customer is defaulted to allow rental. Turn this option off by flipping the flag to No. Clicking Save will open a window asking Allow Rental? No prevents this customer from renting. Click Save. 3. Click Save once all customer information is entered. Additional customer information settings are located in the customer information chapter. MBS TEXTBOOK EXCHANGE, LLC PAGE 13 OF 39

14 Rental Setup on POS MBS POS Server > Management Maintenance Functions > Store Options Maintenance > Transaction Settings (2) > Rental Support Rental Support Rental support contains settings for working with rentals at the register. The options include allowing rentals, accepting customer IDs, selecting Customer Information Setup, and working with receipts. MBS TEXTBOOK EXCHANGE, LLC PAGE 14 OF 39

15 Check the Allow Rentals at this Store box to activate rentals as available for processing at the register. 1. Select a Validate Rental Customer Account option from the dropdown box. The three options are: Required. The prompt requires the cashier to either swipe or type the customer s ID#. This means the account entered must be checked against the Customer Rental File. If the customer account does not exist, it needs to be added either at POS or in the Text Rental Application before the rental transaction is completed. Secured Rentals should always be set to Required. Override Allowed. Prompt displays Click Enter to bypass on the register. If the entered account is not in the Rental Customer file at POS, a manager-level employee can override and allow the rental transaction to complete. Do Not Validate. Nothing is displayed. 2. Enter the default term code associated with the Default Due Date in the Default Term Code field. This is used only for Serialized Rentals. Non- Serialized Rental Terms are validated from the active terms in the text rental application. 3. Enter a date in the Default Rental Due Date in this format: mm/dd/yyyy (05/31/2017). The date is required for Serialized Rentals. 4. Click the Other Valid Due Dates button to enter up to four additional Valid Due Dates. Enter dates in these fields in the same format as the Default Rental Due Date. The valid due dates are exclusive to Serialized Rentals. When using Serialized Rentals, manually change the Rental Due Dates with each new term when entering Valid Due Dates. This step is not needed for Non-Serialized Rentals. MBS TEXTBOOK EXCHANGE, LLC PAGE 15 OF 39

16 5. Click the Rental Transaction Receipt Messages button to create a message that prints on rental receipts. The message may consist of up to five lines with each line containing up to 38 characters. 6. Click OK to apply the changes. If printing a rental pre-defined agreement on the receipt, please see the rental chapter of the MBS POS manual for how to enter a Rental Terms and Agreements document. You can choose to print this four line receipt message in addition to a Rental Terms and Agreements. MBS TEXTBOOK EXCHANGE, LLC PAGE 16 OF 39

17 7. Click the MSR Position button to swipe rental IDs at the register. 8. Select a Track Number from the dropdown box: 0, 1, or 2. Provide a numeral for the Track Starting Position. The Number Length field accepts up to two numerals. 9. Click OK to apply the changes. MBS TEXTBOOK EXCHANGE, LLC PAGE 17 OF 39

18 Other options in Rental Support include: Require Cust. ID on Rental Returns. Check this box to accept rental returns with a valid ID. Always check this option when Secured Rentals is active. Print Duplicate Receipt. Check this box to print an extra Rental Transactions receipt. Support Signature Capture. If this option is selected, a rental transaction will prompt on the pin pad. The prompt asks for the signature for the rental term agreement. If the tender already requires signature capture, a prompt displays for first time rentals. A second prompt requires the tender signature. Allow Override for Securing CC. This option allows a Manager Override to bypass the requirement for a securing credit card during a textbook rental transaction. The store will need to define which Security Models will be allowed to perform the Manager Override for this purpose. Print Rental Transaction on Document. This option provides the ability to always print on a document if the transaction includes a rental textbook. The register will prompt for a document to be inserted instead of printing a receipt. Use Card Codes. This option is for use if multiple student ID cards exist on campus. Please work with POS Support to set this up. MBS TEXTBOOK EXCHANGE, LLC PAGE 18 OF 39

19 Allow Entry of NEW Customers. To allow cashiers to create new Rental Customers at the time of the rental transaction, check this box. It is used in conjunction with the Customer Information Setup shown as follows. Customer Name and Phone. This option is required for creating a customer during the transaction, and both the Required and Display options must be checked. The store can choose whether it should print on the receipt or not. Customer Address and Customer . These are optional fields so the store can choose whether or not to require their entry. If a store chooses not to require this information, it is recommended to still check the Display option so the cashier has the choice to enter the information or leave it blank. Require Securing Credit Card. This option is required for Secured Rentals. Checking this field allows the required prompt for securing a credit card during a transaction. MBS TEXTBOOK EXCHANGE, LLC PAGE 19 OF 39

20 Mask Customer# on Receipt. Check this option if you do not wish to display the customer ID on the receipt (for example, Student ID of will display similar to XXXX56). The customer information setup here also defines the parameters of what is displayed and required for entry with Customer Information Retrieval. MBS TEXTBOOK EXCHANGE, LLC PAGE 20 OF 39

21 Secured Rentals Secured rentals allow a securing credit card to be used during a transaction. This creates a token that only can be retrieved by the registers in the store so students can be charged for not returning rental books. Tokenization is required in order for Secured Rentals to work. Any store with P2Pe would also have tokenization. Contact MBS POS Support if you wish to verify you have tokenization or in regards to questions over it. 1. In the Store Options Transaction Settings 1 screen, the option for Use BIN File should be checked to use Secured Rentals. 2. In the Store Options Transaction Settings 2 screen, ensure the Support Tokenization box is checked. If not, be sure to contact MBS POS Support. 3. Select Rental Support to setup options specific to Secured Rentals. MBS TEXTBOOK EXCHANGE, LLC PAGE 21 OF 39

22 There are some options in Rental Support that must be checked to activate the Securing Rentals feature. 4. Check the Require Securing Credit Card box. Optional Required for Secured Rentals Optional but recommended MBS TEXTBOOK EXCHANGE, LLC PAGE 22 OF 39

23 5. The Num Days added to Due Date for Securing Card Exp Date Validation may be defined for specific stores. This option allows entry of the number of days the system will check to ensure a card doesn t expire before a non-returned credit card can be charged. The system will add the number entered here to the Rental Due Date to determine the minimum credit card expiration date. 5. Cust. ID Length. Allows the entry of a minimum and maximum student ID length. This feature is helpful for avoiding the entry of an inaccurate customer number. MBS TEXTBOOK EXCHANGE, LLC PAGE 23 OF 39

24 Serialized Rentals Serialized Rentals require inventory to be moved from New/Used inventory classes into a Rental inventory class. Serialized inventory is viewed then as an Asset as opposed to Inventory. It will not be tracked in the stockledger, but it can be added and adjusted manually in General Ledger if necessary. The steps for serialized rentals are different from non-serialized since inventory has to be serialized before being sold. A book must first be allowed as a rental in the local database, then re-classed, and then flagged for rental. The instructions that follow will go through the process of making a book serialized. The first step is to flag the book as available to rent in the local database. This can be done as a book is adopted, or it can be done from Maintain Book Information. Anytime the Update Book Information screen is displayable, the option to Allow Rentals will be available. Change Rental Class 1. From the Adoptions Menu, click Maintain Reclass Documents. 2. Click Add Reclass Batch to create the reclass header. You will be asked to enter the description for documenting this re-class. Click Save. MBS TEXTBOOK EXCHANGE, LLC PAGE 24 OF 39

25 3. The header is displayed in the table. Highlight it and click Work with Detail to add a book. A new table will show to which you can add records. Click Add Book. 4. Search for the title to serialize and click Save. 5. The book information is displayed with the option to change inventory currently in the Avail Qty column. 6. Since the book is flagged to Allow Rental, the R=Rental option is displayed as a Values for To Class. Enter the quantity being reclassed in the Qty column, and enter R in the To Class column. Click Save. MBS TEXTBOOK EXCHANGE, LLC PAGE 25 OF 39

26 7. Click Save. The Reclass From, Reclass To, and QTY columns display the information you changed. You can add additional titles by clicking Add Book, or you can Go Back to finish working with detail. 8. To complete the re-class, highlight the document on Maintain Reclass Documents and click Select for Posting. This will add Yes next to the batch. Click Post Selected to complete the re-class posting. MBS TEXTBOOK EXCHANGE, LLC PAGE 26 OF 39

27 Change Rental Price To set the rental price on this title, click Prices on the book information screen. Enter the rental price in the For Rental box and click Save. MBS TEXTBOOK EXCHANGE, LLC PAGE 27 OF 39

28 Serialized Rental Reserve Serialized inventory has to be reserved for the term. The Inventory menu can be accessed during adoptions from Order Quantity Edit and from the Adopted Book list under the course. It can also be accessed from the Maintain Book Information menu in the Adoptions main menu at Book > Inventory > Reserve Rentals. Reserving inventory also will reduce Open to Buy. This will be reviewed as well in the following step. These steps will follow using Maintain Book Information to access the Inventory menu. 1. From the Adoptions Menu, click Maintain Book Information. Select the store and term for the book being rented, and then search for the title. 2. The Update Book Information screen is displayed. Click Inventory from the Tasks bar to go to the Inventory menu. 3. The inventory table displays available serialized inventory in the Grade column heading of Rnt. Click Reserve Rentals to set that inventory as reserved for this term. MBS TEXTBOOK EXCHANGE, LLC PAGE 28 OF 39

29 4. Enter the quantity you choose to reserve in the Reserve for Term field. You can see how many you have available to reserve at Total Serial Rentals Available. You will also need to select the necessary rental flags. Rental flags selection for serialized rentals are as follows: Allow Rentals for this Term. This flag is to note that this book will be used for this term. Yes must be selected to rent titles at POS and on insite. Allow New/Used Non-Serialized Rentals on POS/inSite for this term. It is recommended to select No to these four questions when renting the title as a serialized book. Allow Serialized Rentals on insite for this term. Selecting Yes will allow any serialized inventory to be purchased on insite. It is recommended to not rent both serialized and non-serialized for the same title. 5. Once the rental flags are selected and the quantity to reserve entered into Reserve for Term, click Save. 6. The Inventory screen will now display with the rental reserve showing in the Reserved column. This also will update Open to Buy. Navigate to Order Quantity Edit (Previous, then Order Quantity Edit from the Tasks bar in Update Book Information). A Reserved Rentals field will show, and Open to Buy is reduced by the amount reserved. MBS TEXTBOOK EXCHANGE, LLC PAGE 29 OF 39

30 Serialized rentals can be worked with and reviewed after the inventory is reclassed. Barcodes also need to be printed so the title can be rented at the register. The serial numbers are generated automatically, so there is no need to manually add serials. MBS TEXTBOOK EXCHANGE, LLC PAGE 30 OF 39

31 Printing Barcodes 1. Navigate to the Textbook Rentals main menu and click Rental Textbooks. Locate or search for the title. The table will show a Yes in the Inventory column if the book is a serialized textbook. The options of Title/Serial Search and column ordering can help with your sorting/searching for a title. 2. Once you locate the title, you can get a listing of all the serialized barcodes assigned to it by highlighting the title and clicking Select. A red asterisk will appear next to the title. Click Print Serials. This will send a listing report to your print queue. The listing report example is below. 3. To display/work with/print serials, highlight the title in Rental Textbooks and click Serialized Inventory. MBS TEXTBOOK EXCHANGE, LLC PAGE 31 OF 39

32 The following detail can be worked with: Work with Serials. Allows you to Work with Transactions, change the serial back to retail (Reclass Selected to Retail), and Print Barcode by serial number. Print Barcodes. Prints the serialized barcode for all inventory. Transfer. Allows you to send inventory from one store to another. Inventory by Class Code. Shows the class codes and inventory availability per store. MBS TEXTBOOK EXCHANGE, LLC PAGE 32 OF 39

33 Work with Serials 1. Click Select and Work with Transactions to display transactions on that serial number. MBS TEXTBOOK EXCHANGE, LLC PAGE 33 OF 39