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voltixERP

Schedule and reports

See which rentals are on which day, and how much rentals brought in.

Schedule

Schedule (top bar) is a month calendar. Each day lists the rentals that are quoted, reserved or out on that day (up to three, then + more). The colours match the labels at the top right: grey quotation, blue reserved, amber picked up, red late. Click one to open it. Use the arrows and Today to move between months. On a phone the days with rentals are shown as a list.

The Schedule
Schedule: each day lists the rentals quoted, reserved or out; red ones are late.

Overview

Overview shows figures for the Period you pick (this month to start with). Click a figure to open the rentals behind it.

FigureMeaning
Rental revenueThe rental total (before tax) of rentals created in the period, cancelled ones left out.
Late feesLate fees charged, and how many rentals came back late.
Out right nowRentals picked up and not yet returned, and how many are overdue.
Deposits heldDeposits on rentals that are out right now, less any refunds.

Top rented items ranks the items by rental value in the period. To do lists what needs you: late rentals, pickups today, returns due today, rentals not invoiced yet and quotations waiting to be reserved.