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Once a reservation is created, managing the reservation is important. This document will walk you through how to do the following:

• Edit reservation details

• Delete a reservation

• Process the check out for the asset

• Process the return for the asset

Edit Reservation Details

Outside of processing the check out and return action, there are other edits that can be made to the reservation. Editing items requires clicking into a field and making the edits.

Open the reservation by clicking on the reservation from the reservation search list under the motor pool menu option.

The following items can be edited:

• Planned Check Out - Click the edit pencil

• Planned Return - Click the edit pencil

• Renter Information

• Driver Information

• Reservation Status

Delete a Reservation

If a reservation needs to be deleted:

1. Open the reservation by clicking on the reservation from the reservation search list under the motor pool menu option

2. Click the delete button at the top of the reservation

Process a Check Out

When the renter or driver comes to pick up the asset, be sure to perform the check out action within the reservation.

1. Open the reservation by clicking on the reservation from the reservation search list under the motor pool menu option

2. Click the Check Out action link within the primary reservation panel

   

3. Update the following information:

   1. Date of checkout - This defaults to current date

   2. Time - this defaults to current time

   3. Reservation Status - This should be listed as checked out but can be changed to a different status if necessary

   4. Meter - This pulls in the current meter reading for the vehicle based on the current odometer in the asset file but can be updated from this screen

   5. Fuel Gauge - Enter the fuel gauge reading (1/4, 1/2, 3/4, or Full)

   6. Condition - Enter the physical condition of the asset

   7. Rate - This will pull in the reservation rate that was entered during the create process and if one was not entered, be sure to set that here

4. Click Confirm

   

Process a Return

When the renter or driver returns the asset, be sure to perform the return action within the reservation to capture costs and close it out.

1. Open the reservation by clicking on the reservation from the reservation search list under the motor pool menu option

2. Click the Return action link within the primary reservation panel

   

3. Update the following information:

   1. Date of return - This defaults to current date

   2. Time - this defaults to current time

   3. Reservation Status - This should be listed as closed but can be changed to a different status if necessary

   4. Meter - This pulls in the current meter reading for the vehicle based on the current odometer in the asset file but can and should be updated from this screen to reflect the most up to date reading

   5. Fuel Gauge - Enter the fuel gauge reading (1/4, 1/2, 3/4, or Full)

   6. Condition - Enter the physical condition of the asset

   7. If the return was late, check the box to mark it as late and the late fee that is applied to the reservation rate will reflect

   8. If including fuel cost with the reservation, enter the fuel cost for the asset.

   9. Select either Clean or Dirty and if a cost is associated, enter that as well.

      1. This can be used to track additional cost for washes or extra cleaning needed on the interior

      2. This could also be used to capture additional miscellaneous charges

4. Click Confirm