Creating a Rental Contract

1. In the new invoice screen, ensure the Branch, Department and Type of Sale are chosen from the drop-down menus. Enter the customer information by either typing in the customer number or using the search function to choose the customer details.

2. Click "Open"

3. Click "Rental Info"

4. Use the drop-down menu to select the the appropriate rental period. Ensure the invoice start date reflects the correct date when the rental period is scheduled to begin.

5. Click the arrow button below the Rental Contract section to generate the next rental contract number.

6. Click the add button to add the contract to the system.

7. - Set Rental Period: If the customer is certain of an end date for the selected rental period, do not select the open-ended contract checkbox. If this box is unchecked the document will not duplicate upon invoicing.

• Open Ended Rentals: If the customer is uncertain of the rental end date, select the open-ended contract checkbox to ensure the document will duplicate during invoicing.

8. Insurance Documentation: If the customer has provided a certificate of insurance that meets the company's requirements, it can be uploaded to the customer setup under the General tab. Once the document is marked as on file, this insurance information can be linked to the rental contract by selecting either the "Bill To" or "Ship To" option under "Receive Insurance Info."

9. Any pertinent information that needs to appear on the customer invoice should be entered into the comments section.

10. In the Rental tab, enter the rental unit information using either the serial number or control number. Once entered, all additional information will auto-populate if correct.

If rental rates are pre-set under the rental's equipment profile the sell rate will automatically populate. If there are no set rental rates the sell amount will need to be entered.

Click "Add Rental Entry" to attach the rental unit to the contract.

11. Click "Save" to apply changes to the document. Follow the procedures for standard transportation to record the transportation details in the unit's equipment profile.