Creating a rental agreement

  1. From the list in the widget, open an item.
  2. Specify this information:
    Customer
    Specify the customer name. If the rental depot that is configured in the widget is different from the default rental depot of the customer, you can select whether to reset to the default or continue with a different rental depot.
    Address
    Specify the customer's address from the list.
    Line Type
    Select whether the transaction is for rental or sales.
    Agreement type
    Select one from these options:
    • Temporary: A temporary rental agreement
    • Quotation: A price quote
    • Agreement: A permanent rental agreement
    From, To
    Specify the rental schedule.
    Quantity
    Specify the quantity of items to be rented. If the serial number is specified, then the quantity automatically becomes one.
    Print Quotation/Agreement
    Select this check box to print the quotation or the agreement.
    Serial Option
    Optionally, select whether a serial number is applicable. If you select Yes, then you can specify the serial number for the generic item. This field is only available if the selected item type corresponds to a generic item type.
    Serial Number
    Optionally, specify the serial number of the item.
  3. Click Save.