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This text refers to program version 8.5  

Introduction to the Rental Quotation Register

An optional step in the rental process is to issue a Rental Quotation to a Customer. The Rental Quotation can include quoted rates for renting Items and if necessary sales prices for Items that the Customer will purchase as part of the agreement. When the Customer accepts the Quotation, you can create an Agreement and suitable Rental Reservations from the Quotation and from there follow the rental process as usual.

After entering a Quotation, you can proceed as follows:

  • Print the Quotation.

  • .

  • Create Items Out records to record the handing over of the rented Items to the Customer.

  • As the end of the rental period approaches, an option is to create a Collection record that lists the rented Items that are to be returned. These can be used as reminders and scheduling devices and as notifications for the Customer.

  • Create Items In records to record the returning of the rented Items from the Customer.

  • Add all rental charges and any extra charges as necessary to the Agreement so that they can be invoiced to the Customer.

  • Inspect the returned rented Items.

  • Create the Invoice.

  • Mark the Agreement as Finished. You cannot mark an Agreement as Finished if there are any connected Rental Reservations with Rental Items that have not been returned or if you have not yet invoiced all charges.
To open the Rental Quotation register, first ensure you are in the Rental module. Then, if you are using Windows or macOS, click the [Registers] button in the Navigation Centre and double-click 'Rental Quotations' in the resulting list. If you are using iOS or Android, tap the [Registers] button in the Navigation Centre and then tap 'Rental Quotations' in the 'Registers' list. The 'Rental Quotations: Browse' window will be opened, listing Rental Quotations that you have already entered:

If you are using Windows or macOS, you can change the sort order by clicking on the column headings. To reverse any sort, simply click once again on the column heading. The current sort order is marked by the column heading being coloured blue. If you are using iOS or Android, tap on the column heading and choose the sort order you need. Repeat the procedure to reverse the sort.

To search for a particular record, first sort the list by the column that you want to use for the search. Then, enter the text that you want to find in the Search field in the top of the window (in the top right-hand corner if you are using Windows/macOS) and press the Return key (macOS) or Search (iOS/Android). The first record containing a match for your search string will be highlighted (if you are using Windows, a match will be highlighted as you type each character). For example, to search for Rental Quotations with a particular Start Date, sort by Start before entering the Date (or the first few characters) in the Search field.

The Rental Quotation register in Standard ERP:

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