Rental Counter
The Rental Counter screen allows you to view rental contracts, add rental contracts, add reservations or requests or modify print parameters.
To open the Rental Counter screen, from anywhere within IntelliDealer, navigate to Product Support > Rental > Rental Counter.
Note: Field level-security assigned to your user profile (as defined on the Field - Work With Field Level Security screen) may change the appearance of or hide certain fields. For details, see Field - Work With Field Level Security.
The sorting options on the Rental Counter screen are:
| Sort by | |
|---|---|
| Field | Description |
| Contract Number | Sort the search results by contract number. |
| Date Out | Sort the search results by date out. |
| Stock Number | Sort the search results by stock number. |
| Salesperson | Sort the search results by salesperson. |
| Type | Sort the search results by contract type. |
The search fields on the Rental Counter screen are:
| Field | Description |
|---|---|
| Include History | If selected, includes rental contract history within the rental contract search results. |
| Select Contract Number | Search for rental contracts by entering a contract number. |
| Select Customer Number | Search for rental contracts by entering a customer number. |
| Select Stock Number | Search for rental contracts by entering a stock number. |
| Select Salesperson | Search for rental contracts by entering a salesperson. |
| Select Job Site | Search for rental contracts by entering a job site location. |
| Select Category | Search for rental contracts by entering the category of the unit(s) on the contract. |
| Select Class | Search for rental contracts by entering the class of the unit(s) on the contract. |
| Select Subclass | Search for rental contracts by entering the subclass of the unit(s) on the contract. |
| Select Type | Search for rental contracts by selecting a contract type from the drop down list. |
| Select Location | Search for rental contracts by entering the branch location where the contract was created. |
Note: Rental contracts that have overrides are highlighted.
The fields on the Rental Counter screen are:
| Field | Description |
|---|---|
| Contract Number |
The rental contract number. Hover over the Contract number for the context menu to appear. Contract numbers with reverse highlighting indicate that the rental rates on the corresponding contract have been changed manually. |
| Customer/Salesperson |
The customer name or salesperson associated with the rental contract. If the contract was created for a miscellaneous customer, the name specified in the Ship To field on the Customer tab of the contract will appear. |
| Date Out/Date In |
The date the unit was rented. The date the unit is due to be back. |
|
Stock Number / VESign Status |
The rental unit stock number. Stock Numbers with reverse highlight indicate that the stock number's profile has memos attached to it. The signing status of the VESign document. Can be one of:
|
| Category/Class/Job Site |
The rental unit's category and/or class. The rental unit's current job site location. |
| Return |
Whether the unit has been returned before its scheduled return date. If the rate has been set to hour usage, lines are set to Held (H), until the hours in is updated. Valid return codes include: R- Returned, O- Off Rent, E- Exchange, H- Hold Unit. An * beside a return code denotes that the unit is part of a multiple unit contract. |
| Type | The type of rental contract (e.g. rental, rent to purchase, reservation, request, demo rent, loaner or held). |
| Location | The branch location where the contract was originally created. |
Move the cursor over a Contract Number and select one of these options from the pop-up menu:
-
Edit - to edit a rental contract.
-
Print - to print a rental contract.
-
Close - to hard-close a rental contract. Hard-closing a rental contract deletes the contract and any open invoices associated with the contract, regardless of whether there are pending invoices or unreturned units on the contract.
Note: You cannot hard-close a rental contract currently in use by another user.
-
Return - to return a rental contract using one of the rental return options Returned, Off Rent, Hold Unit, Exchanged, or Partial Return.
Click on a customer name from the Customer/Salesperson field to open the Customer Profile screen.
Click on a Stock Number to open the Equipment Profile screen.
Click on the Need to create a new contract? Click here to add link to create a new rental contract.
Click on the Need to create a new reservation/request? Click here to add link to add a reservation or a request.
Click on the Modify default print parameters link to modify default print parameters.
Click on the Reverse a Rental Invoice link to reverse a rental invoice.
Click on the Tethr It Now link to open the Tethr It interface.