To open the Create Reservation/Request screen, click the Need to create a new reservation/request? Click here to add link on the Rental Counter screen.

The Create Reservation/Request screen allows you to create a rental reservation or request for a particular unit or units.

The following links appear on the Create Reservation/Request screen:

Link	Description
Reservation	Made by a customer after they have requested information on a particular machine type or stock number, including availability, prices, etc., and they have made the decision to reserve the machine type/stock number for a certain date or date range. Note:  While actual stock numbers may have been assigned to the rental transaction in the request phase, is it most likely that they will be assigned in the reservation process before the transaction is updated to rental contract, where billing is performed. rental reservations may also be updated/changed at any time, or canceled completely if no longer desired by the customer.
Request	If you can meet a customer’s rental needs. The request may come as an inquiry over the telephone, or in the form of an actual visit to your rental counter. Regardless of the means, the purpose of the request is to gather customer information and provide a basic QUOTE based on the type of rental specified by the customer. Note:  Rental requests can be easily updated at any time after initial creation and turned into a rental reservation when a customer decides on a rental date, or date range they would like to reserve equipment for. Specific pieces of equipment may also be assigned to a rental request; however, since this affects the availability of the equipment in the rental counter system, rental equipment is usually not assigned until the request is updated to a reservation, or until the actual contract is created.

The following button allows you to complete your work on the Create Reservation/Request screen:

Button	Function
Close	Closes the Create Reservation/Request screen and returns to the Rental Counter screen.

The Overbook screen will appear when overbooking a stock number on the Details tab of a rental contract.

The Overbook screen allows you to overbook a stock number on a rental contract.

The following fields appear on the Overbook screen:

Field	Description
Stock Number	The stock number of the unit that is rented or reserved on another rental contract.
Contract	The number of the rental contract that the unit is already rented or reserved on.

The following buttons allow you to complete your work on the Overbook screen:

Button	Function
Overbook	Overbooks the unit that is already rented or reserved.
Cancel	Cancels the request to overbook the selected unit.

To open the Invoicing screen, click the Invoicing tab within an open rental contract.

The Invoicing screen allows you to set the date and time the invoice for the rental contract will be created. This allows you to create more than one invoice for the rental contract. For example a rental contract set up for two weeks can be charge to two separate invoices at the end of each week.

The following fields appear on the Invoicing screen:

Field	Description
Billing Date	The Billing Date entered creates an invoice that covers the period starting from (and including) the date entered.
Time	The time the invoice was created.

The following button allows you to complete your work on the Invoicing screen:

Button	Function
Save	Creates an invoice that covers the period starting from (and including) the date entered.