Rental: Create Reservation/Request, Overbook or Invoicing
Topics in this section are:
Create Reservation/Request Screen
Use the Create Reservation/Request screen to create a rental reservation or request for a particular unit or units.
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.
Links on the Create Reservation/Request screen are:
| Link | Description |
|---|---|
| Reservation |
Click to open the Customer tab of a new rental 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. While actual stock numbers may have been assigned to the rental transaction in the request phase, is it most likely that they are 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 |
Click to open the Customer tab of a new rental reservation. 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. 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. |
Click Close to close the screen and return to the Rental Counter screen.
Overbook Screen
Use the Overbook screen to overbook a stock number on a rental contract.
The Overbook screen appears when overbooking a stock number on the Details tab of a rental contract.
Fields on the Overbook screen are:
| 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. |
Click Overbook to overbook the unit that is already rented or reserved.
Click Cancel to cancel the request to overbook the selected unit.
Invoicing Screen
Use the Invoicing screen to set the date and time the invoice for the rental contract is created. This creates more than one invoice for the rental contract. For example, a rental contract set up for two weeks can be charged to two separate invoices at the end of each week.
To open the Invoicing screen, click the Invoicing tab within an open rental contract.
Fields on the Invoicing screen are:
| 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. |
Click Save to create an invoice that covers the period starting from (and including) the date entered.
Revision: 2026.01