Rental Control Setup - Flow/Appearance

Setting up parameters on the Flow/Appearance tab allows you to configure rental flow and appearance options within the Rental Counter module for each of your branch locations.

The Rental Counter module has been designed to be as flexible as possible so that it can work in a way that makes the most sense for each dealership setting. In an effort to give the dealer control over most aspects of how the system works, a number of control settings have been created, which can be activated and deactivated depending on what parameters you wish to include in your Rental Counter module.

  1. From any IntelliDealer screen, click on the Configuration tab.
    The Configuration Quick Links screen will appear.


    Configuration Quick Links screen

  2. From the Rental list, click the Setup link and select Rental Control Setup from the drop down list.


    Configuration Quick Links screen

  3. The Flow/Appearance tab will appear.


    Flow/Appearance tab

  4. On the Flow/Appearance tab, select a Location by clicking on the Search icon next to the Select Location field.
    The Location Selection screen will appear.


    Location Selection screen

  5. On the Location Selection screen, click on a Location.
    The Flow/Appearance tab will appear with the selected location in the Select Location field.


    Flow/Appearance tab

    Note:  
    Click on the Previous or Next icon to scroll to the next branch location or back to a previous branch location.

  6. The options on the Flow/Appearance tab are completely customizable allowing the user to setup only the functions that they wish to apply to their rental system.

    Always Create Traffic Ticket allows traffic tickets to be created from the Reservation section of Rental Counter.

    Create Delivery options:

    • Yes: Indicates an outbound rental traffic ticket is required when a machine leaves on rental

    • No: Indicates that a traffic ticket should not be produced when a machine leaves on rental

    • External: Indicates that the external traffic system is updating the equipment information

    Create Pickup options:

    • Return: Indicates that an Inbound rental traffic ticket is desired when a machine is set to returned status or exchanged

    • Off Rent: Indicates that an inbound rental traffic ticket is desired when a machine has off-rent status

    • No: An inbound rental traffic ticket is not produced when the machine is returned

    • External: Indicates that the external traffic system is updating the equipment information

    Display Rate options:

    • Screen: Shows rates on the screens

    • Print: Prints rates on Requests and Reservations

    • Both: Shows rates on the screens and prints rate on Request and Reservations

    • No: Does not show rates or print them

    Highlight Equipment if Memo Exists machine's that have memos entered from the Equipment Profile tab appear highlighted on the Rental Counter screen.

    Create Work Order On Return automatically generates a work order during a rental return. The work order will be generated when the Inbound Traffic ticket is received, or during the return/exchange process if Traffic is not being used.

    Create Work Order on Exchange automatically generates a work order during a rental exchange. The work order will be generated when the Inbound Traffic ticket is received, or during the return/exchange process, if Traffic is not being used.

    Over Credit Limit Halt if checked the user will not be able to credit more than the designated percentage of the total contract. If not checked, a warning message is displayed and the user has the choice of stopping or continuing.

    Credit Reason Required prompts the user to choose a valid reason whenever a credit is issued on a rental contract.

    Highlight Contract if Rate Override Exists contracts with overrides appear highlighted on the Rental Contract screen.

    Sold to Name of Transaction Listing includes sold to names on the transaction log.

    Create Inspection Sheet on Return options:

    • Yes: Generates a certification inspection sheet during a rental return

    • No: Does not generate a certification inspection sheet

    • Off Rent: The certification inspection sheet is generated at off rent times.

    Create Inspection Sheet on Exchange generates a certification inspection sheet during rental exchanges. The inspection sheet will be generated when the Inbound Traffic ticket is received, or during the return/exchange process if Traffic is not being used.

    Create Inspection Sheet on Outbound generates a certification inspection sheet during rental outbound. The inspection sheet will be generated when the Inbound Traffic ticket is received, or during the return/exchange process if Traffic is not being used.

    Maximum % of Contract Value Allowed for Issuing Credit controls the maximum amount that the user can credit on a contract as a percentage of the total contract. A warning message will display in the system when the user has exceeded this amount.

  7. After selecting your settings on the Flow/Appearance tab for the selected location, click the Save button to the apply changes to the rental system.