Setting up Demo/Loaner Accounts
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From any IntelliDealer screen, click on the Configuration tab.
The Configuration Quick Links screen will appear.
Configuration Quick Links screen
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From the Rental list, click the Setup link and select Demo/Loaner Accounts from the drop down list.
Configuration Quick Links screen
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The Demo/Loaner Accounts screen will appear.
Demo/Loaner Accounts screen
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On the Demo/Loaner Accounts screen, select a Location by clicking on the Search
icon next to the Select Location field.
The Location Selection screen will appear.
Location Selection screen
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On the Location Selection screen, click on a Location.
The Demo/Loaner Accounts screen will appear with the selected location in the Select Location field.
Demo/Loaner Accounts screen
Note:
Click on the Previous
or Next 
icon to scroll to the next branch location or back to a previous branch location. Only locations that have been previously set up will appear when using the Previous or Next icons. -
Enter a Demo Rental Sale Account. Demo rental revenue and costing entries will be posted to the account entered.
- or -
Click on the Search
icon and select an account from the Account Lookup screen.
Account Lookup screen
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On the Demo/Loaner Accounts screen, enter a Loaner Rental Sale Account. Loaner rental revenue and costing entries will be posted to the account entered.
- or -
Click on the Search icon and select an account from the Account Lookup screen. -
The Demo/Loaner Accounts screen will appear listing the selected accounts.
Demo/Loaner Accounts screen
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Click the Save button to save the new demo and loaner accounts.