Demo/Loaner Accounts

Data Source: PFWTAB

To open the Demo/Loaner Accounts screen, hover over the Configuration link from anywhere within IntelliDealer and select Rental> Setup> Demo/ Loaner Accounts from the drop down list.

The Demo/Loaner Accounts screen allows you to set up accounts used to post rental revenue and costing entries to demonstration and loaner units. When a demo or loaner rental unit is rented the system will use the accounts entered on this screen in the invoice details and for billing runs.

Demo/Loaner Accounts can create special costing invoices for items that are returned if Demo/Loaner % of Acquisition Cost is set up in the relevant Category/Class/Subclass.

These accounts are used to calculate special costs for returned demonstration or rental unit invoices.

Note:  The contract details G/L account is based on the rental rate setup.

The following search field appears on the Demo/Loaner Accounts screen:

Field Description
Select Location Setup demo/loaner accounts for the selected branch location.

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

The following fields appear on the Demo/Loaner Accounts screen:

Field Description
Demo Rental Sales Account Posts demo rental revenue and costing entries to the account entered.
Loaner Rental Sales Account Posts loaner rental revenue and costing entries to the account entered.
Active for System

Control whether the demo/loner account configuration is active for use within the system.

  • Selected. Actives or reactivates the demo/loner account configuration within the system.

  • Not Selected: Indicates that the demo/loner account configuration is deactivated within the system.

Select the Click here to copy demo/loaner account setup to another location link to copy an existing demo/loaner account setup from one branch location to another.

The following buttons allow you to complete your work on the Demo/Loaner Accounts screen:

Button Function
Save Saves changes made to the Demo/Loaner Accounts screen.
Save & Close Saves changes to the Demo/Loaner Accounts screen and returns to the Configuration Quick Links screen.
Close Closes the Demo/Loaner Accounts screen without saving and returns to the Configuration Quick Links screen.