Syrinx® - Raising Cross Hire Contracts

Overview: This guide is designed to help you with the basics of entering a hire contract.

From the ribbon at the top you need to go to into Hire and click on Enter Hire Contract. You will then be presented with the Identify Customer Box.

Once you have identified your customer click New Contract. 

Depending on how your system is configured, you may be asked if it’s Operated or Self-drive. Select the one you want and click OK.

This will then open the Hire Contract screen. Start at the top and work your way down the screen.

The first section is all about the customer information. In here you can store an Order Number, Delivery Address and Order Contact.

If required, you can enter a planned duration. This is a guide to the off hire date and will not auto off hire the contract, but rather it will alert you.

Note: If the contact or site address isn’t in the drop down, then you can press Insert on your keyboard 

Once you have entered all the information, you can move on to the equipment details. The top section is Hire Items and the bottom section is any Sales/Consumable stock.

When entering a cross hire there are two ways you can do it. It can be as a provisional item (one you do not own) or by using the system default of x in the stock number, as shown below. This allows you to enter quantity, rate and a description.

Once you have entered the machine details, the information will be populated as below:

The next step is to raise the cross hire purchase order. You need to go to the X-Hire tab and raise a new order by clicking on the new button. You do have the choice of adding to an existing cross hire order if you have one open.

Once you have clicked new you will be prompted to find your supplier. Enter the name or account number and click Search. once you have selected your supplier, click OK.

This will open the purchase order screen.

On closing the order screen, the contract will be populated with the information. You can amend or reprint from this screen as well.

There are various tabs running across the page that can be used:

Once you are happy with your contract, you can then print any documentation required. When you click Print at the bottom of the screen, you will be faced with various options as shown below. Select which document you require and click OK.

From here you can print the document by clicking Quick Print (this will use your default printer), or, alternatively, you can email the document straight to your customer.

Once you have printed/emailed your document, your final step is to confirm the contract. This is done by clicking the Confirm button, and now the contract will begin charging. If you do not want to confirm the contract immediately, then you can click Close and confirm it later.