Adding a Contract Note Item

Overview

This article will walk you through the process of adding a contract note item. Adding a contract note item allows notes to be entered on the contract in different fonts. While Point of Rental has always had the Item Comments function for printing notes on contracts, we have recently added a new method for adding a note to a contract that will allow the note to print in a larger font, bold font, and color if desired. Using Note Items, you can enhance the look of your contract and the communication with your customer.

Topics included in this article

Creating a Note Item
Adding a Note Item to Contracts

Here's how to get there:

Expert: Program Menu > File Maintenance > Item File

Elite: Gear icon > File Maintenance > Item File

Creating a Note Item

1. You will need to create an item. Select Add Item.

2. The key needs to begin with NOTE or NOTER.

3. Enter 99999 in the quantity field.

4. Set the item type to Rental-Miscellaneous or Sale-Miscellaneous. The type will determine where the note shows on the contract. A rental note will appear with the rental items and the sales note will print with the sales items.

5. Choose a category.

6. Leave the rental rates or sell price blank or set to zero.

7. In the Group field, enter your preferred color and the note will show in that color on the contract when printed or emailed (assuming you have a color printer).

8. On the options tab, check the box for ‘suppress avail check’.

Note: If you recently purchased or updated Point of Rental you will see a rental and a sale note already set up in the system.

Adding a Note Item to Contracts

Here's how to get there:

Expert: Program Menu > Counter System

Elite: Transactions > New Contract / Transactions > Modify Contract

1. Either create a new contract or select modify so that you can add to an existing one.

2. Select Add Item button.

3. Select your note item.

4. Enter a quantity of 1, and set the price to zero. Then enter the note as you would like it to appear when the system prompts you to enter the item name. Your note can be up to 30 characters long.

5. When all necessary additions or adjustments have been made, select OK.

6. You can select to print, email, fax, or view the contract.

7. After you view, print, or email the contract you will be sent back to the counter system main menu.

8. If you choose not to do any of the above you will be met with the following options displayed on the below screen: