Reprint/Inquire Contract

This selection allows you to view on the screen and/or reprint an active contract.

Program Menu>Counter System>Inquire/Reprint

In the “Transaction lookup” entry box, you must enter the contract number or search for the contract by using any of the search options on the pull-down menu accessed by a mouse click on the “search by” box. Under Field Search, you can search a field for a certain work or phrase anywhere within the field. If you push ENTER, the program will return to the COUNTER SYSTEM MAIN MENU.

You can select any of the contracts by clicking on the contract number. If you click on the plus sign, then all the items on that contract will be displayed. If you click on the customer name, the customer record will be displayed.

The contract will display on the screen. Click the OK button when done looking at the contract.

Tools

Change Contract Store – This allows you to change the contract to another store location. (ex. Store one contract going to a store two contract) at the end of the contract number will change from a -1 to a -2. Note: If changing contract from one store location to another. You will be prompted with a message to verify the sales tax jurisdiction for the new store location.

Change Items Store – This allows you to change the contract to be picked up at a different store without changing the owning store of the contract.

Modify Contract – This allows you to switch the mode you are in. You now have the capability to make changes (add, delete, modify) the contract.

Void Contract/Reservation – This allows you to void the reservation you are currently viewing.

Send out Reservation - This allows you to send out the reservation from within the inquire contract. The status will change from reservation to an open status.

Set Event End Date - This allows you to change the starting and ending date of a reservation Note: (You will have to click the modify contract) to use this feature.

Pull all Items from Stock - This allows you to pull all sales items on contract from stock. The Status will change to pulled and the due date will be updated to the date the item was pulled.

Set Contract Price - This allows you to change the overall total price of a contract with or with tax.

Track Shipments - This allows you to track shipments to include (Ship Date, Return Date, Delivery Truck, Pick Up Truck).

Export to Spreadsheet - This allows you to export the reservation/contract to an excel spreadsheet.

Create Add On Contract- Will clone the contract header to easily create a reservation for add on items. Event dates and delivery/pickup dates will be retained on the new contract.

Reports

Transaction Edit - Allows you to see each transaction that was made on a contract by the (date, store, action, before, new, operator, Amt Changed, Paid, Payment Method, Deposit).

Related Contracts - Allows you to view all related links to this contract. Ex. ( subrentals, service contracts, continuation contracts, credit modifications).

Print Instructions - Allows you to print any instructions in relation to the reservation or contract.

Posted to Total Report - This report is based on the Accounting Method that you have set in Parameters. It will break down the contact you are viewing by rental, sale, damage waiver, asset sale, as well as other amounts and tax collected.

Route Status - Delivery - Allows you to view all deliveries assigned to specified truck selected under delivery tab, deliveries detail, delivery truck on the contact.

Route Status - Pick Up - Allows you to view all pickups assigned to a specified truck selected under delivery tab, deliveries detail, pickup truck on the contract.

Route Status (Delivery/Pickup)

    * Note - Blue indicates on time, Red indicates Late.

Payment History

Task List

Create Reminder - The Point-of-Rental System offers useful management tools such as task management, aiding in reminders, and customer relationship management. These can be a fundamental benefit in strengthening your company’s employee management and customer relationship efforts. These tools are especially useful for instances where: someone needs to remember something, remember to do something, or to remind someone else to do something. There is nothing worse than making a promise to a customer and not following through.

Task Assigned – You can create a new task, new reminder or print task. You can create an inter-office task for employees or yourself to follow up on, this will list the details (description, store, assigned by, assigned to, last operator, date created, date due, date completed, last number and frequency). You will be able to have notification sent to you when the task has been completed. You also can create a Personal Task, Store & Group Task and tasks assigned by you.

Add Attachment

Status Job Site

Status Job Site - Allows you to update the Delivery Address, Same Address and Job Site information under the delivery tab.

Select from the tools menu a list of options which can be done from within the Inquire/reprint contract.

Select the desired option by typing the underlined letter on each button or use the mouse to select the option. The printing options are defined below:

Receipt printer: - The contract will print to the receipt printer. This option would normally be used only if sale items are on the contract. If some of all the items are rental items, the contract will print but much of the data that would print if sent to the contract printer such as safety messages, date/time out and date/time due will not print due to space limitations of the roll paper.

Laser contract printer: - The contract will print to the Laser Contract printer.

Email: - The contract will be added as an attachment to an email. The contract attachment will be in Microsoft Word format. The customer’s email account will be the default: however, you can type in a different email account. In addition, you can follow the email address with a semicolon and enter another email address to send the contract to. You will also be able to change the default email subject line and email body. The default subject line and body are set under Parameters. Note: This feature requires that you have an email program installed, configured, and working on the terminal. If you are using Microsoft Outlook, then it must be currently running on the terminal to send an email. Microsoft Outlook Express does not have to be running, but it does have to be running, but it does have to be configured.

FAX: The contact will be faxed in the same format that prints to the laser printer. If the customer has a FAX number listed in his customer record then that number will be the default and have a Fax/modem installed in the server with a telephone line plugged into it. Windows Server comes installed with FAX software.

FAX with Cover Page: The contract will be faxed in the same format that prints to the laser printer. You will be given the option to select a cover page and enter notes for the fax. You will require to type in the desired FAX number. If the customer has a FAX number listed in his customer record then that number will be loaded into the clipboard which can be pasted in the phone number field by using Ctrl-V or right click, past. Note: You must have a Fax/modem installed in the server with a telephone line plugged into it. Windows Server comes installed with FAX software.

View on Screen: The contract will be displayed on the screen. You can then print it or export it using the buttons at the top of the report.

Laser, Email, FAX Format: When printing to the laser contract printer, FAX or email, you can set the desired format for the contract. You can define up to 10 different contract formats. You define the formats under Configuration, Laser Contract Formats. Each store can set the default format for their store under Contracts in the Parameters. In addition, you can see a default format for each customer within the customer record.

Select Printer: Clicking Select will allow the selection of the printer the contract will go to. This does not change the default contract printer.

Number of Copies: Clicking the scroll up and down buttons will change the number of copies to be printed. In addition, you can just press the “1” key for one copy, the “2” key for two copies, etc. up to 9 copies.

Print Load Slip: The load slip is a form that is assigned through the users printer selection. The load slip lists the contract number, customer name, date.