Special Customer Records

DEFAULT used to define the pre-set data in a new customer record.

QUOTE use for generic Quote contracts

REPAIRS-INTERNAL used for an IRO

REPAIRS-xxxxx used for any custom-defined IRO’s

REPAIRS-MAINT used for an IMO

REPAIRS-SERVICE used for Service Call contracts

SALE used for sale only contracts

SUBRENT-xxxxx used for subrent contracts. If xxxxx is the Vendor Number from the PO Module, PO’s can be created directly from the Subrental contract for the Vendor. Otherwise, xxxxx can simply be the Vendor name.

UHAUL or RYDER used for selling commission income

WEBQUOTE used for importing web quotes

XFER-x used for transferring equipment between stores, where x is the store # you are transferring to

Special Contacts:

DEPARTMENT ‘Accounts Payable’ used Statements and Invoices will be sent to this contact as well as the main email address in the customer record. Must have the Mass Fax/Email Module.

Special Items Records

DEFAULT used to define the pre-set data in a new item record

FINANCECHG used for taxable finance charges

HOLDFORCOUNT used for event stores when putting a contract on hold

MR Miscellaneous Rental Item

MS Miscellaneous Sales Item

REP-MAINT used on an Internal Maintenance Order (IMO)

REP-SERVICE used on a Service Call Contract

RESVCANCEL used to capture cancellation fees on a contract

WO Work Order items

NOTE used for a label or separator on a contract. Displays in bold and larger font size. Can also be color.

UHAUL or RYDER Commission Sales Items

Barcode Scans

Program barcode gun to select an item and select the quantity in one scan using the Search Field:

            {barcode scan}~#{qty}{enter}

Item TYPE Codes: (useful in report generator or crystal reports)

Rental Item (T)                          Rental item that can be sold (space may be used instead of T)

Rental – Hour Meter (H)             Hour-meter rental item

Rental – Usage (U)                    Usage item (i.e. Diamond Blade, Mileage)

Rental – Header (V)                   Rental header item

Rental – Accessory (A)              Accessory item (i.e. trailer, the system will ask if rent is to be charged)

Rental – No Sale (L)                  Rent the only item

Rental – Miscellaneous (R)        Miscellaneous rental only item

Rental – Coupon (N)                  Rental Coupon - use negative (-) sell price

Rental – Package (K)                Rental package item

Rental – Dynamic Qty (D)           Rental dynamic quantity item

Sales Item (S)                           Sales only item

Sales – Fractional (F)                Sales only item, fractional quantities allowed

Sales – Labor (B)                      Labor item

Sales – Miscellaneous (M)         Miscellaneous sales only item

Sales – Parts (W)                      Parts item, sales only item

Sales – Percentage (P)              Sales item that charges a percentage of the line item above it

Sales – Header (E)                    Sales header item

Non-rental Asset (I)                   Non-rental item that you want to compute depreciation such as delivery trucks or office equipment

Work Order Item (O)                  An item that work is done on a Work Order can either be a generic item such as WO-SMALL ENGINE or a specific item for a customer.

Transaction Summary Menu selection (MS) codes for analysis.

The first position contains a code as follows:

A - Cash added to the drawer

B - Cash added to drawer, bank deposits reduced by this amount

C - Operator selected Close Contract from the Counter System Menu

D - Disbursement from the cash drawer

M - Operator selected Modify Contract from the Counter System Menu

O - Operator selected Open Contract from the Counter System Menu

P - Charge account payment put in the cash drawer

Q - Charge account payment NOT put in the cash drawer

S - Operator selected Send Out Reservation from the Counter System Menu

W - Cash is withdrawn (removed) from the drawer for bank deposit

The second and third positions are only meaningful if the first position is O, C, M, or S. The second position shows the Status of the contract at the beginning of the transaction and the third position shows the Status of the contract at the conclusion of the transaction. The statuses are as follows:

A - an adjustment transaction (modify contract 0)

C - the contract is Closed but not fully paid

blank - the contract is closed and fully paid (completed)

O - the contract is Open

Q - the contract is a Quote

R - the contract is a Reservation

W - the contract is a Work Order

- - the contract didn’t exist previously (i.e. Open contract)