Contract Tools

Contract tools allow you to adjust the functionality of a contract. This article will discuss some of these options and their purpose. Functionality includes Set Credit Card, Change Store Locations, Change Item's Store, and more. 

Depending on which type of contract you are in, you will have different options available to you under the Tools menu options.

Set Credit Card - This option allows for a credit card number to be stored for this contract only. When the contract is finally paid with a credit card as the payment method, the card number entered in this field will automatically be used.
 

Change Contract’s Store - This option allows you to transfer a contract from one store to another. If the contract has already been posted to totals, those totals will not transfer. They will stay with the store that originally wrote the contract.
 

Change Bulk Item's Store - This option allows you to select and change which store the items on the contract will be pulled from. 
 

Add Asset Sale - This option allows you to add an asset sale item to your contract.
 

Pull All Items - This option allows you to pull all the sales items out of inventory.
 

Set Contract Price - With this option, you can enter a fixed price for the Rental Amount, Sale Amount, Rental & Sale, or the Total Amount with Tax. The computer will compute the line item difference between the original price and the new price and enter that into the line item discount. You also have the option to reset the prices to your standard pricing or recompute your prices with today's prices.
 

Track Shipment - This option will allow you to track the shipment of the order (UPS, FedEx).
 

Export to Spreadsheet - This option allows you to export your contract to an Excel spreadsheet.
 

Modify Contract - This option will allow you to make modifications to a contract.
 

Note: This is only from within Inquire Contract.
 

Void Contract - This option will allow you to void or cancel the contract.
 

Send Out Reservation - This option will allow you to send out the reserved contract to an open status.
 

Posted to Totals - With this option, a report will print each time that the store's totals are updated from this contract.

Set Event End Date - This option will allow you to adjust the event start and end dates, times, and the rental period being charged for event contracts.