New Contract

This selection is used to “write” the initial rental or sale contract, reservation or quotation.

* Note: Repeat customers are the backbone of most party and general rental centers. In addition to account (charge) customers, the system is designed to automatically store biographical information on cash customers once their information has been entered. All customers must be assigned a unique Customer Key, Most stores use a ten-digit telephone number of the Customer Key, for cash customers and a partial of the account name of account customers.. Other stores use drivers license numbers or social security numbers for the Customer Key. Please check with your store management as to the protocol the have selected.

From Counter System, select Open Contracts, you will be prompted to select the type of contract to be written from the following menu:

Express Contract                 

Purpose: 

To rent or sell items quickly.

Assumptions:

Not a reservation, Normal deposits will be suggested, Quantity 1 on all rental items, sale items quantites are specified, Rental items will be for their defined minimum rental period, Rental Item may NOT be sold.

Normal Contract                    

Purpose:

Normally used to rent or sell items.

Assumptions:

Not a reservation, Normal deposits will be suggested, Quantities are specified for both Rental and Sale items, Rental periods are specified, Rental Items may NOT be sold,

Reservation                            

Purpose:

Must be used to reserve items for rent and/or sell.

Assumptions:

Specify date time anticipated to go out, Specify if this will be delivery or not, Otherwise just like a Normal (above)

Event Reservation               

Purpose:

Used to reserve items for rent and/or sale. (* You will be prompted to enter the Event start and end date.)

Assumptions:

Specify event start due date and event end date, Specify the time charge for the event, Specify if this will be delivery or not, Otherwise just like Normal (above)

Asset Sales                             

Purpose: Used to sell rental assets

Assumptions:

Specify quantities, Allows sale of rental items

Quote                                      

Purpose: To create a quotation that can be printed, faxed or emailed

Assumptions

Normal deposits will be suggested, Specify quantities, Specify rental periods, Allows sale of rental items, For quoting purpose only, You may save the quote so that it may be converted to a reservation.

Work Order     

Purpose: Used to bill a customer for work you completed (service, labor)

Internal Repair Order              

Purpose: Used to take internal inventory out of stock for repair

Internal Maintenance Order    

Purpose: This allows you to schedule and take inventory out for Maintenance

Service Call                            

Purpose: This option lets you schedule a service call for items on rent.

Subrental Contract                  

Purpose: This allows you to create a subrental contract when subrenting inventory from another store

Transfer Contract                   

Purpose:

Allows you to transfer inventory from either store location or to a service truck.

Customer Record

The operator may easily retrieve a customer by entering their info in any Search Key which is either the Customer Key, Name, Driver License, or their system assigned Number in the Customer Look-up fields followed by ENTER. The customer may also be looked up through Fields Search by selecting the desired field and typing the search word in the “Containing” field followed by ENTER.

If the customer’s record is not found, a list of customers in alphanumerical order by search key beginning with the next closest search key will be displayed. The display will have the following options:

Add Customer - If you wish to enter a new customer and do not have a License Swipe reader. A record will be displayed so the customer’s biographical information can be typed in. Information must be entered in the customer name and driver license fields; entry in the other fields is optional.

From Internet – If you are adding a new customer from their telephone number. The system will check for biographical information from the Internet based on the customer’s telephone number. If the customer’s information can be found, the customer’s record will be displayed with the address, city, state, and zip code filled in. If the customer’s information can’t be found, a blank record will be displayed just like under the Add Customer option.

From License – If you have a magnetically encoded driver license for the customer and a License Swipe reader, a 2D barcode reader or the OCR license scanner. The License Swipe software will automatically enter all the pertinent information from the license into the new customer’s record. If the license is missing data, you will get an error message at which point you can type OK and enter in the missing data manually.

If you needed to add a new customer and don't have an OCR scanner, this window will come up empty. This is where you can fill in the customers data. By putting the phone number in the "key" field it gives a quick and unique way to identify the customer. It also automatically populates the primary phone number field on the right. Once the OK button is clicked you will be taken to the menu below.

• Note – The system tries to prevent the same customer from being entered into the system under two or more different records.

o Ex. If you enter a new customer and the Search Keys matches an existing customer, that customer record will be displayed with a message “Customer Already Exists. Use existing Customer? If you affirm, you can update that customer’s information. Otherwise two records will be in the system with exact matches either for the customer Name or Driver License. You will not be allowed to put in another customer record if one already exists matching the customer Key, customer Number or customer Driver’s License. If you change an existing customer’s record so that the driver’s license is duplicated, you will be warned that the customer already exists. You will then be given the option to merge the current record with the existing customer.

• Note1 – If an account customer is retrieved whose credit limit has been exceeded, you may be required to enter a password to proceed with opening the contract. An entry into the Transaction Summary will be made indicating the customer number and what password level authorized the override. In similar fashion, you may be restricted in opening a contract if a customer has a balance due that is dated more then 30,60,90 days depending upon how restrictive management has set these.

Inventory Selection

You may enter the Item Key or the first few characters of the Item Key for the item you want to rent or sell. If you are not sure of the Item Key, you may put the cursor in the Item Name, part Number, Item Number (computer assigned), or Search fields and use them. Under Field Search, you can search a field for a certain word or phrase anywhere within the field.

If an exact match is found, that item will be displayed. Otherwise the items immediately following the key that was entered, sorted in alphanumeric order will be displayed.

The item you want may be selected by highlighting it using the UP/Down arrow key followed by ENTER or by a left click with the cursor over the item if prefer using a mouse. By clicking the Show More button, more items will be listed from the last item key forward. When you want to exit the "point and shoot" mode, press the ESC key or click the Cancel button.

If you right click on an item, the following options are available:

Select Item: This option selects the item. This is the same as clicking on that line item.

Show Contract Details: This option shows all of the active contracts for this item.

Show Serialized: If right clicking on a header record. The serialized units will be displayed for you to select.

Show Qty by Store: This option give the quantity of this item located at each location.

Show Group: This option lists all of the items in the Group. This option is only available if a Group is defined for the Item.

Edit Rates: This option allows you to change the rate of the item, to include special rates and Special Daily Rates.

Inquire: This option allows you to view the item record.

Copy: This option allows you to copy the item record and create a new one. Ex. Serialized item, 123#01 copy selected make 123#02.

Delete: This option allows you to delete an item record. * Note: Please note it is recommended to mark the item as inactive vs delete, to preserve the items history.

Mark Inactive; This option allows you to remove the item from being viewed through inventory selection. Under the options tab, in the item record, check the box to mark as inactive.

Create Header: This option allows you to create a header record. Useful, if you are going to have serialized units to follow.

Export to Spreadsheet: This option will allow you to import the item screen to an excel spreadsheet.

Search Lookup – used if you have no idea of the item key or exact name.

Field Search -  this looks anywhere within the field you select for the search string you enter. Select the desired search field from the drop-down box, then type the search string in the containing box followed by the Enter Key.

Category Search – You can select a specific category to be displayed.

Rental Items – with this box checked, rental items matching the search will be displayed.

Sale Items – with this box checked, sale items matching the search will be displayed.

Parts Items – with this box checked, parts items matching the search will be displayed.

Zero Qty – with this box checked, all rental items will be shown, even if they have zero quantity.

Serialized Items – with this box checked, each serialized item along with their header item a non-serialized item will be displayed.

Component Items – with this box checked, each component item will be displayed.

Inactive -  with this box checked, all items marked all items will be shown even if they are marked as inactive.

Shared Inventory -  with this box checked, all shared items will be shown as well as the items from the store selected.  Shared items are designated with “000” in their Home Store field.

Quick View - A convenient way to see a selection of items with less clicks.

Store to Display – Allows a specific store’s inventory to be displayed.

If an extra match is found, that item will be displayed. Otherwise the items immediately following the key that was entered, sorted in alphanumeric order will be displayed.

Inventory Selection:

a. For each item that you select, a series of questions will be asked. These question will vary depending on whether the item is rental or sales item and the type of contract that you specified.

* Note: If the item is not currently available, you will be warned but given the option of renting or selling them anyway. If you process the item, you will continue as if the item was available in the computer. Otherwise if the item has the allow wait list option selected, you will be asked if this customer wishes to be put on a waiting list. This doesn't apply to a Quote contract.

b. For Rental Items, you will be asked to specify the estimated rental item period. This must be entered in the format xH,xD,xW,xM where x represents the number of Hours, Days, Weeks or Months. For example: 4H means 4 hours, 1D means 1 day, 1W means 1 week or 7 D or 168 H means one week etc. You can also click the desired time period shown on the screen. The program will use this information to compute anticipated rental charges and when the line item is due back. However, you may override the due back time by also entering either nO or nC after the rental period, where is the number of days from the contract date out, O means store roll due and C means store closing time. For example, a specification of 1 D, 1 O is interpreted as charging for one day, but force the due back time to the next day at the roll due back time (see Calendar Maintenance). Entering 1D, 3C will charge for one day but have the item due back three days later at (C) Closing.

c. Next you are asked for the quantity to be rented or sold. Except for quote and reservation contracts you will not be allowed to specify a quantity greater than the quantity currently available. For reservation contracts you will be able to enter up to the quantity ovwend plus the quantity in the subrented field. If you enter 0, it is assumed that you have changed your mind about this item and is canceled.

d. After all items have been selected press the ESC (ESCAPE) KEY or click the Cancel button on the Item Look-up window to display the contract.

NOTES:

1. The program automatically checks to determine if there are any pending reservations or customers waiting for the item that will create a quantity conflict. If the quantity is unavailable for the time period specified, the program will display the quantity available and the reservation and open contracts that are causing the conflict. You then have the option to overbook or re enter quantity. You may be required to enter a password to overbook and item. This option is set within Security under Parameters.

2. If the item is miscellaneous rental or sales item, you are asked the price and the name.

3. For metered items you will be asked to enter the current meter reading in tenths of an hour. You must use a decimal point.

4. For usage items , you will be asked to enter the reading or readings depending upon the number specified in the record your are renting. The last average reading will be the default. The reading is a whole number. Ex. a micrometer reading on a diamond blade of .572 will display 572. The average of the entered reading(s) will be displayed. A usage item will have two lines, a rental line for the rent and a sale line for the usage.

Header and Serialized Items

Header Item

When a "Header" item is selected, Point-of-Rental lets you choose which serialized item you would like to put on the contract. This is so you can keep track of which individual item went out on a rental to ensure it is given the proper service when it accumulates enough hours or rentals. This provides other valuable information as well, such as return on investment. The user has the ability to switch between the header and the specific serialized assigned on a Quote, Reservation, or Open contract in the event changes need to be made. This is accomplished by modifying the quote or reservation and right clicking on the line item.

•Note Header record will be entered on a Reservation contract, When the reservation is sent out, you will be prompted to select the serialized item. On an Open contract, you would enter the serialized contract.

Serialized Item

When a serialized item is selected, Point-of-Rental then places that item on the contract. It then takes you back to the same "Inventory Selection" menu where you can add another item and repeat the process. Once all your items have been selected, click on the cancel button to get back to the inventory selection screen. This gives us the contract screen below with the customer’s name, the rental items listed, how much they owe, and when the item is due back.

The serialized selection screen clearly shows what units are available and displays various information that can help determine which unit would best fit the rental.

Note - If the item is not currently available, you will be warned but given the option of renting or selling the item anyway. If you process the item, you will continue as if the item was available in the computer. Otherwise if the item has the all wait list option selected, you will be asked if the customer wishes to be put on the waiting list. This does not apply to Quote contracts

You will have asked to specify the estimated rental time. This must be entered in the format xH, xD, xW, xM where x represents the number of Hours, Days, Weeks or Months.

Next you will be asked to enter the quantity to be rented or sold. Except for quote and reservation contracts you will not be allowed to specify a quantity greater than the quantity currently available.

                Note – For reservation contracts you will be able to enter up to the quantity owned plus the quantity in the subrent field. If you enter 0, it is assumed that you have changed your mind about this item and it is canceled.

Contract

Contract Function Keys

Tools

Set Credit Card – This allows you to enter and store customers credit card information.

Change Contract Store – Allows you to change the contracts store location. You will see after the contract number the new store location.

Change Item Store – Allows you to change the items on the contract to or from a different store.

Add Asset Sale – Allows you to add an asset sale item to the contract.

Set Contract Price – Allows you to set the over price for the contract. You can set by (Rental Amt, Sale Amt, Rental & Sale Amt, Total with Tax). You also can reset the pricing back to either standard pricing or recomputed prices to today’s pricing.

Track Shipment – Allows you to track shipment of an order that were placed.

Export to Spreadsheet – Exports items on a contract to an excel spreadsheet.

Reports

Transaction Edit– Allows you to see all edits made to the contract. This will list the Date, Store, Action Taken, Operator, Contract Status, Payment Method.

Related Contracts – This will list all the contracts that are associated with this contract such as every continued contract.

Print Instructions – Allows you to attach instruction file to be printed out with the contract. (see instructions file on how to create.)

Posted to Totals – Exports items on a contract to an excel spreadsheet.

Payment History

Payment Report – Allows you to see payments taken on the contract and select how you would like to view payments by rental/sale or by deposit. Payment History will display date and operator who received the payment and store location were the payment was taken, along with the customer credit card information.

Action

Create Reminder – Allows you to create a reminder to yourself or other employees

Task Assigned - Allows you to assign a task to yourself or other employees

Schedule Inspection (SQL Only) -

Select Job Site

Select Job Site - Allows you to select a customer jobsite for a customer for the contract and will be added to jobsite under the delivery tab.

Change Status

When opening a new contract, you can change the status of the contract by clicking on Change Status at the top of the contract processing screen. You can change the contract from a Quote or Reservation. If you get to the payment screen and then need to change the status just click the Back button to return to the contract processing screen. This is only an option on the Opening of a contract. Once the contract has been assigned a customer number you will need to use the normal methods.

Contract Information

• Note – Depending on the type of rental item you are entering on the contract, different options screens will appear.

Description of the fields displayed at the top of the screen are provided below. Fields displayed in blue fonts may be changed by double clicking the left mouse button when the cursor is on the field. Fields displayed in black font are information only and may not be changed on the screen.

Customer: The customer' s Name

Contract #: The contract number. *Note: this will be "NEW" when initially opening the contract since the number is assigned just prior to printing.

Status:(Contract): The status of the contract.

Open - At least one rental item is Open on the contract.

When opening a new contract, you can change the status of the contract by clicking on Change Status at the top of the contract processing screen. You can change the contract to a Quote or Reservation. If you get to the payment screen and then need to change the status just click the Back button to return to the contract processing screen. This is only an option on the Opening of the contract Once the contract has been assigned a contract number you will need to use the normal method.

Closed - All rental items have been returned but the contract is not fully paid

Completed - All rental items have been returned and the contract is paid in full

Reservation - Item(s) are not Open but are reserved for a future date time.

Adjustment - A debit or credit contract

Quote - A contract that defines pricing for rental/sale items.

Work Order - A contract to repair items for a customer.. .

Rent: The TOTAL price of all rental items on the contract

Sale: The TOTAL price of all sale items on the contract.

Damage Waiver Amount: The TOTAL amount of damage waiver charges for the contract. To waive the damage waiver amount for this contract, uncheck the Dmg Wvr box. If the "no damage waiver" box is checked under the customer's record, the damage waiver box will be unchecked automatically each time a contract is opened for the customer. The name of "Damage Waiver" can be changed under Parameters. * Note: If damage waiver is taxable in your area, a change to this field will also cause the Tax amount to change.

Other Amount: The TOTAL amount of "other" changes for the contract. This may include fuel charges, etc depending upon how the database is set up.

Item Percentage: The Item Percentage amount is an optional charge. If can be used for state Road Tax, EPA Fee or GST tax. The name of the item percentage charge can be set under Item Rates in Parameters.

Tax Amount: The TOTAL tax amount for the contract. * Note: If the "tax code" field in the customer's record is set to non-taxable, the tax amount will be set to 0 when the contract is opened for that customer.

Total: The TOTAL of Rent, Sale Damage Waiver, other and Tax.

Paid: The TOTAL amount(s) paid.

Due: The TOTAL amount due excluding deposits.

Deposit: The TOTAL of all deposits being held for this contract.

Date/Time Out: the date and time out for this contract or if this is a reservation, this is the Date time anticipated to go out. The date must be entered in your standard date format.

Show Zero Priced Items: With this option checked all items with zero price will be displayed on the screen. For larger contracts with components items such as tents, you will probably want this unchecked.

Display Overbooks: With this option checked, overbooks will be done for the entire company. With option unchecked, overbooks will only be checked for this store.

Select Operation: This option will display the list of Transaction Operations you created under Configuration on the Program Menu.

Delivery/Pickup Check Boxes: If either of these boxes are checked, you will be prompted to enter a Delivery or Pickup time and date. * Note: If the delivery box is unchecked, it will be assumed the contract is a "Will Call" and the customer is picking the items up from your store.

Tabs

Items Tab

Once the line items are displayed, you may make any necessary changes by entering the line number to be changed or by double clicking on any field. If you enter by line number you must choose a column heading to change Status, Quantity, Hours, Date-due, Time Due, Price, Discount Amount, Discount Percentage, Order – Sort, Price Each, or Cancel.

• Note – Status is an option only if the line contains rental items. If you select Cancel you will be asked to select a line number again. Some changes can only be made if you are modifying or closing a contract, NOT when opening a new contract. Changes are made and interpreted as following:

Line - The line number for a rental/sale item

Key – The key field for the rental/sale item

Name – The descriptive name of the rental/sale items:

Status (Line Item) The definition of the Status of each line item:

Delivery: Delivery charge item (gray background)

Hold: Rental time stopped (white background)

Labor: Labor item (gray background)

Out: Open rental item (green background)

Overbooked: Reserved rental item that is overbooked (red background)

Quoted: Rental item quoted (blue background

Reserved: Reserved rental items (yellow background)

Reserved OK: Reserved rental item adequate quantity (Yellow background)

Returned: Closed rental item (red background)

Selling: Sale item reserved not yet sent out (gray background)

Sold: Sale item added to an open contract then pulled (gray background)

Sold Asset: Sold a rental item (gray background)

Pulled: Sales items on a reservation and pulled before the contract is sent out. * Note: Pulled status does not change to sold but the items are sold

Changing the status is not allowed when opening a contract or from sales items. Otherwise, you may select “Open” or “Close”. “Open” would be used to reopen an item that had been previously “returned” by mistake. You many also need to change the Hours column to correct the rental period. “Close” would be used to indicate that a rental item has been returned. If you change the Status of a metered item you will be asked to enter the current meter reading in tenths of an hour. If the Status is in italics the item is a non-taxable item.

Quantity - Use to change the quantity of a rented or sold item. This number must be the TOTAL quantity rented or sold. Most often it will be used to change the quantity of sales items. For example, if someone bought 10 sanding belts and later returned 2 of them, you would change the quantity to 8. When opening a contract, you may set the quantity to 0 to cancel an item. The quantity of a rental item may not be changed if the item has been returned When modifying or closing a contract, you may change the quantity of an open item, but you must be aware of the following restrictions:

•Note: The ability to change the quantity of a rental item is intended ONLY for correcting mistakes on the original contract. DO NOT use it as a substitute for closing line items. If you wish to give a full refund on an item, the proper procedure is to close the item to return it to inventory the override the price to 0.

Hours: Can only be changed for rental items. You will be asked for the rental tine period in the format xM, xW, xD, xH. You may also specify nO or nC to override the due back time. If the item is closed, you may specify the time to the minute by using the format x:yH where x is the number of hours and y is the number of minutes. For example, 1W, 2D4:45H means 1 week plus 2 days plus 3 hours and 45 minutes.

Due Date: You will be asked for the new due back date and time. Only permitted for rental items. If you change this to a date or time your store is closed, you will be warned and allowed to re-enter.

Note: Changing due date does NOT update the price of a rental item. To automatically update due date and the price, change the hours.

Tine Due: You will be asked for the new due back time. Only permitted for rental items. If you change this to a time your store is closed, you will be warned and allowed to re-enter.

Note: Changing due date does NOT update the price of a rental item. To automatically update due date and price, change the hours.

Price: You will be asked for the new price, the default being the current price. Not allowed if the quantity has been changed to 0. If the price is in bold, the special rate has been defined for this item. To see or modify the special rate, right click on the item. Then click “Show Special Rate” or “Set Special Rate”.

Discount Amount: You will be asked to enter the discount given for the line item. You can enter up to the line item price.

Discount Percent: You will be asked to enter the percent discount given for this line item. You can enter up to the maximum discount allowed for this store as set in parameters.

Sort Order: You can set the order in which the items print out on the laser printed contract form.

Right Clicking on any line item, a menu will be displayed with the following menu options:

Partial Return: This option allows you to return a partial quantity of the items If this is a sales item, then a new item will be created with a negative quantity. If this is a rental item, a new line item will be added with the quantity returned the original line item will be decreased by the quantity you enter.

Asset Sale: This option is used to sell the item to the customer. If you select Asset Sale, you will have requested to enter the quantity being sold. Enter the correct quantity. Note; Asset Sale and Breakage accomplish the same thing.

Breakage: This option is used if the customer breaks some of the items. If the customer broke some wine glasses, then right on the item and left click on Breakage. You will they be requested to enter the quantity broke. Enter the correct quantity. A new line item will be added to the end of the contract selling the broken items to the customer. Note: Asset Sale and Breakage accomplish the same thing.

Exchange Item: This option allows you to exchange one serialized item for another serialized item of the same kind. This option only functions on serialized items. If you want to exchange Bobcat-A for Bobcat-B, then right click on Bobcat -A and then left click on Exchange Items. When all the serialized bobcat is displayed, select Bobcat-B. The system will close out Bobcat-A and change the price to zero.

Close Item: This will close out the line item on the contract, returning the item to inventory.

Change Substatus: This option allows the Transaction Item Substatus to be changed.

Set Special Rate; this option allows you to set a different rate structure for this item on this contract only. You can set a minimum rate, daily rate, weekly rate, and monthly rate. The rates entered in to the time record will be the default rates. Any of the rates can be raised or lowered from the standard rate. The entry screen like the following will be displayed.

Show Qty by Store: This option will show you the quantity owned and out at each store location.

Create Service Call: This option will create a service call contract on the specified line item.

Remove Item; This option will remove the item from the contract. If the item was just added, the item will be completely removed for the contract. If the item was added previously, the quantity of the item will change to zero.

Suggested Item: This option will show any items that have been added to the suggested items fields in file maintenance for this item.

Item Availability: This option will show the availability for this item for each day of the week.

Category Availability: This option will show the related item availability for each day of the week.

Group Availability: This option will show the related item available in the same group.

Package Availability: This option will show the items making up the package of the item for each day of the week.

Show another Contract: This option will show any other contract that this item is on.

View Items: This option will show the file record of the item.

Line Item Comments: This option allows for one line of comments to be entered for the line item. These comments will be printed on the contract directly below the item.

Move Item: This option will allow you to move over the item line order. Ex. Was on line 3 move to line 5.

Select All Lines: This option allows you to select all lines on the contact.

Unselect All Lines: This option allows you to un-select all lines on the contract.

Break into Two Lines: This option allows you to take quantity from one line and break it out moving a particle amount to another line. This is handy if you need to group your items by set up area. Ex. 100 chairs, can be broken down to 70 on line one 30 on line two.

Information Tab

For more detailed information on the information tab, Click Here

Delivery Tab

For more information on the delivery tab, Click Here

Add Comments

For more information on the Add Comments tab, Click Here

Add Call

For more information on the Add Call Tab: Click Here

Tasks

For more information on the Tasks tab: Click here

Notifications

For more information on the Notifications Tab: Click here

Service Tab

For more information on the Service Tab: Click here

Fulfillment Tab

For more information on the Fulfillment Tab. Click here.

Add Button: Allows you to add additional items to the contract

Enter line to change: This allows you to change the order of the line items on the contract. Select from the drop-down menu. You will be given the option of changing (Status, Quantity, Hours, Date Due, Time Due, Price, Discount Amount, Discount Percentage, Order-Sort, Price Each, Cancel).

Delivery/Pickup - Checking the box will schedule the contract to be delivered or pickup. Un-checking the box will assume the contract is a "will call" and the customer is picking up and returning the items.

Delivery/Pickup Addresses: Allows you to enter Customers Address, location or you can select Job Site or use Historical Button. You can also enter Delivery/Pickup instructions and send notifications.

* Note - Historical button will show any past delivery information with addresses for this customer. If there is no delivery history it will say so.

Payment Screen

If everything looks ok, you can then click OK at the bottom of the above screen. It will take you to the window below.

Print Summary

The Amount row is the sum of all line items rental/sale prices on the contract and the sum of all deposits collected.

The Paid row is the sum of all rent/sale and deposit payments made prior to this transaction.

The Paying row is the rent/sale and deposit amount(s) being paid or refunded this transaction.

The Balance row displays any rent/sale balance due highlighted in red. If no balance is due, 0.00 will be displayed highlighted in green.

The payment screen initially requires you to put in the amount of money you are requiring from the customer. You can simply put zero for the amount and finish the contract if you only require payment upon return. For this example, the customer paid the full amount up front.

Paying this transaction

In-store Credit: By clicking on the Apply In-store Credit, the contract will be paid using the customers' in-store credit. If the customer doesn't have enough credit to cover the entire cost, the credit he does have will be applied. Note: This button is only displayed if the customer has an in-store credit.

Rental/Sale Amount: Amount that is being collected and the payment method for this transaction.

Deposit Amount: Deposit amount that is being collected along with the payment method for this transaction.

Select Method: is for the method of payment such as Cash, Check, Credit Card, Debit Card, Under Parameters you can set whether the system defaults to a certain payment method or forces the counter person to select the correct payment method.

Net change in cash drawer: is the total amount being collected for this transaction regardless of the form of payment.

Amount tendered: is the amount of CASH being tendered. Entry into this field is optional and is only used to compute CASH change.

Change - The amount of change to be given in response to the input of amount tendered. If no entry is made into the Amount tendered this amount will be the amount paid.

You can modify the fields by pressing the TAB key to get to the desired field. You can also hold down the ALT key and press the underlined key (i.e. R for Rental Amount, D for Deposit Amount). If you select one of the fields, you will be permitted to change the field as mentioned above.

OK Button: If you click the OK button, you will be asked if you are finished making changes.

Back Button: If you click the Back button, you will be put back to the contract items screen to make any changes.

Cancel Button: If you click the Cancel button, the contract will be canceled and all of the items will be returned to inventory.

Another Payment: If you click the Another Payment button, the payment you have entered will be written and you will be asked for another payment amount and method. This is helpful if the customer wants to pay $100 cash and the rest of it with a check. Note this button on displays if you made a partial payment.

If you chose to take money from the customer POR will then ask you how they are paying. The options here are by cash, check or credit card. Select one and click OK.

Receipt printer - This contract will print to the receipt printer. This option would normally be used only if sale items are on the contract. If some or all of 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 have the opportunity to change the default email subject line and email body. * Note: This feature requires that you have an email program installed, configured, and working on the terminal.

Email with Electronic Signature - The contract will send a link to the customer to electronically sign and return contract through email. * Note: Esign Module would required you to have the Esign Remote Module.

Fax - The contract 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 FAX number however you will be allowed to type a different FAX number. Note You must have a FAX modem installed in the server with a telephone line plugged into it.

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 be required to type in the desired FAX number. If the customer has FAX number listed in the phone number field by using Ctrl-V or right click, paste. Note You must have a FAX modem installed in the server with a telephone line plugged into it.

View on Screen: The contract form will be displayed on the screen. From the screen, you can print or export 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 Configurations, Laser Contract Format. Each store can set the default format for their store under Contracts in the Parameters. In additions, you can set a default format for each customer within the customer record.

Select Printer - This option allows you to set the printer the contract will print to.

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

Print Load Slip- The load slip is a form that prints on a receipt printer that lists the contract number, customer name, date, item and each of the items on the contract as well as their quantities. This slip would then be given to the person loading the equipment.

Print Attachments - will print out any attachments located in the contract under the attachments tab.

Print - The Print button will print the contract with the selections you have made.

No Print - The contract or modifications to it will be made and written to the server but the contract will not print.

Your contract is completed and you can choose how many copies you wish to print. From here you can also email or fax a copy of the contract directly to another party.

Once you select to print or not print the contract, a screen will appear asking you if you would like to Reprint the Contract, Modify the Contract you were just in, Clone the Contract, Create an IRO Contract or you can go to the Customer Dashboard.