If a customer has decided to reserve the item, you can change the status of the contract from quote to reservation to open contract and back, as long as the contract as not been assigned a contract number.
Quote Status
Reservation Status
Open Status
When changing From a Reservation Status to an Open Status, you will be asked if you want the time recomputed on the contract. Any item that has a header record on the quote or the reservation, will want you to select a serialized item to enter onto the open contract.
9. 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:
Dot matrix contract printer: - The selection will print to the contract printer.
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 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 pint 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 an 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. 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 and 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 FAX number listed in his customer record then that number will be the default 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 l 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 se 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 print on a receipt printer that lists the contract number, customer name, date, item
Quote Number
Once the Reservation is created, the quote number will be stored with the reservation, so you can use the Related Contract button to see the original quote or if your are on the quote, you will see the reservation.
Select Related Contracts under the Reports Tab, to see all related contracts for this customer.
