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- Branch
Open the Customer Center window. The user's branch will default into the Branch field. The information displayed will be for the selected branch. - Customer
Open the Customer Center window, and then enter or choose select a customer ID. The information displayed will be for the selected customer.
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- To populate the Model Search section:
- Select the equipment type. If you wish to narrow the model search more, choose select additional criteria.
- Select the Model Search right arrow button to open Rental Availability to choose select the equipment.
- Select OK to populate the Model Search section with the selected equipment.
- To populate the Availability section with the applicable price group for the equipment identified in the Model Search section:
- Select the Availability down arrow. The Available column reflects all equipment that available for rental. The Repair column reflects all on-hand equipment, but not in a rentable condition.
- If you choose select the Availability right arrow, Rental Availability Inquiry will display. You can mark items to be rented and then automatically create the rental agreement. For more information, Creating a booking or agreement from inquiry.
- To display pricing information in the Pricing section based on the customer's price level, choose select a price group from the Availability section.
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