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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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