/
Creating Transactions
Document toolboxDocument toolbox

Creating Transactions

Owned by Documentation Reviewer
Last updated: Nov 25, 2019

In the Customer Center window you can create transactions for the customer displayed in the window. The transaction buttons are only available when a customer ID has been entered.

  • New Call
    Choose this button to open the Service Call window. The customer information will default in from the Customer Center window.
  • New Rental
    Choose this button to open the Rental Agreement Entry window. The customer information will default in from the Customer Center window. The agreement type will default in based on the user's branch and the branch's assigned agreement type.
  • New Lease
    Choose this button to open the Rental Agreement Entry window. The customer information will default in from the Customer Center window.
  • New Sale
    Choose this button to open the Sales Transaction Entry window. The customer information will default in from the Customer Center window.
  • Redisplay
    Choose this button to update the totals that display.
  • Clear
    Choose this button to clear the window.