Refer to Reservation for details on entering the document header, and the Reservation to Contract to Invoice flow.
Entering rental equipment and sales parts on the Reservation is very similar to entering them on the Contract Details, with the following differences:
Reserving by Product Group:
A specific product # (e.g. #4522 ROUND TABLE 8') or a product Group
(e.g. Group 453 CHAIRS) can be reserved.
It is useful to reserve a Group when not sure which specific
product number within the Group (e.g. Brown Chairs, White Chairs,
Stacking Chairs) is to be assigned at the time of booking.
To reserve the product Group, enter the Group # preceded by a +
sign, in the Product # field of the Reservation details.
e.g. Group 453 CHAIRS is entered as +453
A window is provided to search for the products, and groups.
If the reserved Group has rates set in Groups, these rates will be used for the
reservation.
If the Group does NOT have rental rates, the operator will be
prompted to select a related product which has the rates to be
charged from the Select Product From Group
window and these rates will be "borrowed" for this reservation, and
will be passed on to the contract when the reservation is
converted.
Then when the reservation is converted to a contract, the
specific product must be defined.
e.g. A reservation for Group # 522 AIR HAMMERS is made.
When the reservation is to be filled and converted to a contract,
staff would pick the specific Air Hammer, #522-109 AIR HAMMER 80
LBS and record the actual product number rented.
Availability Exceeded Warning:
If a product or group quantity is expected to exceed the quantity
available on the date of the reservation, a Minimum Availability Exceeded warning is
displayed listing the Product#, description, quantity and predicted
available quantity.
This warning alerts staff that an alternative product or re-rental
may be required.
Restrict Price Over-Ride:
The ability to restrict operators from over-riding the Unit
Price can be set at the Class level in the Additional Options
of the Sales Product Classes.
When this override restriction is set for a Class only operators
with a Security Role that allows the
"Price Override of Restricted Sales Class Products"
permission in the 'Document Field Access' settings, will be able to
over-type the Unit Price in the document.
Product Over-Bookings and Fulfillment:
The Region Reservation Fulfillment feature can be can be
activated in the Divisional Inventory
Parameters to find and transfer available product quantity
automatically from other locations in the 'Default Inventory
Region' to fill the Reservation for specific products, by using the
Region Reservation Fulfillment utility to
generate the Internal Branch Transfer
transactions to fill the overbookings.
Refer to Regional Reservation Processing in the Divisional Inventory Parameters for more information on this feature.
Picking Ticket:
The Reservation Picking Ticket can be can be printed from
the Reservation Summary and Totals or from
the Print Reservation Picking Ticket
option.
This is an internal "plain paper" document with the Customer
Billing & Shipping addresses, the Reservation#, Date, PO#
Salesman code and Delivery method in the header.
The Details of the form include the product numbers and
descriptions with BIN, Ordered quantity and the Reservation product
Notes that are flagged to print.
Space is provided to enter the quantity Picked and Checked.
Once the products are entered and accepted on the Reservation details, refer to Reservation Summary and Totals for details on completing the contract, including adding services, deposits, taxes, follow-up, delivery, and payment.
Converted from CHM to HTML with chm2web Pro 2.85 (unicode) |