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Creating Contracts and Quotes

This chapter describes how to create contracts and quotes in Aptean RentBoard. To do so, proceed as follows:

  • Navigate to the line of the rent class or rent object for which you want to create a rent document.
  • Click in the corresponding line in the calendar overview.

Tip

To select a rent period, hold down the LEFT MOUSE BUTTON and navigate to the desired date. Then release the LEFT MOUSE BUTTON.

  • Complete the information according to the following table:
Field Description
Contract / Quote Click Contract or Quote to create the desired document.
Rental Order Type Select a rent order type from the dropdown menu.
Start Date Select the desired start date of the rent period from the calendar.
End Date Select the desired end date of the rent period from the calendar.
Customer Name Enter the name of the customer or select it from the dropdown menu. The Customer No., Post Code, and City fields are filled in automatically, if the related information is stored.
Customer No. Enter the number of the customer or select it from the dropdown menu. The Customer Name, Post Code, and City fields are filled in automatically, if the related information is stored.
Post Code Enter the post code of the customer or select it from the dropdown menu. The Customer Name, Customer No., and City fields are filled in automatically, if the related information is stored.
City Enter the location of the customer or select it from the dropdown menu. The Customer Name, Customer No., and Post Code fields are filled in automatically, if the related information is stored.
Rent Object Optional If you want to add another rent object to the document, select the desired service item from the dropdown menu and then click Add Rent Object. To remove the rent object from the document, click the trash can icon.
  • Open the dropdown menu in the rent object line to display a list of additional prices.
  • Select or clear the checkboxes to select the (additional) price lines that should be transferred to the rent document. By default all checkboxes are selected.
  • Confirm your entries with Create Contract or Create Quote.
    or
    Click Cancel to cancel the document creation.

Tip

To display an overview of all open rent contract lines of a rent object, click the respective rent object in the rent class list with the RIGHT MOUSE BUTTON. Click Cancel to close the overview.

You have successfully created a rent contract or rent quote in Aptean RentBoard. The selected rent period is displayed in the calendar overview and the selected rent object is automatically reserved, if applicable.

Tip

To open the created document in Aptean Rental, click in the rent period with the RIGHT MOUSE BUTTON and select the Open Document option. For an overview of the most important document data, click in the rent period.