Creating Contracts and Quotes
This chapter describes how to create contracts and quotes in TRASER RentBoard 365. To do so, please 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 and complete the information according to the following table:
Tip
To select a rent period, hold down the LEFT MOUSE BUTTON and navigate to the desired date. Then release the LEFT MOUSE BUTTON.
| Field | Description |
|---|---|
| Contract / Quote | Select if you want to create a Contract or Quote by clicking on the respective button. |
| 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 on Add Rent Object. To remove the rent object from the document, click on the trashcan 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. To cancel the document creation, click on Cancel.
Tip
To display an overview of all open rent contract lines of a rent object, click on the respective rent object in the rent class list with the RIGHT MOUSE BUTTON. Click on Cancel with the LEFT MOUSE BUTTON to close the overview.
You have successfully created a rent contract or rent quote in TRASER RentBoard 365. The selected rent period is displayed in the calendar overview and the selected rent object is reserved. To open the created document in TRASER Rental 365, 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 with the LEFT MOUSE BUTTON.