To begin a rental contract, select your customer and then click the Rental button. Enter your username and the rental screen will open. You begin at the part number field where you can start entering a part number or you may press F2 for the inventory search screen. If the same part number is used by multiple manufacturers or there are part numbers that closely relate to the part entered, it will display a list for you to choose the correct part. Double click the desired part to enter it into the sales order. Pressing enter or tab will move the cursor to the quantity field. To give the customer a discount or change the displayed price hold the right arrow on your keyboard and hit enter and you are able to set the discount amount by typing in a dollar amount or by a percentage(enter the amount then select shift-percent and the system will calculate the discount for you) to change the selling price. Now you may press tab or enter to add the item to the order. The cursor will go back to the part number field and you can continue to add items to this order. If you wish to remove a part from the order simply click on the arrow next to the part in the order and press your delete key on your keyboard. If you want to add any notes to this order, click the Notes button above the item total box on the right hand side of the screen. Enter the desired notes and click OK to save or Cancel to close the window. Once finished, click the Print Rental button to print the contract. To close the contract without taking a payment, click the Save for Later button. To close the contract and take a payment, uncheck the rental box and click the End to Invoice/Take Deposit button.

Rental—Taking a Payment:

Once you have clicked the End to Invoice button, the complete sale screen opens. For customers that have a charge account, you may put the rental invoice on account. For customers that do not have an account, a 100% deposit is required. From here you can select the payment type, select invoice or receipt (invoice is the default setting) for printing and enter an amount tendered. If the customer is using multiple forms of payment, click the Split Payment button to open the split payment screen.

Split Payments:

In this screen you have the option of taking up to three forms of payment for the invoice. Use the drop down menu to select the payment method, the amount, and the check or credit card number (if applicable). Click the OK button to save the payments and return to the complete sale screen. If you do not want to save these payments, click the Cancel button.

Once all this is finished you now decide to print or not by selecting one of the buttons at the bottom. To exit this screen without taking a payment, click the Cancel button.

If you do not want to save the contract at this time, click the Cancel Rental button to close the rental screen.