DealersoftPro

Step 1: How to add Rate code in rental master data

Step 2 : How to maintain rental office in rental master data

Step 3 : How to maintain rental user defaults in rental master data

Step 4 : How to add Charge code in rental master data

Step 5 : How to update fleet status

Step 6: How to maintain driver details

Step 7: How to maintain price book

Step 8 : Add Equipment to Rental Fleet

Step 9 : Create Inspection Task Codes

Step 10 : Create Inspection Group

Your Turn : Setup

Step 1 : View Equipment Rental Availability

Step 2: How to maintain Contract Header and Row level details

Step 3: How to deliver the unit and invoice the schedule

Step 4 : How to perform Off renting, Off invoicing and Generate credit note

Step 5 : How to perform Extension of contract and Ext-invoicing

Step 6 : How to perform Offrenting with no onrent date

Step 7: How to Return the units and Close the contract

Step 8 : How to Maintain approval setup and perform rental invoice approval

Step 9 : Create Work orders & Breakdowns

Your Turn : Rental Deliveries

Your Turn : Rental Returns

Step 1 : How to maintain Quotation Header

Step 2: How to maintain Quotation Row level details

Step 3 : How to copy quotation to contract and quotation from contract

Step 4 : Understanding Status on Rental Quotation

Rental Master Data Setup

Rental Quotation – Manual