Daily Procedures - Rental Management
Getting Started Overview Information Guide ->
DAILY REPORTS
Delivery/Pickup Report - to schedule drivers' routes
Product/Group Bookings Report - over-booked items to prepare for sub-rentals
Reservation Picking List - for staff to prepare today's orders
Reservation Deposits ReminderList - to follow up on required deposits
Overdue Contracts Summary - overdue contracts which require follow-up
Unbilled Contracts Report - contracts not billed with product details
DAILY COUNTER ACTIVITIES
Counter Worksheet
- the recommended option to enter new counter documents because:
oQuotes, Reservations, and Contracts can all be entered from this same utility
oflexibility in entry starting point i.e. customer information, dates, or products
outilizes a worksheet to list products that can be saved
osearches provide better flexibility
omultiple products and quantities can be selected from a list and added at a time
Reservations
Reservation Deposits
Convert Reservation
Log Reservation Deposit Reminder Calls
Off Rentals by Contract
Exchange by Contract
Point Of Sale Invoices
Miscellaneous Invoices
DAILY BILLING OF MONTHLY CONTRACTS
Cycle Billing Edit
Cycle Billing
Cycle Bill A Single Contract
DAILY ORDER ENTRY ACTIVITIES
Sales Orders
Print Picking Tickets
Bill Sales Order
Sales Order Invoices
Print Sales Order Invoices
DAILY SET UP OF INVENTORY
Sales Inventory - Add Sales Parts
Rental Inventory - Add Rental Products
DAILY CUSTOMER PAYMENTS AND G/L CASH SALES
Customer Payments
Post Customer Payments
DAILY CLOSE - Daily Business Reports and Posting
Daily Close 1
Daily Close 2
Daily Close 3
G/L Journals: Balance Cash and Enter the Bank Deposit
Tape Backup or Disc Backup
Topic Keyword: GS1001