The booking process can be started in various places within the system, with the most common being from the resource management view or directly on a customer from the search field. You can read more about how to deliver and return equipment under deliveries and returns.
Resource Management View
In the resource management view, you click on the grid cell that corresponds to the product and day you want to start the rental. If it is uncertain which specific product will be rented out, it is also possible to start a group booking to assign a specific product later.
On the left side of the resource management view, you can filter by different Departments, Depots, and Product Groups.
Once the product and date are selected, you get a new screen where you can search for or create a new customer. An end date can be set, but it is also possible to leave this blank. If a date is set and the product is not returned by this date, the rental will automatically be extended daily, unless the default setting for this has been overridden.
When a customer is selected, you can either create the order, create a packing slip directly, or click next product to add more products/services to the order.
From the Search Field
If you wish to select a customer or customer project before adding products, you can search for the customer in the search field and click the plus sign on the customer to start a blank order.
From here, you can add products by clicking Add from resource management to open the products in the resource management view, or Add from product search to search for products and easily add one or more products.
Services and sales products can be found directly in the search field Search Serv./Sales Pr.
For services, it is not necessary to create a packing slip. You can change the status directly to Delivered.