The Rental Unit Management Form allows you to assign units to a site. Fields that are yellow can be typed into.
(Note: This form can be opened from the Site Master for a site from the Rental Units tab. Right-click on the grid in the rental tab and select the option Deliver/Remove (units). )
1. If a site is not yet selected, you can
select one by typing it into the Site
# field, or searching for a site by clicking on the small
magnifying glass button next to the Site # field..
2. Select number of units
3. Enter delivery date (date unit placed on site)
4. Tab off and the bill-thru date will populate to the day before delivery. This is so you can invoice for the day delivered.
5. Tab to type unit and select type of units to be delivered. Tabbing off the field populates the unassigned units grid and the price book /list
6. Double-click on price book being used. This will place the code in the upper right hand corner in the field “Price book/list”
7. Click Assign Units command button and the system will automatically pick the next free serial numbers and assign them to the site with the correct price. OR manually enter individual serial numbers until all the numbers you want assigned to the site are in the list and then click to assign units.
Select Exit to close the form.
See Also