Assigning Units to Site

If you rent equipment as part of your business, you can use the TAC system to track the equipment location and do periodic billing for the equipment on site.

After the equipment has been placed (optionally you can use work orders to manage that work), go the Site Master and right click on the Units Tab, selecting the action menu option Add.

On the Rental Unit Assignment Form that opens, select the type of equipment and you have several options for setting the price of the unit.

Accept the previous price the unit has on file

Use the price book and click on the row you want to use as a price template

After assigning the unit, click on the tab Remove/Edit Unit, then double-click on each unit and set the price

Now you can either enter a specific serial number, or to allow the TAC system to select the next available un-assigned unit, click Auto Select.

When the units have been assigned, you will receive a confirming message.

After units have been assigned, click on the Remove/Edit Unit Tab, and modify any rates as required.

Then, right-click on the units in the grid, and select Invoice Rental Units to generate the first invoice, or leave for the normal periodic invoicing cycle.