A video of this tutorial is available here.
1) Go to Main Menu: Site/Customer > Customer Master > Sites.
2) Select the site where you are delivering a unit.
3) Click on the Rental Unit tab
4) In the grid area (dark box in the middle of the screen which lists any units that this site already has), do a right click with the mouse.
5) Click Deliver/Remove Unit(s) in the pull-down action menu that appears.
a) Enter the number of units.
b) Delivery Date is the date when the unit was placed on the site.
c) Bill to is the last time that the unit was billed up to.
d) Choose the type of unit you want to deliver.
e) Tab off and at the bottom you will see a list of Unassigned Units.
To choose the serial numbers
· Double click on the first serial number you want, then tab off of the serial number box.
· Then repeat until you have the amount of units needed.
f) Now assign a price book by double-clicking on the price book in the list.
g) Click the Assign Units button
See Also
Assigning
Units to a Site
Rental Unit Inventory