Add rental quotation line with bulk item

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You can add a rental or sales item to a rental quotation line. You can add the following rental item types:

  • Bulk rental item

  • Serialized rental item

The steps to add each item type are different.

This activity explains how to add a bulk rental item to a rental quotation line.

Steps

  1. Go to Rental order management > Rental quotations > All rental quotations.

  2. In the list, find and select the desired rental quotation.

  3. In the rental quotation lines section, click Add line.

  4. In the Item field, find and select the desired rental or sales item.

    Note

    Site, Warehouse, On-rent date, and Expected Off-rent date are retrieved from the rental quotation header. You can modify these values if needed.

  5. The default Rental gross amount is retrieved from the rental agreement. You can change this value.

    Set the Rental gross amount.

  6. The default Rental discount % is retrieved from the rental agreement. You can change this value.

    In the Rental disc. % field, enter a number.

  7. Click Edit rental lines.

  8. In the list, find and select the desired supplementary item to include.

  9. Select the Include check box.

  10. Click OK.