Field
|
Description
|
Status
|
Indicates
the purpose of the line:
Delivered: The
line shows the delivery information.
Returned: The
line shows the return information.
Document number
|
If the
status is:
Delivered, the
packing slip number is shown.
Returned, the
return note number is shown.
Item number
|
The
identification of the rental item.
|
Quantity
|
The
number of rental items that are delivered or returned.
|
Delivery date
|
The date
on which the rental item is delivered or returned.
Create case?
Create case?
Create equipment
case
Create equipment case
On the 'My equipment' page, if you have the 'Maintain' or 'Admin' user role, you can create a case for an equipment record.
For an equipment record, you can create these types of cases:
Report damage: Report any damage to a rental item to the rental company.
Change rental dates: Request the rental company to change the rental dates. Example: You are currently renting a rental item that you need a few more days than the expected off-rent date/time. You can request to extend the rental period.
Stop rental period: Request the rental company to stop the rental period before the expected off-rent date.
The default case description consists of:
The item number of the equipment record for which you create the case.
The fleet number of the equipment record for which you create the case.
Case type.
Procedure
1. Sign in to the Rental Customer Portal.
2. Click 'My equipment'.
3. Find the desired equipment record.
4. Click the drop-down of the equipment record and select the desired case type.
5. If desired, change the default description.
6. In the 'Notes' field, enter detailed information.
7. Click 'Submit'.
End
End
Yes
No
Activities
Name |
Responsible |
Description |
View rented equipment
|
Rental contact
|
Use the 'My equipment' page to view the equipment you have rented.
On the 'My equipment' page, all rented items are shown that your company:
- Have rented in the past.
- Is renting currently.
- Have ordered, but are not yet delivered.
Note: The 'My equipment' page does not show:
- Supplementary items.
- Non-rental items.
The map shows the locations of the rented items in the equipment list.
|
Create equipment case
|
Rental contact
|
On the 'My equipment' page, if you have the 'Maintain' or 'Admin' user role, you can create a case for an equipment record.
For an equipment record, you can create these types of cases:
- Report damage: Report any damage to a rental item to the rental company.
- Change rental dates: Request the rental company to change the rental dates. Example: You are currently renting a rental item that you need a few more days than the expected off-rent date/time. You can request to extend the rental period.
- Stop rental period: Request the rental company to stop the rental period before the expected off-rent date.
The default case description consists of:
- The item number of the equipment record for which you create the case.
- The fleet number of the equipment record for which you create the case.
- Case type.
|
| | |