1. Equipment Rental
  2. Rental Management
  3. Activities

Add rental quotation line
Task

You can add a rental or sales item to a rental quotation line. The following rental item types are supported:

  • Bulk rental item — multiple quantities allowed
  • Serialized rental item — only quantity of one


Standard procedure

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 values of the rental quotation header. You can change these values.
5. The default Rental gross amount is retrieved from the rental agreement.
6. The default Rental discount % is retrieved from the rental agreement.
7. Expand the Line details section.
8. Click the Rental tab.
9. The default invoice profile is retrieved from rental quotation header or rental type. The rental type values will be prioritized over the values of the header. You can change this default value.
  In the Invoice profile field, enter or select a value.
10. The default rental calendar is retrieved from rental quotation header or rental type. The rental type values will be prioritized over the values of the header. You can change this default value.
  In the Rental calendar field, enter or select a value.
11. The default rate code is retrieved from rental quotation header or rental type. The rental type values will be prioritized over the values of the header. You can change this default value.
  In the Rate code field, enter or select a value.
12. Click Edit rental lines on the Rental quotation lines section.
 

Note: The rental line editor shows the details of the selected rental quotation line with its mandatory and optional supplementary rental items or sales items. You can include- or exclude the supplementary items. Mandatory items are automatically included which you cannot undo. You can also change the Rental gross amount and the Rental discount % on the Rental line editor.
13. In the list, find and select the desired supplementary item that you want to include.
14. Select the Include check box.
15. Click OK.
Related to Notes

Create and send rental quotation

 		 

Revise rental quotation

 		 

Create and send rental quotation (old version)

 		 

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