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.


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. 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 that you want to include.
9. Select the Include check box.
10. Click OK.

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