1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Rental and sales
  5. Work location

Create and maintain work locations

You can create a work location to represent a work site. Rental pricing can be based on this location.

When you enter a work location on the Create new rental order page, the address and rental project fields are filled automatically.

You can set work locations as mandatory or optional in the rental parameters.

You can also link a work location to a customer or vendor account through a prospect. A prospect is created automatically when you create a customer or vendor in Rental Management.

This flow explains how to create and maintain a work location.


Rental clerk Rental clerk Start Start Create work location Create work location Create a work location code using an abbreviation or number to identify the location. Procedure 1. Go to Rental order management > Work locations > Work locations. 2. Click New. 3. In the Work location code field, In the Work location code field, enter the desired value.. Note: Assigning a work location code can be either manual or automatic. The task recording describes the manual steps. In the event of automatic creation of a work location code depends if an number sequence is active. 4. In the Name field, type a value. 5. If work location group is needed, select the desired work location group. Note: Work location group is not a mandatory step. 6. Select if applicable Yes in the Rental project field. Note: You can add a rental project on a work location when you want to link them to each other. When you select a work location on a rental order the linked rental project is used on the rental order. 7. Click Save. 8. In the Project ID field, enter or select the desired record. 9. Click New. 10. In the Name or description field, In the Name or description field enter the relevant name.. 11. In the Purpose field, enter or select a value. 12. In the Country/region field, In the Country/region field, enter the country/region. 13. In the ZIP/postal code field, In the ZIP/postal code field, type the desired ZIP/postal code. 14. In the Street field, type the desired street name. 15. In the City field, In the City field, enter the desired City. 16. Click OK. 17. In the Account field, enter or select the desired record. 18. In the Distance field, enter the required distance. Note: Distance: You can enter the distance between from your desired location to the work location. This distance can be used when you calculate prices based on the distance. 19. In the Unit field, enter the desired distance unit. Note: You can use the desired unit of measurement for the above mentioned distance. This unit can be in kilometers, meters etc. 20. Click Save. 21. Close the page. Do you  need new work location group? Do you  need new work location group? Create work location group Create work location group Create a work location group when several work locations belong to the same area or project. Linking locations in a group allows you to use work location group pricing in rental agreements. Procedure 1. Go to Rental order management > Setup > Groups > Work location groups. 2. Click New. 3. In the Work location group field, In the Work location group field, type the group code.. 4. In the Name field, In the name field, enter the name of the Work location group.. 5. Click Save. 6. Close the page. 7. Go to Default dashboard. End End Does a customer or vendor account already exist? Does a customer or vendor account already exist? Create a new Prospect Create a new Prospect You can create a prospect for a potential customer or account that has not yet done business with you. You can also link the prospect to a lead or opportunity. Procedure 1. Go to Sales and marketing > Relationships > Prospects > All prospects. 2. Click New. 3. In the Name field, type a value. 4. In the ZIP/postal code field, type a value. 5. In the Street field, type a value. 6. In the Street number field, type a value. 7. In the Delivery terms field, enter or select a value. 8. In the Country/region field, enter or select a value. 9. In the Phone field, type a value. 10. In the Address books field, type a value. 11. Click Save. 12. Expand the Rental section. 13. In the Invoice profile field, enter or select a value. 14. In the Rental calendar field, enter or select a value. 15. In the list, click the link in the selected row. 16. In the Rate code field, enter or select a value. 17. In the Prospect group field, enter or select a value. 18. In the list, click the link in the selected row. 19. Expand the Credit and tax section. 20. Select Yes in the Mandatory credit limit field. 21. In the Credit rating field, type a value. 22. In the Credit limit field, enter a number. 23. Click Save. 24. Click Save. Select an existing prospect Select an existing prospect The Account field on the Work location card under Miscellaneous links to a prospect account. Procedure 1. Go to Rental order management > Work locations > Work locations. 2. In the list, find and select the desired record. 3. Expand the Details section. 4. Use the shortcut for switching to View or Edit mode. 5. In the Account field, enter or select a value. 6. Click Save. 7. Close the page. 8. Go to Default dashboard. Yes No No Yes

Activities

Name Responsible Description

Create work location

Rental clerk

Create a work location code using an abbreviation or number to identify the location.

Create work location group

Rental clerk

Create a work location group when several work locations belong to the same area or project.

Linking locations in a group allows you to use work location group pricing in rental agreements.

Create a new Prospect

Rental clerk

You can create a prospect for a potential customer or account that has not yet done business with you. You can also link the prospect to a lead or opportunity.

Select an existing prospect

Rental clerk

The Account field on the Work location card under Miscellaneous links to a prospect account.

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