Revise rental quotation

You can change sub rental dates if they are incorrect.

When you change the header dates, the system also updates the dates on the sub rental order lines.

You can change a rental quotation if the rental price or discount is incorrect.

Use the rental line editor to update the rental amount or the discount percentage.

You can revise a rental quotation to add or remove supplementary items. This activity describes how to modify the quotation accordingly.

After you complete the rental quotation, send it to the customer or prospect. You can send the quotation by email, mail, or other options.

After you send the quotation, the status changes from Created to Sent. This applies only if it was not sent before.

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

Add a service item to a rental quotation line.

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

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.

Add a service item to a rental quotation line.

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

You can apply miscellaneous charges to a rental quotation.

You can do this in two ways:

• From the Active pane.
• By adding a rental quotation line with a service item.

You can use the Active pane to apply the charges to the quotation directly.

Note: You can also apply charges on the line level. Select a quotation line and go to: Financial > Charges > Maintain charges.