1. Equipment Rental
  2. Rental Management
  3. Rental processes
  4. Fleet and warehouse management
  5. Business object management

Create supplementary item groups

You can create a supplementary item group to combine rental and sales items. Link the group to a released product.

Set the required level for each item in the group. This can be mandatory, optional, or recommended. Depending on the level, the item may be required, optional, or skippable in the rental order or quotation.


Product manager Product manager Start Start Create Supplementary item group Create Supplementary item group Add a supplementary item group for use in rental orders, rental quotations, or sub rental orders. The group can contain different item combinations depending on the order type. Procedure 1. Go to Inventory management > Setup > Supplementary items > Supplementary item - item groups. 2. Click New. 3. In the Supplementary item group field, type a value. 4. In the Name field, type a value. 5. Click Save. 6. Close the page. End End Rental or sub rental supplementary item? Rental or sub rental supplementary item? Add rental supplementary item Add rental supplementary item To a supplementary item group, you can add: Rental items Sales or purchase items You can only use these items on rental orders and rental quotations. Procedure 1. Go to Inventory management > Setup > Supplementary items > Supplementary item - item groups. 2. In the list, find and select the desired supplementary item group. 3. Click Supplementary rental items. 4. Click New. 5. In the Account code field, select an option. Note: You can choose between Table, Group and All. If you choose Table, then you have to select a customer in the Account selection field. If you choose group, you have to select a customer group in the Account selection field. 6. In the Unit field, type a value. 7. In the Supplementary item field, enter or select the desired supplementary item. 8. In the Supplementary quantity field, enter a number. 9. In the From date field, enter a date. Note: It is not mandatory to set a From date. If you leave the date blank the data you have entered on the supplementary item will always be valid or valid until the To date. 10. In the To date field, enter a date. Note: It is not mandatory to set a To date. If you leave the date blank the data you have entered on the supplementary item will always be valid or valid starting from the From date. 11. Set a value for the Allow qty change field. Note: Value can be Yes or No. Depending on the choice, you will be allowed to change the quantity of the supplementary item on a rental order line. 12. In the Required level field, select an option. Note: The options that you can set are: Optional > You are allowed to select or skip the supplementary item on the rental order line. Recommended > You are allowed to select or skip the supplementary item on the rental order line. But it will already be pre-selected for you. Mandatory > The supplementary item is pre-selected and you can't de-select it. 13. Click Save. 14. Close the page. Add sub rental supplementary item Add sub rental supplementary item You can add rental items and sales or purchase items to a supplementary item group. These items are only available for use in sub rental orders. Procedure 1. Go to Inventory management > Setup > Supplementary items > Supplementary item - item groups. 2. In the list, find and select the desired supplementary item group. 3. Click Supplementary sub rental items. 4. Click New. 5. In the Account code field, select an option. Note: You can choose between Table, Group and All. If you choose Table, then you have to select a vendor in the Account selection field. If you choose group, you have to select a vendor group in the Account selection field. 6. In the Unit field, enter or select a value. 7. In the Unit field, enter or select a value. 8. In the Unit field, type or select a value.. 9. In the Supplementary item field, enter or select the desired supplementary item. 10. In the Supplementary quantity field, enter a number. 11. In the From date field, enter a date. Note: It is not mandatory to set a From date. If you leave the date blank the data you have entered on the supplementary item will always be valid or valid until the To date. 12. In the To date field, enter a date. Note: It is not mandatory to set a To date. If you leave the date blank the data you have entered on the supplementary item will always be valid or valid starting from the From date. 13. Set a value for the Allow qty change field. Note: Value can be Yes or No. Depending on the choice, you will be allowed to change the quantity of the supplementary item on a rental order line. 14. In the Required level field, select an option. Note: The options that you can set are: Optional > You are allowed to select or de-select the supplementary item on the rental order line. Recommended > You are allowed to select or de-select the supplementary item on the rental order line. But it will already be pre-selected for you. Mandatory > The supplementary item is pre-selected and you can't de-select it. 15. Click Save. 16. Close the page. 17. Close the page. Rental Sub rental

Activities

Name Responsible Description

Create Supplementary item group

Product manager

Add a supplementary item group for use in rental orders, rental quotations, or sub rental orders.

The group can contain different item combinations depending on the order type.

Add rental supplementary item

Product manager

To a supplementary item group, you can add:

  • Rental items
  • Sales or purchase items

You can only use these items on rental orders and rental quotations.

Add sub rental supplementary item

Product manager

You can add rental items and sales or purchase items to a supplementary item group. These items are only available for use in sub rental orders.

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