Getting Started - Transfer Rental Setup
Updated
by
Cheryl Wallace
Previous Step: Getting Started - Transaction Rental Setup
Consult your implementation guide!
- Designate Billing Locations, if not done previously.
Each stocking location that will be charging rent against tools or consumables transferred to another stocking location must be designated as a billing location prior to any transfers being initiated. Review during training or see this link. |
- Define the Rental Period(s), if not done previously.
Rental periods represent the period of time associated with a rate. A rental period can be defined as a fixed number of days or the calendar month. Review during training or see this link. |
- Add and configure Rate Sheets.
A Transfer Rate Sheet defines the terms, and set of rental rates and selling prices for part numbers and must be defined prior to any transfers being initiated. Review during training or see this link. |
- Define who will be charged rent for each Billing Location.
For each billing location transferring inventory to stocking locations that will be charged rent, attach the combination of stocking location and renter to the rate sheet before any transfers take place. Review during training or see this link. |
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Next step: Getting Started - "Go Live" Check List
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Overview: Getting Started - Implementation Step Summary
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