Getting Started - Transaction Rental Setup
Updated
by
Cheryl Wallace
Previous Step: Getting Started - Purchasing Setup
Consult your implementation guide!
- Designate Billing Locations, if not done previously.
Each stocking location that will be charging rent against tools or consumables checked out must be designated as a billing location prior to any transactions taking place. Review during training or see this link. |
- Add and configure Rate Sheets.
A rate sheet must be created for each type of Job/Customer you have (e.g. Time and Materials, Set Cost, Subcontractors, etc.). Rates can either be entered manually or imported. Review during training or see this link. |
- Define who will be charged rent for each Stocking Location.
For each billing location where employers and/or non-stocking locations will be charged rent, attach the combination of stocking location and renter to the rate sheet before any transactions take place. Review during training or see this link. |
- Define any Rate Sheet Holidays.
Enter the dates to skip charging rent when the Skip Weekends and Holidays option is set on a Transaction Rate Sheet. Review during training or see this link. |
.
Next step: Getting Started - Transfer Rental Setup
.
Overview: Getting Started - Implementation Step Summary
Copyright © 2020-2023 ToolHound Inc. All Rights Reserved.