Contract Management
As a rental business, the creation and tracking of rental contracts is of primary importance. When you create a contract, you must have the necessary information readily available. Data such as your customer’s mailing address, shipping address, billing terms are necessary as is the availability and pricing of the items they request. The ARM Contract Entry function automates this entire function, increasing the efficiency of your staff and enabling them to offer better customer service.
Features
- Convenient lookup and search functions make finding the correct customer, shipping address, and billing code simple
- Create new customers and items on the fly
- Customer credit limit checking during data entry
- Records user id of operator entering contract
- Copy new contract from another contract or invoice
- Checks quantity available and warns if overbooked
- Convenient lookup and search functions make finding your data simple
- Easily query stock in other warehouse locations
- Fax contracts directly to your customer
- Enter multiple deposits and receipts
- Contract History Inquiry shows cumulative billing totals for contract
- Separate Delivery/Return instructions for each contract
- Track contract changes
- Query item pricing including quantity breaks
- View and maintain customer specific memos during contract entry
- Full salesperson commission reporting
- View the Reservation Inquiry screen at any time
- Handy calendar makes finding the correct date a snap
- Reminder to operator about accessory items to include
- Quickly print contract, picking sheet, and instructions individually or as a group
- When contract is designated as shipped, inventory is instantly relieved
- Pricing determined automatically based on established price schedules
- Designate the entire order as a sales contract, or a rental contract
- Include sale items on a rental contract
Contract Entry Video
