Operations Overview

The RentalMan Operations application takes you step by step through complete rental and sales contract processing.  It provides you with the ability to complete both actual transactions and reservations and quotes.

You can enter rental transactions for charge and cash customers, and update, exchange, partially return, and fully return equipment.  For sales transactions, you can enter the transaction as an order and convert it to an invoice when the merchandise is picked up by the customer.  Cash deposits or payments can be applied to cash or charge customers either during the transaction or by using the Update Deposit option.

You can also enter manual invoices where you manually enter a description of the equipment that was rented and the amount you want to bill the customer.

Click a link to advance to that section and review the maintenance, transaction, and inquiry programs available in the Operations application:

Operations Main Menu (RAMNUO)

• Rental Contract Flow

• Reservations/Quotes

• Sales Flow

• Inquiry

• Other

Rental Maintenance Menu (RAMNUM)

• Master File Maintenance

• Master File Listings

Sales Maintenance Menu (SAMNUM)

• Master File Maintenance

• Master File Listings

Additional Operations Menu (RAMNUO2)

• Transactions

• Inventory Transfers

• Other

• Tracking

Cash Control Operations (CCMNUO)

• Transaction Processing

• Reporting Functions

• Credit Card Options

Manual Invoice Options (MIMNUO)

• Rental

• Invoice

• Inquiry

Tracker Maintenance Menu (RAMNUT)

• File Maintenance

• Bar Code

• Reports

• Transactions/Inquiries

Operations Main Menu (RAMNUO)

Rental Contract Flow

Create/Update Rental

Partial Return

Full Return

Exchange Equipment

Update Deposit

Pickup Ticket

Rental Credit Memo

Consolidated Return

Reservations/Quotes

Create/Update Rental Reservation/Quote

Create/Update Sales Quote

Create/Update Equipment Sale Reservation/Quote

Sales Flow

Sales Order/Invoice

Equipment Sale

Rental Purchase

Sales Credit Memo

Sales Order Maintenance

Equipment Credit Memo

Inquiry

Equipment Search

Parts/Merchandise Search

Customer Search

Cash Customer Search

Customer Transactions

Availability Calendar

Reservation/Contract Link

Other

Missed Rental/Sales

Phone Log

Temporary Rental Suspension

Manage Proforma Invoices

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Rental File Maintenance Menu (RAMNUM)

Master File Maintenance

Customer Master Maintenance

Customer Job Maintenance

Cash Customer Maintenance

Category/Class Maintenance

Category/Class Location Maintenance

Category/Class Lot Maintenance

Equipment Maintenance

Equipment Rental Rate Maintenance

Equipment Message Maintenance

Equipment Specifications Maintenance

Equipment Rental Rates Discount Maintenance

Suggested Items Maintenance

Analysis Group Maintenance

Rental Kit Maintenance

Worksheet Maintenance

Contract Price Maintenance

Environmental Charge Control Maintenance

Equipment Environmental Charge Maintenance

Equipment Comments Maintenance

Equipment Make/Model Maintenance

Master File Listings

Coming a future release.

Sales Maintenance Menu (SAMNUM)

Master File Maintenance

Stock Class Maintenance

Stock Class Location Maintenance

Sales Item Maintenance

Sales Item Location Maintenance

Serial Number Maintenance

Sales Item Message Maintenance

Sales Item Discount Maintenance

Miscellaneous Charge Item Maintenance

Price/Cost Update

Run Price/Cost Update

Price Definition Maintenance

Update Items from Vendor Price List

Sales Item Kit Maintenance

Sales Item Cross Reference Maintenance

Sales Item Specifications Maintenance

Master File Listings

Coming in a future release.

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Additional Operations Menu (RAMNUO2)

Transactions

Cycle Billing

Cash Control Entry

Demand Billing

Total Revenue Recap Display

Re-rent Detail Inquiry

Pickup Ticket Inquiry

Cycle Bill Cash Customer

Uncollected Account Payment

Customer ROA Payment Entry

Inventory Transfers

Create Inventory Transfer

Update Inventory Transfer

Receive Inventory Transfer

Inventory Transfer Inquiry

Other

Receiving

Equipment Status Change

Transfer Request

Inter-Company Expense

Sales to Rental Transfer

Truck Dispatch Entry

Sales Call Maintenance

Credit Approval Search/Inquiry

Marketing Contact Maintenance

Equipment for Sale

Weather Conditions

Tracking

Alert Listing

Equipment Tracking

Equipment Management Screen

Get Driving Directions

Cash Control Menu (CCMNUO)

Transaction Processing

Cash Control Entry

Credit Card Authorization Maintenance

Credit Card Type Maintenance

Reporting Functions

Coming in a future release

Credit Card Options

Credit Card Transaction Inquiry

New Credit Cards Accepted

Declined Credit Authorizations

Declined Credit Settlements

Credit Cards Expired

Recurring Credit Card Charges

Credit Authorizations Expired

Manual Invoice Options (MIMNUO)

Rental

Create Rental

Update Rental

Pickup Ticket

Rental Return

Exchange

Invoice

Create Manual Invoice

Update Manual Invoice

Credit Manual Invoice

Create Proforma Invoice

Create Pre-payment Receipt

Credit Pre-payment Receipt

Inquiry

Equipment

Charge Customers

Manual Invoice Inquiry

Customer Transactions

Tracker Maintenance Menu (RAMNUT)

File Maintenance

Customer Authorized User

Job File

Project Maintenance

Customer Relationship

Bar Code

Bar Code Maintenance

Print Bar Code Labels

Reports

Coming in a later release.

Transactions/Inquiries

Close Held Returns

Tools Not Returned Inquiry

Create Sales Item Credit

Tracker Transaction Inquiry

Return Receipt Inquiry

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