Create/Update
Equipment Sale Reservation/Quote - Launch
Program/Screen: SAEOET/SAEOET104
Description:
Use this screen to launch the Create/Update Equipment Sale Reservation/Quote program where you can create a reservation or a quote for the sale of equipmentItem such as a drill, crane, truck, or backhoe that is rented or sold.. A reservation can be converted to an invoice. A quote can be converted to a reservation or an invoice.
Equipment listed on a quote is not committed until the quote has been converted to a reservation or an invoice.
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Navigation
Access this program from the Operations menu. If your system is set up to require a user name and password to use this program, enter that information first.
This is the first screen in the Create/Update Equipment Sale Reservation/Quote program. Indicate whether you are entering a reservation or a quote. Next, enter either the customer number or name (for charge account customers) or the driver's license state and number (for cash customers) for the reservation/quote.
If you are creating an equipment sale reservation/quote for a charge customer who requires a job number for all transactions, the next screen in the sequence is the Job Selection screen. If you are creating a reservation/quote for a cash customer, the next screen in the sequence is the Customer Information screen. If you enter an existing cash customer, their identifying information displays on the screen. If you enter a new cash customer, you are prompted to enter their identifying information.
If you are
updating an equipment sale reservation/quote, enter the reservation/quote
number you want to update.
Unique Create/Update Equipment Sale Reservation/Quote Screens
Create/Update Equipment Sale Reservation/Quote - Launch
Create/Update Equipment Sale Reservation/Quote - Customer Information
Create/Update Equipment Sale Reservation/Quote - Equipment Information
Create/Update Equipment Sale Reservation/Quote - Review
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Fields
Indicate whether you are entering a reservation (R) or a quote (Q).
If you are creating an equipment sale reservation/quote for a charge account customer, enter the account number or the name (or the Search Word) of the charge customer. If you do not know the name or the number, press F4 while in this field to access Customer Search.
If you know the first letter of the customer's name, type it in the field and press Enter to access Customer Search and display a list of customers whose names (first or last) contain that letter. For example, type H and press Enter and the list in Customer Search would show both Baker Hardware and Hillcrest Electric. The list would then continue with customers whose names started with the subsequent letters of the alphabet such as I and J in our example.
If you are creating an equipment sale reservation/quote for a cash customer, enter the two-letter abbreviation for the state on the customer's driver's license.
If you are creating an equipment sale reservation/quote for a cash customer, enter the number from their driver's license.
Enter the date that the reservation or quote was taken.
Enter the time that the reservation or quote was taken.
Function Keys
|
Function Key |
Description |
|
F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F5 |
Refresh. Refresh the screen and remove entered data. |
|
F8 |
Read Card. Open the Driver License Card Swipe popup window and swipe the customer's driver's license. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
Related Programs
Create/Update Rental Reservation/Quote
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