- EBMS Knowledge Base
- Rental
- Rentals Contracts
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Client Resources
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EBMS Main Documentation
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Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
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Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components (BOM) and Accessories
- Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
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Expenses
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Labor
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Financials
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Tasks and Work Orders
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Job Costing
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Manufacturing
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Rental
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Apps
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E-commerce
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EBMS Automotive
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EBMS Horticulture
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EBMS Metal Supply
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EBMS Fuel Sales
Managing Rental Deliveries
The rental system contains a process to prompt the user when items are to be delivered and when the rentals are to be picked up again. These tools will assist the prompting and organizing of the delivery team.
Rental Service Defaults
Items that normally require pickup and delivery should have the following This is a pick up and delivery item option enabled. Open a rental service code, click on the Rental tab, to enable the option.
Filter down this option to an entire group of rental service codes by right clicking on a group of service codes, selecting Edit Defaults, and Filter Down the This is a pick up and delivery item option within the Rental tab.
Review [Main] Features > Edit Defaults, Filter Down Data, and Globally Change Data for filter down instructions.
Rental Delivery
Enable the Deliver option on a rental contract to mark the rental items for delivery.
Rental Pick Up
Enable the Pick Up needed within the return process dialog:
Review Returning a Rental Item for more information on this step.