- EBMS Knowledge Base
- Rental
- Rentals Contracts
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
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Sales
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- MyProposals
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- Sales and Use Tax | TaxJar
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- Freight and Shipping Tools
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
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- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
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- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
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- MyDispatch
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- Tasks
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Financials
- Introduction
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- Vendors | Miscellaneous Vendors
- Purchase Orders
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- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
Scanning Serialized Rental Equipment
Serialized equipment that contains a barcode of the serial number or VIN number can be associated to a rental contract by scanning the serial number barcode. This documentation will address the scanning options including product and serialized equipment within a rental contact.
Scanning a Serial Number on a Rental Contract
A scanned serial number barcode can be processed as a A) rental item or B) a product to sell (consumables).
The difference depends on how the associated Product is configured. Complete the following steps to review the serialized Item's associated Product.
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Open the Serialized Item and click on the General tab as shown below:
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Right click on the Product ID and select Look Up from the context menu to open the associated product as shown below:
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If the Rental Code is set the scan is identified as a rental item. If the Rental Code is blank the item is identified as a product to sell (consumed item)and the serial number is assigned like any other document (e.g. Sales Order) which consumes inventory.
Scanning the Serial Number as a Rental
Scanning a serial number within a rental contact with assign the serial number and possibly the associated Rental Code based on the following conditions:
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An error is displayed if the serial number is already a contract.
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Associate the serial number to the rental contact line if the rental code already exists or add a new line if the rental code does not exist.
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Check out the rental contract line: An error will occur if the serialized item is already checked out or returned.
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Check in the rental contract line. An error will occur if the serialized item was already returned or not checked out.
Scanning Non-serialized Product Items
Product items can be scanned and associated as a Rental Code or a consumed item in the same manner as a serialized item. Scan the product code directly rather than a serial number to scan these products. Review [Inventory] Barcodes > Overview for more details on scanning barcodes.
Serial Number Barcode
A serialized item barcode can be scanned directly within the rental contact.
An EBMS printed barcode can prefix a serialized item with the $R special character barcode sequence. Review [Inventory] Barcodes > Programming Scaners and Barcodes for a complete list of special character barcode sequences.