- EBMS Knowledge Base
- Rental
- Managing Rental Equipment
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Client Resources
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EBMS Main Documentation
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Sales
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- Proposal Sets and Templates
- Sales Orders
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- TaxJar
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- 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
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- Lots
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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
Availability of Rental Equipment
The quantity of equipment available to rent and to sell is important to properly evaluate the available for either activity. A sales person needs to understand whether a piece of equipment can be sold since i may be scheduled to be rented. A purchaser needs to know if I should purchase more product to support both sales and rentals.
This valuable information is displayed in the following locations:
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Rental report
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Rental tab of the rental service item
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Rental Counts button in the Count tab of the rental equipment item
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Rental contract
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Sales order
The following availability values are important to evaluate equipment availability:
- Total Net Ordered: Reduces the highest quantity of equipment needed to service all scheduled rental contracts (Highest Reservation) from the Net Ordered of rental equipment.
- Total On Hand: Reduces the amount of equipment Checked Out from the amount On Hand.
- Total Available: Reduces the highest quantity of equipment needed to service all scheduled rental contracts (Highest Reservation) from the total amount of equipment Available.
Review [Inventory] Tracking Counts > Item Count for more details on the Net Ordered, On Hand, and Available values used to manage inventory.
Report
Select Reports > Rental > Rental Items On Hand from the File > Reports menu. 
Select the rental equipment folder or items to generate the following report:
Rental Service Item
Open a rental service inventory item that is classified as Rental Item and click on the Rental tab:
The Net Ordered, On Hand, and Available values are a total of all equipment associated with the current rental code.
Review Getting Started > Creating Rental Service Codes for more details on the rental service item.
Rental Equipment
Complete the following steps to review the availability of rental equipment:
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Open a rental product item that is contains a Rental Code.
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Click on the Count tab and click Rental Counts:
Review Getting Started > Rental Equipment for more details on rental equipment items.
Rental Contract
Open a rental contract, right click on the rental Items line, and select View Availability as shown below:
Review Rental Contracts > Reviewing Rental Items for more details on the Schedule button.
Sales Order
Open a sales order with rental equipment, right click on the rental Item line, and select View Rental Counts as shown below:
