- 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
- Getting Started | Company Setup
- Quick User Guide | Financial Staff | Accountant
- Quick User Guide | Financial Staff | Accountant | Accountants Journal
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- Automotive
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- Automotive | Pricing
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- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
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- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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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
- Special Orders and Drop Shipped Items
- 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
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- 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
Process a Rental
Complete the following steps to check out a rental:
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Open a rental contract. Review Creating a Contract or Reserving a Rental for instructions to open or create a rental contract.
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Select Tools > Check Out All option from the contract menu and the following dialog will open:
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Click the Yes button to check out all items. Items can be checked out individually by setting the Date Checked Out and Time Checked Out for individual lines and then enabling the Check Out option. The Check Out option is located at the right side of the detail lines with the other status options.
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Set the check out Date and Time click the OK button. The Date and Time will default to the current date and time.
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Some equipment will require the user to enter Hour Meter readings or Micrometer readings during checkout. The following dialog will appear if there is a value in the Max Hours and Max Micrometer column within the pricing tab of the rental item:
Review Pricing > Micrometer and Hour Meter Maximums for more on an hour meter or micrometer on a piece of equipment. -
The checkout process enables the Check Out column. The Date and Time Checked Out and Duration entries cannot be changed after the Check Out option is enabled. To change these entries or undo the checkout process, disable the Check Out option. Select Tools > Change Due Back Time from the rental contract menu to change the Due Back settings.
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Select File > Down Payment from the contract menu to process any payments applied to the rental contract. Any payment applied to a contract will be accounted within the EBMS software as a down payment.
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Select the File > Save and Print option to print the rental contract. Use the F3 key as a shortcut. Use the File > Print option to open the print dialog to set the default printer. Review the following Configuring Rental Contract section to configure the rental contract format.
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The rental contract is not an invoice. Continue with the Returning a Rental Item for details on returning rentals and processing the invoice.
Review Rental Contacts > Scanning Serialized Rental Equipment for instructions to associate barcodes to rental equipment.
Configure Rental Contract
Complete the following steps to assign the Default Contact Report:
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Go to Rental > Options from the main EBMS menu.
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Click on the Reports tab as shown below:
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Select a Default Contract Report from the form options within the Rental folder. Click Browse to select the desired report. Review [Main] Reports > Report and Form Customization to review custom rental form options.