- EBMS Knowledge Base
- Rental
- Setting Up for Rentals
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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, Accessories, and Bill of Materials
- Component Formula Tool
- Made to Order Kitting (MTO)
- Configure to Order Kitting (CTO)
- 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
Rental Settings for a Customer
The customer record will contain some terms that apply only to rentals. These rental settings may apply to all customers or a smaller group of customers. Open the default settings to change the rental settings for all customers by completing the following steps:
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Select Sales > Options from the main EBMS menu and click on the Customer Categories tab.
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Highlight the top-level root folder (usually called Customers) to change defaults for all customers or highlight an individual folder to change defaults for a subset of customers. With the proper level highlighted, click the Edit Defaults button to open the defaults record.
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Click on the defaults Rentals tab as shown below:
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Enter an optional Damage Waiver Item to apply damage waiver to rentals. Review the Damage Waiver for Rentals section for more details on the damage waiver process.
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Enable the Periodic Billing if the customer should be invoiced during the rental for extended length rentals. Review the Periodic Billing for Rentals section for more details.
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Enable the Pre-Billing option if this customer must pay for the rental when it is checked out rather than when the rental item is returned. Review the Billing a Rental section for more details on pre-billing options.
Right-click each option and filter down each setting to globally change the selected option for all customers or a group of customers. Review Setting Customer Defaults of the sales manual for more details on the filter down options.