- 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
- 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
Servicing a Rental Item
Some Rental equipment may be serviced by the service technicians before another rental. This step may also be required if a scheduled evaluation is required for the rental item. The following tools can be used for various service processes.
Fixed time period between rentals
A rental code contains an option to set the average service time after a rental. This option will add this time to the rental return date and time before the equipment is available for re-rental. This setting may vary based on the equipment.
Complete the following steps to set this fixed Service Time.
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From Inventory > Product Catalog, double-click on a rental service code to open the inventory record.
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Click on the Rental tab and select an option for Service Time.
Using the EBMS Work Order System to schedule service
Review Tasks & Work Orders Overview for information on scheduling, recording parts and labor, and associating the work order to the serialized rental item.
Note that the status of a rental item does not change based on the status of the work order. A user must adjust the rental status when the work order is completed.