Rentals Details 2 (Details Tab)

The Vehicle Rentals module functionality is vastly increased when supported by CRM defaults held against the company, driver and vehicle records. This additional functionality is provided by attaching an extra file to each of the basic CRM company, customer and vehicle records.

What do you want to do?

• Set up Company Insurance details.
• Allocate Company specific rates and charges table.
• Set up Company Invoicing parameters.
• Set up Company O Licence details.
• Set up External Hire Supplier details.
• Create/Access Company Notes.
• Restrict Brokerage Supplier selection

See also:

• Set up of CRM Vehicle default record.
• Enabling user access to CRM Vehicle Rental forms in User Access Control.

Tip: Enable codc1 for the Vehicle details form (although depending upon what system is being used these forms may not necessarily have to be enabled).

To access CRM Vehicle Rental - Rental Details 2 (Details Tab):

1. From the Master Menu, select the Vehicle rentals option and Company required.

   The Vehicle Rentals menu is displayed.

2. Select the Reservations option.

   The Reservations and Availability form is displayed.

3. Select the icon.

   The Open Agreement form is displayed.

4. Locate the required agreement using the appropriate selection criteria and select the Open command button.

   The Rental Agreement form is displayed.

5. Select the icon.

6. Select the Company Options menu.

7. Select the icon

8. Select the Company menu option.

9. Select the Rental Details 2 option.

10. The Details Tab is automatically presented.

Company Rental - Rental Details 2 (Details Tab) form

The company defaults are numerous and allow for powerful functionality and data integrity.

Preferred Supplier List:

Use Listed Suppliers: A checkbox which, if ticked, minimises the number of suppliers listed to this customer when allocating a Supplier to a Vehicle Rental Agreement. This functionality reduces the number of suppliers listed so that the user has a shortened list to choose from and has less chance of selecting and incorrect supplier. If ticked the user is only allowed to select from the suppliers which have allocated to them the supplier table names defined in the five slots below; if unticked then the user is allowed to select from all suppliers.

Supplier Table Name (1 - 5): Allows entry of up to five Supplier Rates Tables to which this customer is to be restricted when allocating a supplier to their agreements.