Billing Rental Charges

Rental Order Entry

Search Bar:     OEET

Menu:              Sales > Entry > Order

Bookmark:      OEET – Order Entry

1. Enter customer.
2. Verify correct warehouse.
   1. Update to correct Shipping Warehouse, if necessary
3. Order Type: Stock Order
4. Enter the ship to (if applicable).
5. Customer PO: Customer PO – Rental
6. Enter appropriate Ship Via and Disposition
7. Click <Next>

8. A popup box appears.
   • Enter your login, Press <Tab>
   • Enter your password, Press <Tab>
   • Leave the Customer Defaults and click <Submit>
9.  <Line Entry> <Advanced>
10. Line item: Enter <MISCITEMS>
    • Enter 1 EACH at $0.01 in line items. Billing Amount will be entered in the Addons section.
    • Click <COMMENTS> to add the Details of the item(s) being rented

This item has a note attached, you will have to close out that Pop-up note after you have reviewed the detailed note.

11. Enter a detailed comment to describe what is being rented.

Check:

• <Print On Invoice>
• <Print On Acknowledgement>
• <Print On Delivery>

12. Click <Save>
13. Click <Arrow> in Upper LH corner of the screen once completed.

14. Click <ADD>

15. Click <Taxes & Totals>
16. Click <ADDONS>

• Click <+> next to the 3^rd Addon listing
• Description, Select <Rental Fee>
• Amount: Enter the total amount quoted for the Rental(s)

17. Click <OK>

18. Click <Arrow> in Upper LH corner

19. Click <FINISH> if this is a charge on account.

20. If a Cash/COD account, click <Collect Payment>

21. Select appropriate <Payment type>

• If the account has saved Credit Card(s) one will appear on this screen.
  1. Inquire if this card should be used or not.

22. If a different Credit Card is going to be used, Select the card type and click <ONE TIME SALE>

23. If a Check, Enter the Check # in the Addon/Check # 

24. Open Journal screen will appear if the first sales payment accepted at this workstation. Click <OK>

•  

25. Scan the credit card and enter the information that does not fill in automatically, click <Submit>

26. Once payment has been Entered and Collected, Click <FINISH>

27. Click, <PRINT>

28. Select appropriate Print Options and Printer.
29. Click <SUBMIT>

30. Process the order as normal on the same day.