Add Rental Equipment to Work Order

Modified on Mon, 9 Sep at 11:01 AM

1. Open Invoicing from General page.

Screenshot of: Open Invoicing from General page.

2. Select existing Work Order.

Screenshot of: Select existing Work Order.

3. Make sure Department and Type of Sale in work order header are relevant to Rental.

Screenshot of: Make sure Department and Type of Sale in work order header are relevant to Rental.

4. Click "Rental" tab towards bottom of work order.

Screenshot of: Click "Rental" tab towards bottom of work order.

5. Enter Serial # of rental equipment OR click blue magnifying glass at the bottom to open a Rental Availability window and narrow criteria for rental inventory.

Screenshot of: Enter Serial # of rental equipment OR click blue magnifying glass at the bottom to open a Rental Availability window and narrow criteria for rental inventory.

6. Once equipment is located, double click to populate information in Rental tab.

Screenshot of: Once equipment is located, double click to populate information in Rental tab.

7. Click "Add Rental Entry" to save rental equipment to work order.

Screenshot of: Click "Add Rental Entry" to save rental equipment to work order.