To start the new rental, you will click + New Transaction from the workbench or New Rental from the Counter Menu. From the customer search screen, click + New Customer.
*Note: if you have a 2D Driver's License scanner, you can scan their licenses by clicking the Scan Driver's License button and all of their information will populate for you. For recommended scanners, you want to go to Admin-Configuration-Barcode Configuration. Click Here to for pricing on either of the recommended barcode scanners and/or to order one from us.
Once you click + New Customer, you want to enter at least their first name, last name and email address or primary phone number. It is nice to have all of their information but, to get the quote to them quickly, these are the only fields required.
If you click Advanced Mode, you will find more information such as their DL number.
and if they’re tax free or damage waiver exempt options. You can also add an on-going sale or rental percentage discount for the customer.
Once information has been entered, don’t forget to click Save. You will then be sent to the next step of creating the quote.
You can also add this customer direct from your Customer list by clicking on Customers from the Counter menu or from Admin-People-Customers. Click the + New Customer button and you'll see the customer fields to complete.
If you want to be able to make changes to the customer’s information later, you can do so either directly from the contract by clicking the edit icon next to their information or from their customer record within the customer list.
*NOTE: If you make any changes to the customer information from the transaction, this will also update the customer record. If the customer has more than one transaction, this change will only update on the transaction you're making the change for as well as the customer record. For any other transactions the customer may have, you will need to go to each transaction and change the customer by clicking the edit icon. You want to select the same customer which will have the updated information.
*NOTE: If you update the customer record, you will also need to update the contract. Customer list can be found directly on the Counter menu or within the Admin menu under People.
Click Here to reach a support team member to further assist you in creating or updating a new/existing customer.