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Rental Transfer (One Line)

Modified on: Tue, Jan 5 2021 6:51 PM

Rental Transfers - One Line

Note: You would use this method to do a Rental Transfer if you are only looking to transfer one line and not all items



STEP 1: Click Logistics

STEP 2: Click Control Center



Note: You can only transfer if the Status of the current contract is "Del" and highlighted in green

STEP 3: Right Click on one of the rows

STEP 4: Click Actions

STEP 5: Click Rental transfer



STEP 6: Enter the new project #

Note: This field will default to the current project so just override it with the new project #

STEP 7: Double check Off Rent date

STEP 8: Double check new On rent Date

STEP 9: Double check the address of the NEW project

STEP 10: Enter the new project #

STEP 11: Choose the Phase code/category

STEP 12: Click Yes

STEP 13: Click Ok

Note: It will take just a moment,but it will open up your new contract



STEP 14: Enter the new project in the Reference field

STEP 15: Enter your employee # as the "Entered By:"

STEP 16: Click Order Tab



STEP 17: Click Project Tab

STEP 18: Double check the job # and new phase code

STEP 19: Double check the information in the Relationship box

STEP 20: Click Shipping Tab



STEP 21: Double check the shipping address

STEP 22: Enter the Contact information

STEP 23: Click Product tab

STEP 24: Double click the line



STEP 25: Verify/Change the Phase/Categroy (as needed)

STEP 26: Enter the category

STEP 27: Choose the New Required Off Rent date

STEP 28: Double check your rates

STEP 29: Click Item Text Tab



STEP 30: Enter any Addiitional Text

STEP 31: Choose what will be printed

STEP 32: Click Close



Note: If you need to add items to this contract that were not part of the initial transfer, you can click the New Button or the Add button

STEP 33: Click Complete the Rental Transfer Process button

STEP 34: Click Yes

STEP 35: Choose your print option to alert the new project

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