Adding Equipment to a Rental Contract

Objective: Adding Equipment to a Rental Contract

Once you click Save and Close on the contract header, you'll be brought to a new screen which will allow you to select equipment to put on the rental contract.

TABLE OF CONTENTS

• Step-by-step Instructions
• Next Steps

Step-by-step Instructions

If this is a new contract, the select equipment window will appear automatically. If this is an existing contract, click edit on the rental list next to the contract you'd like to add equipment to.

1. From the Rental Contract Overview screen, click Select Equipment.
2. Select the equipment required. Adding equipment is done one-by-one.
3. Click Add Equipment to confirm the selection.
4. The selected machine will be added to the equipment list on the rental contract.

Once the machine has been added, you can edit the start date and rental rates. 

To edit the start date:

1. Click the Unit Number, highlighted in blue
2. Edit the start date/time
3. Optionally, you can also edit the start meter hours of the machine.

To edit rental rates:

1. Click the Action button next to the machine you'd like to adjust
   
2. Click Edit Rates
3. Check Override Default Rates
4. Update the appropriate rate and click Save

Next Steps

Create and update delivery receipts.

Returning equipment and closing a rental contract.