Customer File Maintenance, Rental Software

Maintaining Customers, Shipping Addresses & Requester Records

Besides maintaining your customers billing information, you may set most of the default values that will be brought in to quotes, reservations and contracts in the Customer Record.

When adding a new customer record, most of the default values for the fields come from the global Company Preferences. In turn, when you create quotes, reservations and contracts, these values are read from the customer record. This "flow" from the company "Preferences" to the Customer Record, to quotes reservations and contracts makes the users job easier and reduces errors.

In Customer File Maintenance you may set the default Billing Type, Pricing Level, rental & sales discount percentages, choose whether you will take deposits, damage waiver, whether the customer is taxable, etc. You will also set the customers credit limit, terms, payment discount percentage, and payment discount days.

Set Pricing Levels
Default Billing Type & Frequency
Rental & Sales Discount Percentages
Deposits
Damage Waiver Or Insurance
Terms, Credit Limit, Payment Discount%, Payment Discount Days
Web Preferences for setting powerful Client Asset Management over the Internet
Inquiries on Payments, Receivables & Invoices
Email & Website Address
Mail Merge Capabilities
Set Statement Type, Balance Forward or Open
Taxable or Non-Taxable, tract Sales Tax Certificates
Set Salesperson, Sales Territory, Industry, etc
Credit Applications

Maintaining Shipping Addresses
You may maintain commonly used Shipping Addresses and set on as a default Shipping Address if you like. Then, when you create your quotes, reservations and contracts, you may pick the shipping address from a drop down menu.

Maintaining Requesters
You may also maintain your "Requester" records and, If you like, you may set one as a default requester. These are the people who place the orders. Typically these would be a purchasing agent or one of your main contacts that routinely place orders. Then, when you create your quotes, reservations and contracts, you may pick the "Requester" name and address information from a drop down menu.

Online Asset Management Features
Asset Management features can be granted or denied on a client-by-client basis from within Customer File Maintenance (optional RC-Commerce software required). Once enabled, clients may view their active or returned rental contract including revisions, Open Invoices, Aged Open Receivables Report and Statements. Having the ability to offer these powerful asset management features to your larger clients gives you a huge advantage over your competition. You will also be able to increase customer satisfaction and reduce in-house administrative tasks by giving your clients instant, accurate access to their account information.

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