GUI Cheat Sheet

This is a remake of the form that Doug made

Sale Of Rental Equipment

R-B-E
Choose Printer
Select/Sort = (Y)es
Cat=___

Open Order Report

R-5-C
Choose Printer
Select/Sort = (Y)es
Status = R (for reservations)
odate, otime
If (N)o or after select/sort
Detail = (Y)es

Deposit Report

R-8-1
Choose Printer
Sort to (C)ontract

Time Sheet Report

S-7-2
Choose Printer
Choose Date Range

Lost Rental Report

R-6-3

Daily Totals

S-6-1
Choose date range
Choose store location from/to

Late Equipment Report

R-5-B

In Shop Report

A-7-6

Rental History By Item

R-D-5
This can also be looked up in the availability screen with the F10 option

Inventory Transfer Function

S-9-1
Use Multi EQP/F10 for multiple equipment transfers and Multi MISC/F11 for multiple salable transfers

Note

Make sure that you tab through each field and that the costs and qty fields populate

Inventory Transfer Log

S-9-2

Note

The option to print the log will come up after using the transfer function. Do not use that. Use this procedure to print the log so that the cost information is displayed

Inventory Expense Function

S-9-3

Order Processing

After converting a deposit to payment, You must add a payment/F2 to put in the refund of the difference.

All Transactions must end with a balance of $0.00 which is highlighted in red on the bottom left hand side of the payments tab.

Use the (S)earch Function to find a customers rental history, account for A/R payments, ETC. | Left side by customer # click on search button, then search by company name, first/last name or phone number. Make sure the type of transaction is (D)in the drop box next to order number. Then click on search/f1. Highlight and select or double click on the account. Then click start list/F1. This brings up their rental history for your location. Select a old contract (for a/r payments select the most current), and when it opens you will see the account number, company name .ect on the top.

Inventory Expense Log

S-9-4

Messaging

ALT-M
Select the user that you wish to send a message to, type out the message and click send/F1

Flip Screen

ALT-J
Opens a 2nd window session

Stuck? Use The Search Function

ALT-S
Type in what you are searching for and click begin/F1