Documentation
How-to articles
- How to search and create accounts
- How to create a CRM activity
- How to create a rental quote from the CRM
- Searching & Quick Filters in CRM
- How to search for a rental quote
- How to create a rental quote
- How to edit header information on a rental quote
- How to add details to a rental quote
- How to view the detail lines on a rental quote
- How to edit or delete the detail lines of a rental quote
- How to link rental quote detail lines
- How to upload a document to a rental quote
- How to duplicate a Rental Quote
- How to convert a rental quote to a rental contract
- How to update the start date & excepted off rent date on a rental quote
- How to set the damage wavier percentage on a rental quote
- How to set the environmental levy percentage on a rental quote
- How to create or edit a new customer site address from a rental quote
- How to edit the delivery contact on a rental quote
- How to set the standard expiry date on a rental quote
- How to set a customer pop-up note when creating a rental quote
- Adding equipment to a rental quote
- Adding stock to a rental quote
- Adding transport to a rental quote
- Adding admin charges to a rental quote
- Adding fuel charges to a rental quote
- Adding damage charges to a rental quote
- Adding labour services to a rental quote
- Adding sanitation services to a rental quote
- Searching & Quick Filters in Rental Quotes
- Using the Rental Daily Dashboard Screen
- How to change the delivery contact for a customer
- How to set the damage wavier for a customer
- How to add insurance to a customer
- How to assign a rental rate to a customer
- How to create a customer contact
- How to create a customer site
- How to create a customer
- How to search for customer contacts
- How to search for customer sites
- How to search for a customer
- How to assign a sales rep to a customer
- How to add a pop-up note to a customer
- How to change the accounts account for a customer
- How to set the environmental levy for a customer
- How to complete a bulk equipment adjustment
- How to create an equipment model
- How to create an equipment make
- How to create an equipment class
- How to create an equipment category
- What are the equipment hierarchy levels
- How to update the meter reading on an equipment
- How to add a document to an equipment
- How to view equipment details
- How to create bulk equipment
- How to create serialized equipment
- How to search for equipment
- How to configure admin charges
- How to create an additional item
- How to search for an additional item
- How to add details to an additional item
- How to edit the details of an additional item
- How to export additional items
- How to import additional items
- How to create a rental rate
- How to add details to a rental rate
- How to edit the details on a rental rate
- How to export rental rates
- How to import rental rates
Latner Software Configuration
- How to configure payment terms
- How to configure sales tax
- How to import equipment
- How to export equipment
- How to import equipment models
- How to export equipment models
- How to import equipment makes
- How to import equipment classes
- How to export equipment classes
- How to import equipment categories
- How to export equipment categories
- How to configure labour services
- How to configure sanitation services