Adding transport to a rental quote

Adding transport to a rental quote

1. When a rental quote is created the add quote details screen will automatically pop-up

2. When on an existing rental quote, navigate to the Options menu and click add quote details

3. Select the line type transport

4. Select the transport type of either delivery or pick-up

The line type transport refers to the ability to add a delivery or pick-up charge to a rental quote. The user will have the ability to add a quantity, a transport charge and notes. If the transport is linked to an equipment, the user can search for the equipment in the Linked To and this will group the equipment and transport together in the rental quote details.

Fields

• Line Type

• Transport Type

• Quantity

• Transport Charge

• Notes

• Linked To

Video Example