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How to create a rental quote

Navigating to create a rental quote

  1. Rental module

  2. Rental quotes screen

  3. Options

    1. Create rental quote

Create rental quote fields

  1. Search for a customer

  2. Select a customer site

  3. Confirm the branch

  4. Confirm delivery contact details

  5. Confirm delivery address

  6. Confirm start date

  7. Enter expected off rent date

  8. Select if the customer would like to collect or have the equipment delivered

  9. Click Save

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