HIRE AND SALES CONTRACT MANAGEMENT
This module deals with the preparation and maintenance of hire/sales contracts.
The hire contract is the centre of operations and as such records all the details on the customer (including deposit and ID information for cash customers), transport charges, site address together with all the hire and sales items required. Information held on file for each customer including site addresses and charging basis can be utilized by this module. A full query & search facility enables easy location of both customer and item details.
Each piece of hired equipment can be linked with multiple safety and accessory items which are automatically offered on screen as a pick list and, if accepted, added to the contract at the press of a key. Sales items can be added either individually or rapidly in bulk. Resharpening items are treated independently and the system ensures that those that have not been returned are charged for at the completion of the contract. Percentage surcharges can be added automatically for such things as credit card transactions or services provided.
Once an item is off-hired it can be automatically tagged to prevent further hires until satisfactory safety test results are recorded.
Other options available under this module include: production of off-hire notes, exchanging of items, multiple off-hire notes, transferring of hired items to sale, damage/outstanding item letters and instant invoicing.
Various user configuration options are available. For example, sales items can be set to have prices displayed as VAT inclusive or exclusive. A choice can be offered, which menu options are offered as the default - on a user by user basis; the ability to see the margin on a transaction can also be made available to users as required. Deposits paid with a credit card can be set to be automatically banked, to simplify integration with electronic transactions.
For cash customers advance payments can be taken and refunds / additional payments displayed automatically at any time during the life of the contract.
A preview facility is provided to calculate the costs incurred by a customer on an ongoing contract up to any date.
