Create a Reservation in Rental Management (Next)

In This Article

• Introduction
• Create a Reservation

Introduction

A Reservation is a pre-Contract document that allows an equipment salesperson to estimate the cost of a potential Contract and reserve equipment at the Group level. Once the client has provided their approval, a Reservation can be converted into a Contract.

Reservations can be created in both Rental Management (Classic) and Rental Management (Next). The following article will detail the process of creating a Reservation in Rental Management (Next).

Create a Reservation

To create a new Reservation in Rental Management (Next), follow the steps below.

1. Initialization
   Log in to Rental Management (Next) and select Bookings → Create Reservation in the left navigation menu.
   
2. Enter Reservation Information
   On the Create Reservation screen, fill out all the information for your Reservation, including at minimum:
   1. A Division and Location.
   2. The Salesperson responsible for securing the Reservation.
   3. A Rental Period.
   4. A Customer and Customer Site.
   5. At least one Product (Rental or Sale).
3. Create Reservation
   Once you have entered all relevant information for the Reservation, click the “Create Reservation” button to save it.

Once you have created a Reservation, it can be viewed via the Reservation List page.

For a detailed breakdown of the contents of the Create Reservation page, see “The Contract / Reservation Details Page". 

For information on converting a Reservation to a Contract, see “Convert a Reservation to a Contract in Rental Management (Next)”.