Contracts
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      1. Texada Knowledge Base
      2. Rental: Texada Web
      3. Contracts

      The Contract List Page

      An overview of the Contract List page in Texada Web.

      Quick Reference

      • A Contract is a binding document between a renter and their customer containing the details of the rental or sale.
      • To browse existing Contracts in Texada Web, navigate to the Contract List page at Contracts → List.
      • By default, Contracts for the past 30 days will be displayed. Use the date selector and search bar at the top of the page to filter the list of the Contracts.
      • Click on a Contract to view its details.
      • Right-click a Contract to access additional options:
        • Open in New Tab: Opens the Contract’s details in a new browser tab.
        • Create Delivery Ticket: Create a Delivery Ticket for the Assets on the Contract.
        • Create Pickup Ticket: Create a Pickup Ticket for the Assets on the Contract.
        • View Customer: Opens the Customer’s details in a new browser tab.
        • Copy: Copies the contents of the highlighted cell to the clipboard.

      Introduction

      A Contract is a binding document between a renter and their customer containing the details of the rental or sale.

      Existing Contracts can be viewed in Texada Web via the Contract List page. To reach this page, navigate to Contracts → List in the left side bar.

      The Contract List Page

      1. Date Selector
        Use this selector to filter Contracts by the dates entered. Click on the start and end dates to edit each date individually, or use the drop-down list to select from predetermined ranges of dates:
        • Today: From the current date to the current date.
        • Yesterday: From the previous date to the previous date.
        • Last 7 Days: From 7 days ago to the current date.
        • Last 30 Days: From 30 days ago to the current date.
        • This Month: From the first day of the current month to the last day of the current month.
        • Last Month: From the first day of the previous month to the last day of the previous month.
      2. Open / Closed / Both Toggle
        Use these buttons to display open Contracts only, closed Contracts only, or both open and closed Contracts, respectively.
      3. View Draft Contracts
        Click to navigate to the Contract Draft List page.
      4. Search Bar
        Begin typing here to filter the list of Contracts by the text entered. This will search by Contract #, Customer #, and Customer Name.
      5. Filter Button
        Click to activate advanced filter capabilities, allowing you to filter the Contracts table by multiple criteria at the same time. When the advanced filter is active, a search bar or drop-down list will appear above every filterable column, and you will be able to enter or select search terms for as many columns as desired.
      6. Missed Rental Button
        Click to create a new missed rental. See “Missed Rentals” for more information.
      7. View Manager
        Use this to manage custom views for this table. See “The View Manager” for more information.
      8. Export Button
        Use this to export the table’s contents for use in other programs. See “Exporting the Contents of a Table” for more information.
      9. Contracts Table
        All Contracts that meet the current search criteria are displayed in the Contracts table. The appearance of this table can be modified in a number of ways; see “Working with Tables” for more information. 
      10. Contract
        Each Contract is displayed in its own row in the table. Click on a Contract to open its details page; see “View and Edit a Contract in Texada Web” for more information. Right-click a Contract to access additional options:
        • Open in New Tab: Opens the Contract’s details in a new browser tab. This can also be done by shift+clicking the Contract.
        • Create Delivery Ticket: Create a Delivery Ticket for the Assets on the Contract. See “Create a Ticket in Texada Web” for more information.
        • Create Pickup Ticket: Create a Pickup Ticket for the Assets on the Contract. See “Create a Ticket in Texada Web” for more information.
        • View Customer: Opens the Customer’s details in a new browser tab. See “View and Edit a Customer in Texada Web” for more information.
        • Copy: Copies the contents of the highlighted cell to the clipboard. The cell will flash red to indicate that the copy was successful.

      Contracts Table - Columns

      The Contracts table comprises the following columns:

      • Contract #: The unique ID of the Contract.
      • Created: The date on which the Contract was created.
      • Clerk: The SRM Operator Code of the Operator who created the Contract.
      • Salesperson: The salesperson responsible for securing the Contact.
      • Products: Lists the Product numbers, names, and quantities of the Products and Services included in the Contract. Hover your mouse over the “i” symbol to see the complete list.
      • Customer #: The ID of the Customer for which the Contract was created.
      • Customer Name: The name of the Customer for which the Contract was created.
      • Customer Address: The address (street, city, state/province, and postal code) of the Customer for which the Contract was created.
      • Customer Phone: The phone number of the Customer for which the Contract was created.
      • Driver’s License: The Customer’s driver’s license number, if one is on file. Equal to the “Driver Lic” value in SRM.
      • Consumer or Trade: Custom field.
      • eSignature: Click the pen icon in a Contract’s row to begin the process of digitally signing that Contract. See “Electronically Sign a Contract in Texada Web” for more information.
      • Contract Period Type: Custom field.
      • Date Out: The start date of the Contract’s rental period.
      • Time Out: The start time of the Contract’s rental period.
      • Date Due: The end date of the Contract’s rental period.
      • Time Due: The end time of the Contract’s rental period. 
      • Initial Closed Date: The date on which the Contract was closed, i.e. the date on which the last Rental item was returned.
      • Closed: A true/false value indicating whether or not the Contract has been closed.
      • Contract Total: The total cost of the Contract.
      • Rental Discount %: The rental discount applied to the Contract, expressed as a percentage. 
      • Sale Discount %: The sales discount applied to the Contract, expressed as a percentage. 
      • Total Discount Amount: The amount of money, in dollars, that the Customer is saving due to any Rental or Sales Discounts applied to the Contract. For example, if a Contract cost $400 in Rental Products and $200 in Sales Products, and a Rental Discount of 15% and Sales Discount of 20% had been applied, the Total Discount Amount would equal ($400*0.15)+($200*0.2) = $100.
      • Rentals Amount: The total value, in dollars, of all the rentals included in the Contract.
      • Sales Amount: The total value, in dollars, of all the Sales Products included in the Contract.
      • Services Amount: The total value, in dollars, of all the Services included in the Contract.
      • Damage Waiver: The value, in dollars, of the damage waiver applied to the Contract, if any.
      • PO Number: The PO number associated with the Contract, if any.
      • Deposit Request: The minimum deposit amount required for a Cash Customer to rent, in dollars. This amount is determined by the “Incl. Estimated Rental for Cash Customers” and “Incl. Security Deposit for Cash Customers” parameters in Texada SRM. These parameters are located at System Maintenance → Configure System Settings → System → Company Parameters → Contract Parameters → Deposits. For more information, see “Company Contract Parameters” (SRM help file).
      • Deposit Received: The amount, in dollars, that has already been received from the Customer as a deposit on the Contract.
      • Deposit Used: The amount of the deposit that has already been consumed on Invoices related to this Contract, in dollars. For example, if the Customer had deposited $1,000 on the Contract, then returned some of the Assets on the Contract to a total cost of $700, the counter clerk could use $700 from the deposit against the returned equipment, leaving $300. In this case, the Deposit Used value would be $700.
      • Division: The Contract’s Division.
      • Location: The Contract’s Location.
      • Site Name: The name of the Site to which the items on the Contract should be shipped.
      • Ship #: The Site # of the Site to which the items on the Contract should be shipped, if the shipping Site is different from the billing Site.
      • Ship Phone: The phone number of the Site to which the items on the Contract should be shipped.
      • Ship To: The address of the Site to which the items on the Contract should be shipped.
      • Pickup Tickets: Lists the Ticket numbers of any Pickup Tickets associated with the Contract, separated by commas. Note that only the second portion of the Ticket number is listed, as the first portion is equal to the Contract number. For example, Pickup Ticket #103 for Contract #505 will have a complete Ticket number of #505-103; only “103” will be shown in the Pickup Tickets column.
      • Delivery Tickets: Lists the Ticket numbers of any Delivery Tickets associated with the Contract, separated by commas. Note that only the second portion of the Ticket number is listed, as the first portion is equal to the Contract number. For example, Delivery Ticket #255 for Contract #0014 will have a complete Ticket number of #0014-255; only “255” will be shown in the Delivery Tickets column.
      • ID: Equal to the “I.D” field in Texada SRM. A free text field where Users can enter additional ID information for the Customer, such as a Health Card or other number.
      • Reference: Equal to the “Ref” field in Texada SRM. A free text field where Users can enter information about the Contract, such as the document numbers of related documents.
      • # of comments: The total number of comments, both internal and customer-facing, that have been left on the Contract.
      • Comments: Lists the comments that have been left on the Contract, and whether each comment is Customer-facing or internal only. Hover your mouse over the “i” symbol to see the complete list.