About GateWay and SRM

Provides a conceptual overview of the relationship between GateWay and SRM.

Type

Conceptual

Audience

GateWay Administrator, SRM Administrator

Products

GateWay, SRM

Body

Your GateWay application is closely related to the SRM (Systematic Rental Management) application your company uses for business management. Both applications share specific pieces of information freely between them. This information sharing enables a complete flow of information from the time that a product is rented on your site, to the time you receive payment and deposit the amount, and everything in between.

Information from SRM

SRM supplies GateWay with the following information:

Invoices for each specific customer
PDF versions of your rental contracts and invoices
Rental contract information
Product rates and prices
Job site information
Company contacts (these become your individual users in certain cases)
Divisions
Locations
Checkout total calculations

Information to SRM

GateWay supplies SRM with the following information:

Rental equipment pickup requests
Payment information
Purchase order numbers
Rental contract due dates
Reservation requests

Note: If the customer has access to your ecommerce website, requests must be manually converted to contracts in SRM then flow back into GateWay

Product orders

Daily Use of SRM

As a GateWay administrator, you do not generally need to use SRM on a regular basis, unless you are also the SRM administrator. Typically you use SRM when initially setting up your company and users in GateWay, and from then onward, whenever you add more companies or users, or connect a user to more than one company.

Connecting GateWay and SRM

The connection between GateWay and your SRM application is set up by the Texada Client Services team at the time of your implementation. If you have any questions about this process, please contact support@texadasoftware.com.