Automated Rental Management services businesses located throughout North America. We specialize in rental managemet software and Sage MAS 90 ERP software from Sage Software.

(800) 882-6705

Offices in San Antonio, Denver, and Houston
As a rental business, the creation and tracking of rental contracts is of primary importance. When you create a contract, you must have the necessary information readily available. Data such as your customer’s mailing address, shipping address, billing terms are necessary as is the availability and pricing of the items they request. The ARM Contract Entry function automates this entire function, increasing the efficiency of your staff and enabling them to offer better customer service.

ARM Contract Entry contains the features necessary for creating rental/sales contracts, master contracts, repeating contracts, and price quotes. The intuitive screen layout facilitates rapid data entry. Data Entry for each contract is divided into five screens:
Step 1 The Header Screen
 
Header Screen, which includes customer billing information such as the Billing Address, Terms Code, applicable Sales Tax Codes, etc. Use the Header screen in Contract Entry to enter header information for contracts, quotes, master, and repeating orders. Customer information is automatically retrieved from Accounts Receivable with the ability to override as suited to this contract.
 
Other information that can be accessed from the header screen includes:
 
Credit information Split Commissions
Customer Memos Contract Instructions
 
Step 2 The Additional Contract Information Screen
 
Additional Screen includes: Ship Date, Required Date, Begin Date and Time, etc. Use the Additional page to maintain primarily date information about the contract. Delivery and Pickup Codes may also be entered here, and if the ARM Routing module is implemented, you will see the contract’s assigned route and stop.
 
Other information that can be accessed from the additional screen includes:
 
Each date field has a handy pop-up calendar for easy reference
 
Step 3 The Address Screen
 
Address Screen, includes the billing and shipping address for this contract. Use the Address tab to view and edit the customer’s billing address, select a shipping address, or add a new shipping address.
 
Step 4 The Rental Items Screen
 
Lines Screen, includes information describing each rental or sale product or service for which the customer is being billed. Use the Lines page to enter the inventory items and/or miscellaneous charges the client has requested. If the Inventory module is integrated with ARM, applicable item information is retrieved. Comments may also be added to the line section. New items may be added on the fly.
 
Other information that can be accessed from the rental items screen includes:
 
Item rental price lookups
Reservations inquiry
Over booking warnings
 
Step 5 The Total Screen
 
Totals Screen, includes the rental and sale contract totals, freight amount, total sales tax, deposits, etc. From the Totals page, the contract totals are calculated and displayed automatically. You may enter discounts, override commissions, change the calculated freight amount, view and change tax detail, and maintain any deposits received against this contract.
 
Other information that can be accessed from the total screen includes:
 
Contract history Receipt processing
 
Features
  • Convenient lookup and search functions make finding the correct customer, shipping address, and billing code simple
  • Create new customers and items on the fly
  • Customer credit limit checking during data entry
  • Records user id of operator entering contract
  • Copy new contract from another contract or invoice
  • Checks quantity available and warns if overbooked
  • Convenient lookup and search functions make finding your data simple
  • Easily query stock in other warehouse locations
  • Fax contracts directly to your customer
  • Enter multiple deposits and receipts
  • Contract History Inquiry shows cumulative billing totals for contract
  • Separate Delivery/Return instructions for each contract
  • Track contract changes
  • Query item pricing including quantity breaks
  • View and maintain customer specific memos during contract entry
  • Full salesperson commission reporting
  • View the Reservation Inquiry screen at any time
  • Handy calendar makes finding the correct date a snap
  • Reminder to operator about accessory items to include
  • Quickly print contract, picking sheet, and instructions individually or as a group
  • When contract is designated as shipped, inventory is instantly relieved
  • Pricing determined automatically based on established price schedules
  • Designate the entire order as a sales contract, or a rental contract
  • Include sale items on a rental contract
Contract Management

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