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Setting Up Customer and Address Additional Information

Additional windows have been added to the Customer Maintenance window and the Customer Address Maintenance window to assist with the equipment rental process.

  • Customer Insurance Details: Use the Customer Insurance Details window to record customer insurance details for use in the equipment rental process.
  • Customer Rental Information: Use the Customer Rental Information window to record credit limits, branch, price level, invoice grouping, invoicing frequency, and a master lease agreement (MLA) for a specific customer for use in the equipment rental process.
  • Additional Address Information: Use the Rental Additional Information window to record rental price levels and branches at the customer address level. The rental price level entered in this window will default into the Rental Agreement Entry window. The branch entered in this window is used for filtering within the Customer Center window.


See also:

Customer Insurance Details
Customer Rental Information
Additional Address Information

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