Rental Process Workflow: Difference between revisions

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[[Category: Rental Operations]]
[[Category: Rental Operations]]
== Overall Workflow ==
== Overall Workflow==
[[File:Rental Overview Ops.png|frame|center]]
Updated 11-01-21
 
[[File:Rental Overview Ops v2.jpg|frame|center]]


The 3 main phases of the rental process are:
The 3 main phases of the rental process are:
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* [[Order Processing | Order Processing]] – Client goes ahead and we collect client paperwork, issue invoice
* [[Order Processing | Order Processing]] – Client goes ahead and we collect client paperwork, issue invoice
* [[Order Fulfillment | Fullfilment]] – Client gets and uses the equipment and returns it.
* [[Order Fulfillment | Fullfilment]] – Client gets and uses the equipment and returns it.
== Document Organization ==
JML Rental embraces the use of electronic documents whenever possible. Client Agreements, contracts, etc… are stored on our server.
All documents are maintained on the JML Server (JMLSvr).  The shop computer maps the J: drive to the server for ease of access.
The Server contains two main folders:
* 0 – Rental
* 1 – Production
There is also an administrative Driver on the server than only management should access.
This drive is used to store confidential information like contracts, contact information, etc…

Latest revision as of 07:33, 10 January 2022

Overall Workflow

Updated 11-01-21

Rental Overview Ops v2.jpg

The 3 main phases of the rental process are:

  • Inquiry & Quotes – discuss with client what they need and how much it will cost
  • Order Processing – Client goes ahead and we collect client paperwork, issue invoice
  • Fullfilment – Client gets and uses the equipment and returns it.
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