Rental Process Workflow: Difference between revisions

Latest revision as of 07:33, 10 January 2022

Updated 11-01-21

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.

@@ Line 9: / Line 9: @@
 * [[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.
-== 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 the following main folders:
-* 0 – Labels   - Contains various label designs for the Zebra Label Printer
-* 0 - Manuals for Equipment - Manuals & User Guides for our Gear
-* 0-Equipment Assets - Various info on gear (screw sizes chart, Vehicle Info Sheet, etc..)
-* ASSETS - Logos, Music we purchased, etc...
-* Equipment Images - Images of gear we use in CurrentRMS
-* Forms - Employment Forms needed when a new employee comes in
-* W-9 - JML W-9 forms we can send to vendors when they request them.
-There is also an administrative Drive on the server than only management should access.
-This drive is used to store confidential information like contracts, contact information, etc…