Transaction Calendar

Transaction Calendar

The Transaction calendar is used to see the activities of your rental operations in the current month or for other months using the < (previous months) and > (future months) screen. It will show the Tentative & confirmed quotes, Rentals, Services, and Returns. Based on each options selections the calendar entry will appear on dashboard. This will help users to start day to day activities.

User can tick-on or tick-off the option to see the entries such as Quotes, Rentals etc. If user hovers over each entry, a bubble pop-up shows a short note about the transaction. User can open the transaction by simply clicking on the customer name or rental number or right click on the entries.

Entries are shown on the calendar based on the Delivery Dates and Return Dates on Quotes and Rentals.

Quotes - Lines with different Delivery dates, Tentative and Confirmed entries will be repeated on respective Delivery dates.

Rentals - Lines with different Delivery dates and/or Return Dates, entries will be repeated on respective Delivery dates and Return dates.


Location

If user using multi-location to maintain the stock and created the transactions based on locations then the dashboard will appear based on the location selection as well.

Posted Invoice entries

The posted invoices will have a tick mark symbol, it will easy to identify whether the invoice is posted or not.

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