Operation > Rental Activity > Price Quote

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Price Quote

Click the RAM Quick Launch icon to access the Price Quote wizard.

 

The Price Quote option allows you to price items relative to the way the customer wants to rent.  For example, you may have different pricing if the items are rented for 6 months than you do if items are rented for 12 months.  For this reason, you may need to print a price quote for a customer, before the customer agrees to rent.

 

To make a new price quote

Click here to start the Price Quote Wizard.

 

Choose Make New Quote and follow the steps the wizard prompts.

 

As you make choices and click NEXT the left panel is updated with the information about this agreement.  This allows the user to see the progress of the price quote as each item is added.

 

PRICE QUOTE EXAMPLE

This is an example of a generic price quote with a custom logo.

 

This logo is displayed/printed in the upper left hand corner of the Price Quote, if it exists in the Contract folder.  (\Program Files\RIS\The RAM System\Contract)  The area available is 150 pixels X 150 pixels, however, any square graphical image can be automatically resized to 150 x 150.
 
If your graphical image is not square, this image will be distorted on the Price Quote.

 

To rent after making the quote

The Price Quote option also allows you to rent based on a previously created price quote.  So when the customer comes back to the store with the price quote, you can rent using this option instead of having to remember the terms and price rates chosen at that time.

 

1.  Choose Rent Existing Quote and you are given a list of price quotes which have been given to customers.

 

2. Choose a price quote from the list of quotes.   Click NEXT.

Once you have chosen the price quote you want to rent, the system has all the previously saved information and leaves the Price Quote option and automatically starts the Rent Inventory wizard.  You cannot click BACK from this point to choose a different price quote.  You must start over if this information is incorrect.

 

3.  Choose a customer from the Customer File to match up to this price quote.  Click NEXT.

 

4.  The agreement information is displayed from a combination of the price quote information and the address information saved in the Customer file.  Verify this information is correct.  Click NEXT.

 

5.  The agreement is rented.  The system checklist is displayed.

 

6.  Any additional options required by your store are prompted to finish the Rent Inventory Wizard. Click here for additional information.

CLUB MEMBERSHIP

You are prompted to add this customer as a club member, if applicable.

 

VEHICLE INFORMATION

If you are Renting Wheels/Tires at this location, you are prompted to input the customer's vehicle information at this time.

 

7. The printing and first payment options are displayed.    Choose an option or click FINISH.

PRINT DELIVERY TICKET

You can choose to print a delivery ticket for this agreement.

 

PRINT THIS AGREEMENT

You can choose to print the agreement for the customer to sign.

 

PROCEED TO PAYMENT

You can choose to process the first payment for this agreement.

 

 


Make Cash Price Permanent on Rent Override

The Make Cash Price Permanent on Rent Override option when checked, sets the cash price in the Inventory file to the discounted cash price assigned during the Price Quote.  If this box is not checked, when the item is rented, the price must

 

Some frequently asked questions: (click each question for answer)

 

Why is this option disabled?

Remember, the system must be open in order use an option which changes or updates information.
Click Open the Day before using this option.

 

Why does the system show different minimum rental rates?

You may have different discount percentages set up for different employee levels.  Check Employee Levels to see if a users level is allowing them to discount the rental rates or not.

 

Why can't I change the cash price when I am creating a price quote?

The cash sale column is listed for information purposes and with the security module turned on, you are able to modify the cash price if your user has an Employee Level which allows the cash price to be discounted.  If security is turned off, this field is not available to be changed during the Price Quote option.

 

To change the cash price manually, go to File > Inventory Files > Inventory

Choose this item and change the Cash Price field.

Click SAVE.

 

 

 

 

 

 

 

 

 

 

 

 

 


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