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Setup: CRM Maintenance

  back to How to... Rental

 

  Contract Classification

menu path : [Rental, Maintenance, Settings]
menu path: [Logistics, Entry, Items]

Create an item 'ContractClassification'

  • Create an item 'ContractClassification' in Logistics
  • Select the serial attribute
  • Create the following serial numbers (each serial represents a different contract classification)
    • T - Transfers
    • IBT - Interbranch transfers
    • L - Lease
    • R - Rent
    • RO - Rent to own
  • Fill the Contract Classification item in the Rental settings and link all serial numbers

This item needs to be filled in the Rental settings as the Contract Classification item.