Rental - Rental Statuses

Rental Statuses are used to track the progression of a rental deal from quote to being posted to accounting. 

1. From any module in MotilityAnywhere, select the user icon in the upper right of the screen to open the menu.
2. Choose the Settings option from the menu. This will open a screen where, depending on your security permissions, you may view or update company settings.
3. Select the App Settings tab.
4. Click the Rental section from the subtabs to the left side of the screen.
5. Click over the Add/Modify Rental Statuses section to expand.

6. To add a new status, select the Add New Record button to the upper right of the table. This will add a new, blank line to the list. To edit a status, scroll to the right and select the Edit button to unlock the row.
7. Enter a description for the status. This is what will show in the list of statuses on an individual rental deal.
8. To change the color for the status, click over the choose color picker. This will open a color selection window.
9. Select the desired color.
10. Choose the internal status for the status you are creating. The options available are Quote, Reserved, Contract Start, Contract End, Contract Complete, Sent to Acct, and Voided.

• • Quote Is used when initially quoting the rental. This does not impact a unit's availability or show on the rental calendar.
  • Reserved will mark the unit as reserved during the rental time period. This will impact the unit's availability and show on the rental calendar.
  • Contract Start is selected when the unit is picked up.
  • Contract End is selected when the unit is returned.
  • Contract Complete should be selected to show the unit has been processed back into inventory.
  • Sent to Acct is selected automatically when the rental deal has been posted to accounting.
  • Voided will cancel the rental.

12. Optionally, you may choose a position for the status. This sets the order of the statuses in the list. The lower the number, the higher on the list that this status will show. If all statuses are set with the same position, they will show in alphabetical order in the list.