Subhire Purchase Orders

Subhire Purchase Orders

Once the Subhire is created, you may wish to then create a Purchase Order for the Subhire. To create the Purchase Order, select the

button on the subhire. This will create the Order Preview Window.

When the order preview window appears, you have some choices to make. In most cases, you will press the OK and RentalDesk will create the purchase order. However, RentalDesk also comes with tools to allow you to customize the order when it is created.

The upper left of the Order Preview recaps the ordering status of your equipment list. The top figure is the amount calculated for that subhire list. Below that is the amount that has been ordered to date. The "Max Total" is how much of the subhire is remaining to be ordered. The "Balance after order raised" is what will remains to be invoiced after this order is raised.

Use Default Charges

You will need to decide how you wish this order to be created. By selecting "Use default charges", the order will simply copy the equipment from the equipment list directly to the purchase order. This is the most common method of ordering.

Enable Part payments

There may be time when you decide to order from your vendor only a percentage of the rental/purchase (ex. 50% now, 25% later, and 25% on completion). By selecting the second option, you may enter a percentage, and RentalDesk will create the order for that percentage of the subhire. Each line of the invoice will be subject to the percentage you chose. You can view how much of a line has been invoiced in the pay column.

Adjust Line Values

You may also decide to modify the prices after the order is created. RentalDesk will record how much of each line has been ordered, and will allow you to order the remaining amount at a later date. However, if this choice is used, you will not be able to order a percentage at a later date.

Skip all lines @ 0.00

By checking this box all equipment that has a purchase price of zero will be skipped and not transferred to the order when the order is created.

The Order Preview Grid displays all the information about what will be displayed on the lines of the purchase order. The Quantity, Description and Price come directly from the equipment list. The Ordered column is the amount that has already been ordered. The Pay column is the amount that will be entered into the order and stored as the amount that has been charged. A number can be overwritten if "Enable Line Prices Adjustment" has been chosen in the header. You may also select from the drop down window in the Order As a method for ordering. This choice is for information purposes only as does not affect any past, present or future ordering. It allows the vendor a better understanding for what they are being charged.

By choosing the check box in the Skip column, the selected line will be skipped and will not be added to your order. Skipped lines will appear in grey to be easily visible. These lines can be ordered on a separate ordered at a later date.

Once you have checked everything over and are ready to Commit to new Order press the

button.