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Knowledge Base Articles
/*Completed transactions during the time period with a value > $0.00 (regardless of when they were originally started). */
define date start = parameter/prompt = “Enter Start date for Fiscal Year”
define date enddt = parameter/prompt = “Enter End Date for Fiscal Year” default start +364
define file crmain = access cr_main, set cr_contract=cs_inv:cs_invoice, generic
define file crtot = access cr_totls, set cr_transaction=crmain:cr_transaction, generic
define number RENTALS = if cs_inv:cs_icreate_date>=start and cs_inv:cs_icreate_date<=enddt and cr_trans_type="C" and
cs_iamount>0 and crtot:cr_rental > 0 then 1 else 0
define number RETAIL = if cs_inv:cs_icreate_date>=start and cs_inv:cs_icreate_date<=enddt and cr_trans_type="C" and
cs_iamount>0 and crtot:cr_rental = 0 then 1 else 0
define number WORKORDERS = if cs_inv:cs_icreate_date>=start and cs_inv:cs_icreate_date<=enddt and cr_trans_type="W" and
cs_iamount>0 then 1 else 0
sum/nobanner/nototals/domain=”cs_inv”/title=”Number of Transactions Completed”
RENTALS
RETAIL
WORKORDERS
by start/heading=”FROM”/mask=”mm/dd/yy” enddt/heading=”TO”/mask=”mm/dd/yy”/newpage
define string loc = parameter/prompt=”Enter location or #A for all”/uppercase default “#A”
define file slpohdr = access sl_pohdr, set sl_po_req_no= sl_posb:sl_po_req_no, generic
where
(slpohdr:al_location = loc or loc =”#A”)
list/nobanner/domain=”sl_posb”/duplicates/title=”Backordered Items Report”
slpohdr:al_location/heading=”Loc”
sl_posb:sl_po_req_no/nocommas/heading=”Req#”
sl_posb:sl_mfg_cat_no/heading=”Mfg cat#”
sl_name:sl_name/heading=”Name”
sl_posb:sl_ship_bkord_code/heading=”Code”
sl_posb:sl_ship_bkord_date/heading=”Date”/mask=”mm/dd/yy”
sl_posb:sl_ship_bkord_qty/heading=”Qty”
end of report
“S = Shipped, B = Backordered” – Informational only, not part of report
The video below will demonstrate how to load reports from the Alert Report Share on this website so that they can be used in Alert. The document below contains printable steps for the video.
Report Writer is a great tool for extracting data from Alert. With Report Writer you can customize reports to help you run your business the way that makes the most sense to you. When you first get started using Report Writer the biggest hurdle will be relating the domains and fields in Report Writer to the data that you want to see in Alert. This guide should help you visually match up the information in Alert with the domain and field in Report Writer.
This document will show Alert data entry screens that are used everyday and show you where each entry can be accessed when writing reports.
This manual is a guide to using the Windows version of Report Writer. It includes step by step instructions for writing a report and walks you through different options that are available.
Just another reason to love the Dashboards!
Just in case you didn’t know, by clicking in the body of nearly all of the Dashboard tabs, you can right click to process a report for all the information on that screen.
Once the report displays on the screen, you can then open the report in Excel and sort/edit the data to your heart’s content.
define string cat=parameter/prompt=”Sales Item Category: “/uppercase
define date begin_dt=parameter/prompt=”Beginning Sales Date: ”
define date end_dt=parameter/prompt=” Ending Sales Date: ”
where (sl_main:sl_category= cat or cat = “#A”) and
cr_main:cr_in_due_date>=begin_dt and
cr_main:cr_in_due_date<=end_dt and cr_contract_closed= "Y" list/title="Sales by Category"/nobanner/domain = "cr_sales" cr_main:cr_contract cs_main:cs_name/heading="CUSTOMER NAME"/duplicate cr_sales:sl_mfg_cat_no sl_name_t:sl_name/heading="ITEM DESCRIPTION"/duplicate sl_main:sl_category/heading="CATEGORY"/duplicate cr_main:cr_in_due_date/heading="SALE-DATE"/mask="MM/DD/YY"/duplicate cr_sales:cr_sl_quantity/width=10/nocommas/heading="QUANTITY" cr_sl_ext_amt_net/heading="ITEM-TOTAL-$$" cr_totls:cr_ticket_total/heading="TOTAL-ORDER-$$"/duplicate sorted by sl_main:sl_category top of page cat/heading="For Category: "/newline begin_dt/heading="FROM "/mask="MM/DD/YY" end_dt/heading=" TO "/mask="MM/DD/YY"/newline=2
Truck Loading / Inventory Forecast report. It sums up all items needed per day, and you can specify Delivery, Will Call, or both combined. No customer or truck info, it’s just items on Reservations for the specified day(s).
*************************************************************************************************
define
std_date start_dt = parameter
prompt “Enter Starting Date”;
std_date end_dt = parameter
prompt “Enter Ending Date”;
string del_will = parameter/uppercase
valid “D”,”W”,”B”
prompt “(D)eliver? (W)ill Call? (B)oth”;
string del_will2 = switch(cr_main:cr_delivery) case “Y” : “D” case “N” :
“W”;
–#string w_loc = parameter/uppercase
–# valid “B”,”C”,”F”,”G”,”K”,”L”,”P”,”W”,”S”,”ALL”
–# prompt “ENTER WAREHOUSE LOCATION (or ALL)”
–# default “ALL”;
where
cr_main:cr_out_date >= start_dt and
cr_main:cr_out_date <= end_dt and
(del_will = del_will2 or del_will ="B") and
cr_main:cr_trans_type = "R" and
cr_main:cr_contract_closed <> “Y” –and
–fa_blkst:fa_warehouse_loc2 <> “” and
— cr_main:cr_delivery <> “Y” and
–(fa_blkst:fa_warehouse_loc2=w_loc or w_loc=”ALL”)
sum/nobanner/duplicates/rundatemask=”mm/dd/yy”/noendofreport/zerosuppress/domain=”cr_fixat”
cr_fixat:cr_quantity/heading=”QTY”/nototal
across
cr_fixat:cr_out_date/total/mask=”mm/dd”
by –fa_blkst:fa_warehouse_loc2/heading=”WAREHOUSE:”/page
–fa_blkst:fa_warehouse_loc2/heading=”W”/width=1
cr_fixat:rc_inv_no/heading=”ITEM”/width=4
fa_main:fa_name/heading=”DESCRIPTION”/width=50
cr_main:cr_delivery/heading=”DEL Y/N”
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If you are new to Alert, or just new to the Document Center, this document will make sending out Statements a breeze.
May 16, 2022
If you have any customers with special payment requirements, specific equipment requests, or perhaps your Customer sends in employees to pick up rental items, but wants to verbally approve before any new contract is written. You just never know with Customers. Alert provides a convenient way to have these types of reminders pop up on […]
May 10, 2022
Do you have customers who want to regularly pay for Cycle Billings using a credit card on file? No problem. This document will help you set that up. It’s a great way to get your revenue faster!
You can back out a Sales to Rent transfer in three easy steps. Well, four steps. First you have to open the attached document.
Occasionally, you may want, or need to change a listed rental item price on a ticket. This document shows you the simple steps to override the listed price.
We’ve all done it, and we’ve all occasionally hesitated over saving or abandoning that ticket. What is the correct answer? This document will answer that question and has an easy to use flow chart on the last page for quick reference.
This one’s an oldie but a goodie. This video is an 18 minute overview of Subrents. We think you’ll find it helpful. https://vimeo.com/704551780/91f7ea35bb
April 29, 2022
Alert provides an easy way to provide your customers a price break for rain days, when they are unable to use their rented equipment. You can decide which rental items will be available for rain day discounts and update all your Rental Items at once by activating the Rental Class flag using Import/Export.
April 26, 2022
–Report showing top 20 AR customers for chosen period of time. define date idate1 = parameter prompt “Enter Starting Date” ; define date idate2 = parameter prompt “Enter Ending Date” ; where ( cs_inv:cs_icreate_date >=idate1 and cs_inv:cs_icreate_date <= idate2 ) and cs_main:cs_type_code = “AR” sum/nobanner/duplicates/domain=”cs_inv”/Title=”Top 20 AR Customers by Date Range” cs_inv:cs_iamount/heading=”Amt Billed” cs_inv:cs_ipaid/heading=”Amt Paid” […]
April 21, 2022
Alert’s Cycle Billing feature allows you to pause a billing on an active Cycle Bill. The attached document will take you through it, step by step.
April 19, 2022
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