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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
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This document will show you how you can add an attachment to a customer’s profile that shows their insurance certificate information.
August 8, 2022
The Delivery/Pickup Board on the Dispatch Dashboard can be color coded as a visual cue to your Counter staff. You can assign different colors based on the day’s schedule. It is also possible to set red and yellow days to require Manager approval before creating an additional delivery on blocked days.
July 11, 2022
Alert provides an easy way to change up your Homescreen tiles. The attached document will walk you through the process for v22.
July 7, 2022
–For Colorado Retail Delivery Fee –Report based on date range provided by user –Delivery date = Contract Out Date –ONlY CONTRACTS will be included in report –Monthly tax total shown at end of report –*************************************************** define string fom = str(month(todaysdate)) + “.01.” + str(year(todaysdate)) string eom = str(dateadd(date(fom),1)-1,”mm.dd.yyyy”) string date1 = parameter/prompt=”Enter Start Date” default […]
July 5, 2022
If you are having trouble sending out you Alert email through Gmail, we have a fix. Please see attached document.
June 9, 2022
Alert requires returned sales items to be processed on a brand new ticket. They cannot be refunded from the original ticket. Good News, the process is easy and is outlined for you in the attached document.
May 26, 2022
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.
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