This post will show you how to edit the rental rates on a shipment. While the rate profile is set on each job site’s Billing tab, you can change the rates charged on an existing shipment by selecting a different rate profile (change) or editing the existing rate profile (update).

If you want to keep the same rate profile but make updates to it, first edit the rate profile. (From the Billing menu, select Rate Profiles. Select the rate profile you want to edit, make your edits and click “OK”.) Next, update the shipment(s). On the Shipping tab, select the shipment(s) you want to update. From the Change dropdown menu, select “Change/Update Rate Profile on Selected Shipments”. Select the Rate Profile you are using and click on the “Change” button. (If you don’t want to accept your change, click on “Close”.) Invoices generated after updating the shipment(s) will use the edited rates. Existing shipments will not be affected unless they are updated this way. New shipments using this rate profile will, however, use the edited rates; when a shipment is created, the rent rates that exist in a rate profile at the time of the shipment will remain in effect until you intentionally change/update the shipment’s rate profile.

If you want to use a different rate profile for your shipment(s) than the rate profile assigned to the job site, select the shipment(s) you want to update and, from the Change dropdown, select “Change/Update Rate Profile on Selected Shipments”. Select the Rate Profile you want to change to and click the “Change” button. If the job site uses the rate profile A, for example, and you change a shipment to use the rate profile B, note that this change does not affect the job site, which will retain the Rate Profile A; new shipments to this job site will continue to use the rate profile A.

History - You can view the changes made to a shipment by clicking on the History tab for the selected shipment. Below you’ll see that the rate profile for this shipment was changed from the “New customers” to the “Dawson Rate”.

This post explains the different features of estimates, reservations and shipments and how they interrelate.

Estimates

Estimates are used to provide a quote to your customer for material rental as well as unit prices (consumables and services). They are associated with a specific customer but not with a job site and do not affect your inventory balances. An estimated return date is required in order to calculate the anticipated costs to your customer.

An estimate can be converted into a reservation or directly into a shipment.

As you can see above, you can attach documents or photos just as you can with reservations and shipments.

You can also track the status of an estimate:

Here’s what a sample estimate looks like:

Reservations

An estimate can be converted into a reservation or you can create a new reservation from scratch. A reservation requires that you specify a job site and reserves materials so they are not available to be shipped to another job site. A rent stop date is not required.

Shipments

Estimates and reservations can both be converted into shipments. Reservations appear on the Shipping tab and are turned into shipments by clicking on the Send Selected Shipment button.

Alternatively, you can create a new shipment by clicking on the pallet of boxes to ship items to a location.

There are three types of shipments:

• Deliveries – moves equipment from your branch office or laydown yard to a job site
• Returns - moves equipment from a job site back to your branch office or laydown yard 
• Transfers - moves equipment from job site to job site, or branch to branch

Once a shipment has been entered your inventory is automatically updated so you always know your available balances at each location.