Rental Quotation :

The Rental Quotation process allows you to create detailed quotes for asset rental requests, including customer information, rental dates, and associated costs. You can add multiple assets, calculate rental rates, and include additional charges like labor or miscellaneous fees. The quotation can be saved or directly sent to the customer for approval.

Here is a reference video:

Step by step instruction to create Quotation Create for asset rental request

Goto Manage Rental menu

Click on Quotation option

Click on New Quotation button at top right button, to start with blank form

1st section is Details to fill up the data like code date etc which are auto filled up and can be modified

You can add Tag if already setup

In the customer type the name. If already exists then it will show suggestion. If not, you can create new with minimum details like customer name, phone number & email.

For new, fill up the Bill to address and Ship to address

Now in the Asset Rental section, Put the rent out date and expected return date, it auto calculate the duration of month, week, day hour

Type asset name under equipment code. You can add multiple assets using add asset button

It will calculate the exact rate for the period

Add the other cost like Miscellaneous cost, Labour cost

Add the signature, signatory name and date

Add note, attach file if needed

Save it. If you want to send the quotation directly on saving. Check on the send to customer checkbox.