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Rental Conversion
This page lists information on converting from another rental system to the TrackAbout Rental Module.
Data Files
Custom Rental Rates
This is a list of all special or contract rental rates for customers. The data that is needed:
- Customer Number
- Type of asset
- This can be whatever is used to organize rental.
- This is typically a size or part number. Like "HP" for High Pressure or "AR300" for the part number AR300.
- Rental Method
- Daily, Monthly, Peak Daily
- Can use any native codes from accounting system to represent these different rental methods – just indicate to TrackAbout what each code represents. For instance “8” might indicate daily rental.
- Rate
- Review/Expiration Date (optional)
- Do the custom rental rates expire? Note that in TrackAbout the rates never really 'expire' but a date is stored after which someone should review the rates.
- Notes (optional)
- Any special notes or comments on this rate
Simple example
12345 AR300 Daily 0.20 12345 NI300 Daily 0.24 18888 AR300 Monthly 3.5