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Service Packages

You can add service packages to rent classes or rent packages. These can include, for example, services that can be purchased in addition to renting a rent class (e.g., repair of glass or engine damage). When service packages are used, service employees can immediately see via a FactBox in the service order which services have already been paid for by the customer as part of a service package and which need to be invoiced.

This chapter is divided into the following sections:

Setting Up Service Packages

In order to use service packages in rent classes, you must first set up the following:

  • create a rent revenue item for services
  • create the possible services for the service packages
  • create the service packages

These steps are described in the following sections.

Creating a Rent Revenue Item for Services

To create a rent revenue item for services, proceed as follows:

Note

If a rent revenue item for the Service revenue type already exists, skip this step and continue with Creating Services for Service Packages.

  • Use the quick search (ALT+Q) to find the Rent Revenue Items page.
  • Create a revenue item for the Service revenue type. For more information on creating revenue items, click here.

Creating Services for Service Packages

To create services for service packages, proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Services page.
  • Use the Code column to enter a meaningful code for the service. This is used for the later selection of the service.
  • Use the Description column to enter a meaningful description for the service.

Your changes are saved automatically.

Creating Service Packages

Once you have created services, you can add those to a service package. To create service packages, proceed as follows:

  • Use the quick search (ALT+Q) to find the Rent Service Packages page.
  • Use the Code column to enter a meaningful code for the service package. This is used for the later selection of the service package.
  • Use the Description column to enter a meaningful description for the service package.
  • In the Service Code column in the Rent Service Package Sub FastTab, select the desired services that you have created as described in Creating Services for Service Packages.
  • The Service Description column is filled in automatically with the description of the service.
  • Subsequently, select the checkbox in the Active column to be able to use the service package in rent classes.
  • Optional To prevent the service package from being added to rent classes even though it is active, select the checkbox in the Marked as Unselectable column.

Adding Service Packages to a Rent Class

Once you have successfully set everything up, you can add the created service packages to rent classes. More information on this can be found here.