The first step, but not mandatory, is to book a vehicle for a certain period of time. It is possible to create a rental directly without prior reservation. The user can make a reservation via the Reservation item in the Car Rental menu or, more often, via Vehicle Utilization, which is described in more detail in the Vehicle Utilization chapter.
By opening the tile Activities - Reservations - New with the New option, you can create a reservation.
The second option is to select Action – Reservation and then an empty reservation card will open.
Another option to create a reservation is to use the Create Reservation/Rent wizard, which can be run in the action ribbon of the One Core - Car Rental Dispatcher role of the center.
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In the first step, the user fills in the following fields
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Type - Determine whether it is a reservation or a rental - required field
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Tenant name - a field linked to the code list of customers in BC. User selects the customer for whom the reservation or rent is intended - - mandatory field
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Monthly rent - selection of the parameter whether it is a monthly or daily rent - optional field
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Rent From(Date) - Reservation Start Date - Required Field
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Rent from(Time) - reservation start time - required field
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Rent To(Date) - Reservation End Date - Mandatory Field
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Rent to(Time) - reservation end time - mandatory field
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Subsequently, the user selects the "Next" option, which moves the wizard to the second step
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Step Two
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Pricelist code - selection of pricelist (category) of rented vehicle. It is possible to select a specific vehicle directly in the following field and the value of the price list will be completed by the system
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Vehicle - user selects a specific vehicle - required field
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Vehicle description - completes the system according to the selected car
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Rate (Month) - completes the system according to the selected car and its price list
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Permission user - to be completed by the user from the Contact(5050) code list with the type person - optional field
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Subsequently, the user selects the "Next" option, which triggers the function for creating a reservation
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Subsequently, the user will see the reservation creation card, which can be used for further work.
The reservation card contains the basic information needed to secure a car for a given client. Includes bookmarks: