Blytheco Home | Sage Software | Sage MAS 90 & 200 | Vertical Solutions | ARM | Contract Maintenance
ARM Contract Maintenance
for Sage MAS 90 and
MAS 200
As a rental business, the creation and tracking of rental contracts is of primary importance. When you create a contract, you must have the necessary information readily available. Data such as your customer’s mailing address, shipping address, billing terms are necessary as is the availability and pricing of the items they request. The ARM Contract Entry function automates this entire function, increasing the efficiency of your staff and enabling them to offer better customer service. |
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ARM Contract Entry contains the features necessary for creating rental/sales contracts, master contracts, repeating contracts, and price quotes. The intuitive screen layout facilitates rapid data entry. Data Entry for each contract is divided into five screens: |
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| Step 1: The Header Screen |
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Header Screen, which includes customer billing information such as the Billing Address, Terms Code, applicable Sales Tax Codes, etc. Use the Header screen in Contract Entry to enter header information for contracts, quotes, master, and repeating orders. Customer information is automatically retrieved from Accounts Receivable with the ability to override as suited to this contract. |
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| Other information that can be accessed from the header screen includes: |
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Credit Information |
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Split Commisions |
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Credit Memo |
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Contract Instructions |
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| Step 2: The Additional Contract Information Screen |
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Additional Screen includes: Ship Date, Required Date, Begin Date and Time, etc. Use the Additional page to maintain primarily date information about the contract. Delivery and Pickup Codes may also be entered here, and if the ARM Routing module is implemented, you will see the contract’s assigned route and stop. |
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Each date field has a handy pop-up calendar for easy reference |
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| Step 3: The Address Screen |
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Address Screen, includes the billing and shipping address for this contract. Use the Address tab to view and edit the customer’s billing address, select a shipping address, or add a new shipping address. |
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| Step 4: The Rental Items Screen |
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Lines Screen, includes information describing each rental or sale product or service for which the customer is being billed. Use the Lines page to enter the inventory items and/or miscellaneous charges the client has requested. If the Inventory module is integrated with ARM, applicable item information is retrieved. Comments may also be added to the line section. New items may be added on the fly. |
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| Other information that can be accessed from the rental items screen includes: |
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Item rental price lookups |
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Reservations inquiry |
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Over booking warnings |
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| Step 5: The Total Screen |
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Totals Screen, includes the rental and sale contract totals, freight amount, total sales tax, deposits, etc. From the Totals page, the contract totals are calculated and displayed automatically. You may enter discounts, override commissions, change the calculated freight amount, view and change tax detail, and maintain any deposits received against this contract. |
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| Other information that can be accessed from the total screen includes: |
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Contract history |
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Receipt processing |
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| Features |
- Convenient lookup and search functions make finding the correct customer, shipping address, and billing code simple
- Create new customers and items on the fly
- Customer credit limit checking during data entry
- Records user id of operator entering contract
- Copy new contract from another contract or invoice
- Checks quantity available and warns if overbooked
- Convenient lookup and search functions make finding your data simple
- Easily query stock in other warehouse locations
- Fax contracts directly to your customer
- Enter multiple deposits and receipts
- Contract History Inquiry shows cumulative billing totals for contract
- Separate Delivery/Return instructions for each contract
- Track contract changes
- Query item pricing including quantity breaks
- View and maintain customer specific memos during contract entry
- Full salesperson commission reporting
- View the Reservation Inquiry screen at any time
- Handy calendar makes finding the correct date a snap
- Reminder to operator about accessory items to include
- Quickly print contract, picking sheet, and instructions individually or as a group
- When contract is designated as shipped, inventory is instantly relieved
- Pricing determined automatically based on established price schedules
- Designate the entire order as a sales contract, or a rental contract
- Include sale items on a rental contract
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ARM 16 Page Overview (PDF 1.71 MB)
