The Dispatch Manager is essentially the first step of the process and is used to issue an item of rental equipment to the customer. Once the dispatch has been processed, it starts the clock for the tracking of rental billings for that piece of equipment.
One dispatch can be split into multiple instances. For example, the customer might require 10 pieces of equipment but only 2 today, 4 next week, etc. The user can split that dispatch into multiple instances as the customer requires it. Alternatively, they can dispatch all of the equipment in one go but will need to use two different vehicles to transport the equipment, while it is one dispatch, there can be two instances to reflect the two vehicles needed for transportation.
There are several different ways that you can enter your dispatch details including:
- Manual entry
- Import from Subjob quote
- Import from rental equipment based on parameters
- Import from Excel spreadsheet
It is also important to be aware that multiple dispatches can be processed against a single Job. If a Job is a long-term project, you can dispatch objects at different points in time during the project as a customer requires the equipment.
The dispatch is also used to be able to reserve or allocate equipment. There is a Picked status on the Dispatch Manager which is used to mark the items as allocated in the available equipment calculations, and allows you to update available quantities based on the status of the dispatch. When processing the dispatch, if the rental equipment is based on an Item Code, a stock transfer is done from the selected warehouse to the Eralis Job WIP warehouse.
Article is closed for comments.