Custom Contracts based on items rented...
It would be convenient if there were variables/snippets of wording that could be built-into a contract based on the items rented. We offer a wide variety of items...so why should we clutter the contract with information that doesnt apply to a customer having a WIDGET delivered, when all they are doing is picking up some tables? Moreso, I like to REMIND pickup customers not to show up for 20 tables in a Honda Civic...but don't want to blast that reminder out to every single customer who gets our default contract. I know we could make pickup and delivery contracts, but there's no way for the system to have more than one "Default" contract based on delivery type or products included...so it's rather tedious to manually change each one when you're doing a large volume or orders.
Similarly, tying this new set of variables into the email system would be great...if they rented X Y or Z, their reminder will say X Y and Z....not LMNO and P which doesnt apply to them.
I like this idea
You can set specific information to be printed based on the rentals in that lead.
Go to Settings->Inventory and edit an item. Click on the Safety tab. You'll see 3 sections that can be used to print info using the variables mentioned at the bottom of the Safety tab.
More details about implementing those variables can be found at the bottom of our template variables page.
You can set specific information to be printed based on the rentals in that lead.
Go to Settings->Inventory and edit an item. Click on the Safety tab. You'll see 3 sections that can be used to print info using the variables mentioned at the bottom of the Safety tab.
More details about implementing those variables can be found at the bottom of our template variables page.
You can set specific information to be printed based on the rentals in that lead.
Go to Settings->Inventory and edit an item. Click on the Safety tab. You'll see 3 sections that can be used to print info using the variables mentioned at the bottom of the Safety tab.
More details about implementing those variables can be found at the bottom of our template variables page.
You can set specific information to be printed based on the rentals in that lead.
Go to Settings->Inventory and edit an item. Click on the Safety tab. You'll see 3 sections that can be used to print info using the variables mentioned at the bottom of the Safety tab.
More details about implementing those variables can be found at the bottom of our template variables page.
Also, you cannot set a default contract based on delivery type, but you can set different default ones based on the quote page used.
Also, you cannot set a default contract based on delivery type, but you can set different default ones based on the quote page used.
That's very helpful! I guess the workaround would be to add an 'item' called customer pickup to each order so that information could be added to every 'pickup' delivery type.
If you're ever able to expand your existing system to include the ability to add information or pre-set a default contract based on delivery-type, we'd be in heaven! Thanks for the quick reply.
That's very helpful! I guess the workaround would be to add an 'item' called customer pickup to each order so that information could be added to every 'pickup' delivery type.
If you're ever able to expand your existing system to include the ability to add information or pre-set a default contract based on delivery-type, we'd be in heaven! Thanks for the quick reply.
This works great- any way this can be setup for options as well? My modular banners that are set as "seperate units" do not work..
This works great- any way this can be setup for options as well? My modular banners that are set as "seperate units" do not work..
For rentals that are set up as 'show options as separate units', the main unit isn't shown (and neither are it's details), but the options are. So if you put the custom contract details on each of the options then they should print.
For rentals that are set up as 'show options as separate units', the main unit isn't shown (and neither are it's details), but the options are. So if you put the custom contract details on each of the options then they should print.
I tried both ways: listing the info on the main unit only, then on the options only, but still cant get it to work.
I tried both ways: listing the info on the main unit only, then on the options only, but still cant get it to work.
This was an issue with the *rentalcontract* variable not working in that format. It works when you type %rentalcontract% though. I edited your "new contract" contract template to use the %% format and it works now. We'll update code soon to support the ** format for that variable.
This was an issue with the *rentalcontract* variable not working in that format. It works when you type %rentalcontract% though. I edited your "new contract" contract template to use the %% format and it works now. We'll update code soon to support the ** format for that variable.
Where would one use the variable %rentalcontract%? Does that simply create the EVENT CONTRACT link?
Where would one use the variable %rentalcontract%? Does that simply create the EVENT CONTRACT link?
%rentalcontract% is a variable that fills in anything from the "Extra Contract Details" field on a specific rental (safety tab).
%rentalcontract% is a variable that fills in anything from the "Extra Contract Details" field on a specific rental (safety tab).
Thank you! The contract details are showing up fine now for the options but the volunteer/outlet info is not. Do I need to keep this info on the main unit?
Thank you! The contract details are showing up fine now for the options but the volunteer/outlet info is not. Do I need to keep this info on the main unit?
What option specifically are you talking about? It should work fine, but it depends on your settings for the option.
What option specifically are you talking about? It should work fine, but it depends on your settings for the option.
It is not working for any of the banner options for the modular. It works for all other rentals. I have tried adding the volunteer/outlet info to only the options, then only the main unit and finally to both, and none of these work.
It is not working for any of the banner options for the modular. It works for all other rentals. I have tried adding the volunteer/outlet info to only the options, then only the main unit and finally to both, and none of these work.
The %volnum% variable uses the volunteer field on the contract tab of the lead. If you've setup your rentals properly, you can turn on the option in Settings->General Settings to automatically calculate these fields for you. They only calculate the first time you save the lead though. So if you make changes later to the rentals, you would have to edit the contract tab and make the appropriate changes there as well. We show you the recommended number of staff and volunteers based on your settings under these fields on the contract tab to make it easier for you. Remember these are also affected by the delivery method and whether it is staffed or not.
The %volnum% variable uses the volunteer field on the contract tab of the lead. If you've setup your rentals properly, you can turn on the option in Settings->General Settings to automatically calculate these fields for you. They only calculate the first time you save the lead though. So if you make changes later to the rentals, you would have to edit the contract tab and make the appropriate changes there as well. We show you the recommended number of staff and volunteers based on your settings under these fields on the contract tab to make it easier for you. Remember these are also affected by the delivery method and whether it is staffed or not.
So the fields will populate automatically the first time, but if changes are made to the bounce house or delivery method, the fields have to be changed manually?
So the fields will populate automatically the first time, but if changes are made to the bounce house or delivery method, the fields have to be changed manually?
If you customize a contract, then later make changes to the event, you'll need to regenerate the contract, then re-customize it.
See documentation on custom contracts.
If you customize a contract, then later make changes to the event, you'll need to regenerate the contract, then re-customize it.
See documentation on custom contracts.
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