New Customer:

Select New Customer and click the Next button. This will open the customer profile where you can use the touch keyboard or your keyboard to enter in all necessary fields. When a new customer record is started, the dive tabs will not appear below the Info tab until the customer record is saved for the first time. If you are adding the new customer while signing up for a class, you will not be able to access the customer profile dive tabs until the class signup is completed. Once you have finished adding the new customer record, you will be moved forward to the reservation upon saving.

With a customer on the sale, the wizard now moves into the reservation. In the next window, select either a Single Rental or Rental Package to select a rental item(s) from.

Single Rental Reservation: Follow the Next buttons to move through each step. You can always Cancel and in many case

s can move Back a step to change a setting.

1. Select the check box for a single rental and click the Next button.
2. Select the Rental Category (BCD, Regulators, Tanks...) and click the Next button.
3. Set the Reservation Pickup Date and click the Next button (use the Month +/- and Year +/- buttons to change the month or year forward or back.
4. Select a Rental Timeframe available for the selected rental category and click the Next button.
5. From the list of available rentals, select the product in the list that the customer will be renting and click the OK button. This list displays whether the product is available or not for the date(s) requested and the current status of the item.
6. This will bring you to a window listing the selected rental. Use the green Add button to add another of the same rental category. You may add as many of the same category for the customer. When ready, click the Next button to move on.
7. This brings you to the option to take a Deposit or Reserve the items only.

   Deposit - Selecting to take a deposit wil move you to a payment pad. The total due is listed at the top of this window. Use the number pad to set the deposit amount or click the percent, Min, or Pay in Full to set a calculated amount. Click the Next button to return back to the sales screen with the deposit on the transaction.

   Reserve Only - If you choose to reserve only, upon clicking the Finish button you will return to the sales screen where if products were already on the sale, you can finish the sale, or start a new sale if no products were rung prior to making the reservation.

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