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2. Location Quotation Template

Reference Number: AA-00460 Views: 3052 Created: 2011-11-24 16:33 Last Updated: 2014-05-30 17:00 0 Rating/ Voters

In this section

The Location Quotation Template

Maintaining a Location Quotation Template for a location

Customizing a Location's Quotation Template

To customize the Location Quotation Template for a location

To edit the customized quotation for a location

To delete the customized quotation for a location

Summary

 

The Location Quotation Template

 

Like almost all other documents available in Rental Car Manager, you can also define and customize quotation templates per location.

 

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Maintaining a Location Quotation Template for a location

 

Defining a Location Quotation Template is not that much different from defining other templates within Rental Car Manager. 

 

Like the Standard Quotation Template that is used across a rental operator's various locations or standard offices, the text that appears on the upper and bottom half of a Location's Quotation Template, before and after the booking information, can be customized. This is done through the Location Quotation Template tab in the Quotation Templates program within the System Setup menu.

 

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Customizing a Location's Quotation Template

 

Only users with access level set to Location Managers can customize the text that will appear on a Location's Quotation Template.

 

To customize the quotation template for a location

 

1. Click the System Setup menu icon.

2. Click the Quotation Templates program icon.

3. Click the Location Quotation Template tab.

4. On the Location Quotation Template page, all your locations are listed. Click Add in the Update/ Create column for the location you want to define a template for (see Fig. 1). This opens the Location Quotation Template editor.

 


Fig. 1. Click Add to open the template editor

 

5. In the Location Quotation Template editor (see Fig. 2), modify the written text to suit your needs.  

 


Fig. 2. The Location Quotation Template editor

 

To use HTML to format the quotation text, click the Source button (see Fig. 3).

 


Fig. 3. Click Source to use HTML to format the quotation text

 

NOTE: Do NOT cut and paste content from formatted files such as Word documents to avoid potential problems with your layout.

 

6. Once you're done editing the template, click Create Location Quotation Template to save your changes and close the template editor (see Fig. 4). 

 


Fig. 4. Click Create Location Quotation Template to save the template

 

On the Location Quotation Template page, in the row for the location for which you've defined the template, the Add button is now replaced with an Update button. In addition, there is now a Yes button under the Location Quotation Template Exist column and a Delete button under the Delete column (see Fig. 5).

 


Fig. 5. The Location Quotation Template page, after defining a Location's Quotation Template

 

The Quotation text you just defined will be used the next time a booking is made and a quotation is sent out.

 

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To edit the customized quotation for a location

 

1. Click the System Setup menu icon.

2. Click the Quotation Templates program icon.

3. Click the Location Quotation Template tab.

4. On the Location Quotation Template page, click Update in the Update/ Create column for the location for which you want to edit the quotation text (see Fig. 6). This opens the Location Quotation Template editor.

 


Fig. 6. Click Update to open the Location Quotation Template editor

 

5. To edit the customizable text on the quotation, follow Steps 5 and 6 in To customize the quotation template for a location.

 

The quotation text you just edited will be used the next time a quotation is printed or sent out to a customer.

 

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To delete the customized quotation for a location

 

1. Click the System Setup menu icon.

2. Click the Quotation Templates program icon.

3. Click the Location Quotation Template tab.

4. On the Location Quotation Template page, click the Delete button in the Delete column to delete the customized quotation text for the selected location (see Fig. 7).

 


Fig. 7. Click Delete to delete the Location Quotation Template

 

5. Click Yes on the confirmation message to delete the template (see Fig. 8). 

 


Fig. 8. Click Yes on the confirmation message

 

On the Location Quotation Template page, you'll no longer see the record you just deleted. On the row for the location for which you've deleted the customized quotation text, the Update button is now replaced with an Add button. In addition, the Location Quotation Template Exist column is now empty and there is no longer a Delete button under the Delete column. 

 

After deleting the location's customized quotation, the standard quotation will now be used for quotations processed at the location, until the next time you customize the quotation for the location.

 

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Summary

 

This article details the Location Quotation Template tab, where information on location quotation is set up. Only users with access level set to Location Managers can customize the text that will appear on a Location's Quotation Template.

 

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