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5. Brand Quotation Template

Reference Number: AA-00958 Views: 3320 Created: 2014-04-19 16:40 Last Updated: 2014-05-30 17:38 0 Rating/ Voters

In this section

The brand quotation template

Maintaining a brand quotation template

Customizing a brand quotation template

To customize the location quotation template

To edit the customized quotation for a location

To delete the customized quotation for a location

Summary

 

The brand quotation template

 

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

 

Maintaining a brand quotation template

 

Defining a brand 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 brand's quotation template, before and after the booking information, can be customized. This is done through the brand quotation template tab in the quotation templates program within the system setup menu.

 

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Customizing a brand's quotation template

 

Only users with access level set to head office can customize the text that will appear on a brand's quotation template.

 

To customize the quotation template for a brand

 

1. Click the System Setup menu icon.

2. Click the Quotation Templates program icon.

3. Click the Brand Quotation Template tab.

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

 

Fig. 1. Click Add to open the template editor

 

5. In the brand quotation template editor (see Fig. 2), modify the written text to suit your needs.  

 


Fig. 2. The brand 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 BRAND QUOTATION TEMPLATE to save your changes and close the template editor (see Fig. 4). 

 


Fig. 4. Click CREATE BRAND QUOTATION TEMPLATE to save the template

 

On the brand quotation template page, in the row for the brand for which you've defined the template, the add button is now replaced with an update button. In addition, there is now a yes under the brand quotation template exist column and a delete button under the delete column (see Fig. 5).

 


Fig. 5. The brand quotation template page, after defining a brand'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 Brand Quotation Template tab.

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

 


Fig. 6. Click Update to open the brand quotation template editor

 

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

 

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 brand

 

1. Click the System Setup menu icon.

2. Click the Quotation Templates program icon.

3. Click the Brand Quotation Template tab.

4. On the brand 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 brand 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 brand quotation template page, you'll no longer see the record you just deleted. On the row for the brand for which you've deleted the customized quotation text, the update button is now replaced with an add button. In addition, the brand quotation template exist column is now empty and there is no longer a delete button under the delete column. 

 

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

 

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Summary

 

This article details the brand quotation template tab, where information on brand quotation is set up. Only users with access level set to head office can customize the text that will appear on a brand's quotation template.

 

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