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RentalMan Document Management Order Process for Rentals
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Order Process for Rentals – Receiving of Incoming Rental Orders
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Order Process for Rentals – Receiving of Incoming Rental Orders
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Order is received by Order Processor Order is handwritten
Order is entered into RentalMan Sales Order is created…
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Order is received by Order Processor Order is entered into RentalMan
Order is handwritten Sales Order is created… Order Form is scanned into IntelliChief … and archived in IntelliChief
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Order Form and Sales Order Retrieved from IntelliChief
Order is received by Order Processor Order is entered into RentalMan Order is handwritten Sales order is created… … and archived in IntelliChief Order Form is scanned into IntelliChief Order Inquiry Screen Order Form and Sales Order Retrieved from IntelliChief
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... Work Order is created in RentalMan
Order Form is scanned into IntelliChief Work Order formatted with Formtastic Captured / routed by IntelliChief to Yard
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PDI is created and sent to Order Processor
Rental Out is created ... Equipment is inspected Rental Out formatted w/ Formtastic Rental Out printed w/ Barcode Rental Out captured by IntelliChief
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Driver brings signed Rental Out and PDI to be scanned
... Driver delivers to customer Customer signs Rental Out/PDI Signed Rental Out and PDI are archived in IntelliChief .
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Option 9 to retrieve image
For later retrieval ... Option 9 to retrieve image
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For later retrieval ... F 13 to retrieve image
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Signed Contract is retrieved and shown on screen
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Along with PDI…
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…Sales Order…
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…and the scanned handwritten order.
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Fax/Email any or all documents.
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Sample Browser Search…
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How IntelliChief Helps Rentalman Users
Eliminate unnecessary steps in the business process Sharing documents amongst multiple locations without mail/FedEx costs Speed up customer service by easily retrieving required information directly from Rentalman screens Take advantage of vendor discounts by being able to easily and quickly locate invoices Eliminate errors and speed up 2-way or 3-way matching process in Accounts Payable Eliminate file cabinets and save space by having everything electronic Automate the imaging and indexing of incoming documents via fax, mail or Go Green by eliminating paper and copies "We knew IntelliChief was going to provide us with demonstrable personnel efficiencies, improved quality, accuracy, and customer service, as well as a huge reduction in paper handling requirements. We are already realizing huge reductions in administrative costs. At this rate, IntelliChief might pay for itself in less than two years.” (Shemin Nurseries)
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Discussion
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