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RentalMan Document Management Order Process for Rentals - PowerPoint PPT Presentation


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RentalMan Document Management Order Process for Rentals. Order Process for Rentals – Receiving of Incoming Rental Orders. Order Process for Rentals – Receiving of Incoming Rental Orders. Order is received by Order Processor. Order is entered into RentalMan. Order is handwritten.

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RentalMan Document Management Order Process for Rentals


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    Presentation Transcript
    1. RentalMan Document ManagementOrder Process for Rentals

    2. Order Process for Rentals – Receiving of Incoming Rental Orders

    3. Order Process for Rentals – Receiving of Incoming Rental Orders

    4. Order is received by Order Processor Order is entered into RentalMan Order is handwritten Sales Order is created…

    5. … and archived in IntelliChief Order Form is scanned into IntelliChief Order is received by Order Processor Order is entered into RentalMan Order is handwritten Sales Order is created…

    6. 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

    7. ... Work Order is created in RentalMan Order Form is scanned into IntelliChief Work Order formatted with Formtastic Captured / routed by IntelliChief to Yard

    8. PDI is created and sent to Order Processor Rental Out is created Rental Out formatted w/ Formtastic ... Equipment is inspected Rental Out printed w/ Barcode Rental Out captured by IntelliChief

    9. 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 . . .

    10. For later retrieval ... Option 9 to retrieve image

    11. For later retrieval ... F 13 to retrieve image

    12. Signed Contract is retrieved and shown on screen

    13. Along with PDI…

    14. …Sales Order…

    15. …and the scanned handwritten order.

    16. Fax/Email any or all documents.

    17. Sample Browser Search…

    18. 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 email 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)

    19. Discussion