AccuEvent Rental Software - Party Rental Software for Event and Equipment Rental

Faq Categories

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Q: What are the difference order statuses and how do they work?

A: AccuEvent allows 4 different categories of Orders in the Standard and Pro versions: Quoted, Non-Confirmed, Confirmed and Cancelled AccuEvent allows for 2 different categories of Orders in the Lite version: Non-Confirmed and Confirmed A Quoted order doesn?t hold any inventory and doesn?t currently show up on the Quick View Screen it is just a Quote. A Non-Confirmed Order holds inventory but doesn?t print on Sales Reports or Delivery / Client Pickup Schedules. A Confirmed Order is an Order that prints on Sales reports and Delivery / Client Pickup schedules etc. A Cancelled Order doesn?t hold any inventory and doesn?t print on Sales Reports it is an Order that is kept for history purposes only.

Q: What is the difference between an Invoice number and an Order number?

A: AccuEvent has the ability to track Quotes, Non-Confirmed and Confirmed orders. Each time a Quoted (Standard and Pro Versions Only) or Non-Confirmed Order is added an Order Number is assigned. Each time a Confirmed Order is added or the Order Status of an order is changed from Quoted or Non-Confirmed to Confirmed, and Invoice number is assigned. So any Order that is or ever was a Non-Confirmed or Quoted Order (Standard and Pro Versions Only) will have an Order Number associated with it and any Order that is or ever was a Confirmed Order will have an Invoice Number assigned to it.

Q: What is the ?End Client? drop down menu for?

A: End Clients are for rentals where you are subcontracting the items to a company to rent to someone else. For example, if ABC Company rents tables and chairs to be used at an Event for XYZ School, then XYZ School would be the End Client.

Q: What is the Emergency Contacts section for?

A: The Emergency Contacts section is for additional contacts that you want to keep on file for an event. For example, if you are trying to get in touch with a delivery person, but their cell phone battery is dead, you could have a list of alternative phones / contacts to get through to if you needed to get in touch with someone.

Q: What is the Category for on the Order Entry screen?

A: The Event Category inherits the list from Client Categories. So when an order is added for a client, by default the event category is assign as the client category. If you would like to categorize a particular event differently then when the category is changed on an order that category is not written back to the client record. To change the way a particular Client is categorized, go back to the original client record and make the change there.

Q: If I change the Tax Rate on an Order does it change the Client?s default Tax Rate?

A: No, because sometimes (depending on the state?s tax laws) the clients may have a different tax rate based upon where the event is located. So when a new event is added for a particular client, the Client?s default tax rate is used. But the tax rate can be changed on the order if it is of a different tax rate than the default rate.

Q: What are Office Notes for?

A: Office notes can be used for either internal notes or they can be printed on Invoices, Contracts and Proposals in the Pro / Standard versions (only the Contract in the Lite version). You can also have automatic notes added to each order by going into Administrative Options -> Company Setup and Company Default Information and in the ?Default Office Notes?. Each time a new order is added, any notes that are placed inside the ?Default Office Notes? are automatically added to the order.

Q: What is the ?Select Location? button for?

A: In AccuEvent (Standard and Professional only), you can keep a list of common locations and rooms inside those locations that you deliver to. For example, let?s say that you deliver to a specific Hotel on a regular basis for events then you can keep track of the hotel and the rooms with the Length, Width, Height and Square Footage of the rooms without having to retype the information each time that an Event for that location is taking place by just selecting it from the list. The Event Locations can be added / edited by going to Administrative Options -> Additional Setup Items and Event Locations.

Q: Why is ?Goal? a drop-down menu and what is it for?

A: We found after talking with several successful Event and Party Rental professionals, that the most successful companies had one thing in common: They all were aware of the overall goal of each event that their Clients had with them. So we added a ?Goal? drop-down menu so the Event Goal of the client could be tracked.

Q: How do the dates and times work on the Equipment Schedule Level of an Order?

A: In the AccuEvent Standard and Professional versions there are: Setup Date and Start Time / End Time Event Start Date / Event End Date and Event Start Time / Event End Time Pickup Date and Start Time / End Time By default AccuEvent rents equipment out from the Starting Setup Date and Time to the Ending Pickup Date and Time frames (If the event isn?t a split time event). If the Split Time option is checked then each item is rented out between the times that are split on each item. In the Lite version, the equipment is rented between the Setup Date and Setup Start Time and the Pickup Date and Ending Pickup Time. There are no split time options in the Lite version.