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Level 1

Data Boxes in Items or Freeform Data Boxes

If this has already been covered, please excuse me for not knowing the proper terms to search for and retrieve the answer. I've been trying to figure this our for the past three (3) days. I finally decided to ask people who might just KNOW!

 

We are a small heavy equipment rental/leasing company. In the past, our Rental Contracts have included one (1) space to specify the Hours and the amount of fuel a piece of equipment has on it when it is rented/leased to a client. This space has been a Text Box, with a blank box next to it so the information can be hand written in. Perhaps I'm trying to re-invent the wheel here, but I'm wondering if there is a way to attach a Data Box to Items, that will record this information to the Item, as well as show it the next time it goes out.

 

I would, also, like to have another Freeform Data box to record Unit # or Serial Numbers on each item on the Invoice, thus allowing us to use a generic item name "Forklift" and then specify which of the 95 forklifts it is in these fields. This does not matter if it records to the item.

 

If I'm asking for the impossible (which is what I usually do...) is there a way to create a custom Freeform Data Box to input Hours Out and Fuel Out, without it being attached to item, or a Customer?

 

Thank you for your time.

1 Comment
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Level 15

Data Boxes in Items or Freeform Data Boxes


@MathisRentals wrote:

 

We are a small heavy equipment rental/leasing company. In the past, our Rental Contracts have included one (1) space to specify the Hours and the amount of fuel a piece of equipment has on it when it is rented/leased to a client. This space has been a Text Box, with a blank box next to it so the information can be hand written in. Perhaps I'm trying to re-invent the wheel here, but I'm wondering if there is a way to attach a Data Box to Items, that will record this information to the Item, as well as show it the next time it goes out.

 

No there is not, you could use an item custom field, the problem with that is the number you type into the rental contract will not update the custom field for the item, so you would have to manually edit each item and change the hour reading

 

I would, also, like to have another Freeform Data box to record Unit # or Serial Numbers on each item on the Invoice, thus allowing us to use a generic item name "Forklift" and then specify which of the 95 forklifts it is in these fields. This does not matter if it records to the item.

 

An item custom field will work for this, after you create it, then in customize data layout you add that field check marked for screen and or print, in the column section.

 

If I'm asking for the impossible (which is what I usually do...) is there a way to create a custom Freeform Data Box to input Hours Out and Fuel Out, without it being attached to item, or a Customer?

 

In customize data layout, there are two fields titled Other 1 and Other 2.  You can rename them and use them on the template.  However you can not do any math with them in the template.

 

 


 

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