Zoho Sales Orders
New Yard Ramp Rental: Sales Entry
For a new Yard Ramp rental, complete only the four fields below. The priority is an accurate Estimated Rental Months value.
!
Use this for a new Yard Ramp rental only. Do not use this checklist for a monthly rental charge or a purchase order.
What Sales Needs to Enter
1
Type of Equipment Rented
Select Yard Ramp.
2
Initial or Follow-up Order?
Select Initial Order.
3
Estimated Rental Months
Enter the customer’s expected rental term. This is the priority field.
4
Autocharge Approved?
Future requirement: select the approved payment method when applicable.
Where to Enter Them
Equipment Rental DetailsBlue = current required entry · Green = reporting priority · Orange = future requirement
