1. Outward Dispatch Flow
Centering sheets, spans & jacks dispatch
When dispatching centering sheets, spans, or jackies to a contractor site:
- Select customer and delivery site.
- Add equipment items with requested quantities. System verifies available stock.
- Review daily rent rates, deposit per unit, and minimum rental period (default 30 days).
- Click Generate Challan to create official dispatch document.
- Print or download the PDF delivery challan for driver signature.
2. Inward Return & Inspection
Site return check-in & condition grading
When rental equipment returns from a site to the yard:
- Open Record Inward and pick the customer.
- Select the active outward lines being returned.
- Record condition breakdown: Good, Damaged, Broken, or Lost.
- System calculates rental days automatically using calendar inclusive rules.
- Damage & lost replacement fees are calculated automatically.
3. Invoicing (Return vs Period)
Final return closing & running monthly invoices
Two distinct billing modes are supported:
- Return Billing: Generated from inspected unbilled inward receipts. Closes out the rental cycle.
- Period Billing: For long-running projects still on site. Generates monthly rental charges and advances billed-upto date.
- Apply loading, unloading, security deposit offsets, and GST (CGST/SGST 18% or IGST).
4. Collections & Customer Ledger
Cash, Bank, UPI, advances & SOA generation
Staff can record payments and manage balances:
- Record receipts via Cash, Bank Transfer, UPI, or Cheque.
- Allocate payments directly to open invoices, or keep as Unapplied Advance on-account.
- Apply unapplied advances to invoices whenever convenient.
- Generate and download official PDF Statement of Account with running Dr/Cr balance.
Need Administrator Support?
For access permission updates, audit trail queries, or fiscal year rollovers, contact the system administrator.