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Open a joint rental from the customer record

View rentals on a customer record

Zenithron Handbook / Customers and sites

Coordinators and permitted service staff

Customers and sites

Build reliable company and location records.

What to do

  1. Open Customers and search before creating a new company. A name alone is not a reliable unique identifier.
  2. Open the customer record to review its details and visible sites. Use the available creation form to add a real site with the correct customer relationship.
  3. Add contact details only when needed for the service workflow. Confirm email and phone information rather than copying uncertain values.
  4. For a correction, use the available correction action and enter a meaningful reason. Review the saved record after submission.
  5. Use correction history to understand earlier changes. Older corrections opens earlier pages; Refresh corrections returns to the newest recorded changes.
  6. Use a name you recognize, for example Main workshop. Different sites may have the same name.
  7. Enter the service location address if known. You can leave it empty; do not guess.
  8. Saving was not confirmed. Keep this form open and retry this site save. It will not create the same action twice.
  9. This site is saved. To create a different site, start a separate entry. Names do not have to be unique.
  10. Add a device for this customer
  11. Add a device at this location
  12. Suggested details come from the record you opened. Check them before saving. Your own selections are kept.
  13. Resolve duplicate customer: Select the customer deliberately. Locations, contacts and closed cases remain with their original identity. Equipment, portal access, consents, imports and other dependencies must be handled separately. New device, location, contact, case and portal assignments to the duplicate are blocked. Correcting a name is a separate action.

Before you continue

Changing a name must not silently merge unrelated companies. Imported references and their source matter.

Site counts and search results reflect your access; engineers may see a narrower assigned scope.

Use your existing customer code if helpful. Leave it empty if you do not have one; no SAP number is required.

No records or permissions are transferred.

The outcome is unconfirmed. Retry with the unchanged displayed selection, reason and request key.

Questions and troubleshooting

A customer is missing from search?

Check spelling, filters, organization and role. Ask a permitted colleague to verify the record before creating a duplicate.

A site is attached to the wrong customer?

Use the supported correction or assignment workflow with a reason. Do not create a replacement record solely to hide an incorrect relationship.

Saving, stopping and returning

Retry keeps the same action. To change unconfirmed details, stop editing and check the site list first. Returning to this customer in the same open page can resume an unconfirmed save. After reloading or closing the page, check saved sites before starting another entry. Leaving or discarding the form does not delete a saved site. Your current role, organization and trial access are checked on every request.

Browse all topics · Resolve a problem

View rentals on a customer record

The customer view links a customer to their rental transactions. It requires the selected Rentals module, appropriate customer and rental permissions, and the feature enabled by your plan. This overview creates no invoices and performs no automatic actions.

  1. Open the customer

    Open the intended customer. The rental overview belongs to that exact customer record; similarly named or duplicate-marked customers are not automatically merged.

  2. Review transactions

    The overview shows up to 50 transactions: active dispatches and reservations first, followed by recently finished transactions. Check the total and any notice of further entries. This is not a complete audit history.

  3. Open the exact rental item

    Use the item link on the transaction. It opens the associated rental item even when it is absent from the limited item search. Check its current condition before performing an authorized action.

Why is the overview missing?

Ask your administrator to check the selected Rentals module, plan availability and your customer-read and rental permissions. Existing module settings are sufficient; no new privileges are granted.

Why is a transaction missing?

The display is limited to 50 entries. The total covers all matching transactions for this customer, not just visible ones. Other customer records are not included.

Why will the item not open?

An unavailable or inaccessible item is not replaced with a different one. Refresh and check your permissions; a loading error does not mean no transactions exist.

There is an uncertain save attempt

Opening the item must preserve existing recovery information. Check the original attempt’s status first and, if needed, repeat only that exact attempt. Opening triggers no automatic dispatch, return or retry.