The Sales/Hire tab in the Customer Overview provides a quick view of a customer's recent sales/hire records, account balance information, and sales-related alerts.

The Sales/Hire tab displays up to the 100 most recent sales/hire records for the selected customer.

The list can include information such as:

• Sent or payment status

• Date

• Reference number

• Status

• Hire dates

• Total

• Balance

• Customer PO

• Reference

Additional columns, such as Event Date, Bond, Branch, Continued From, and Rolled To, may also be displayed depending on your HirePOS configuration.

Click a column heading to sort the list in ascending or descending order.

You can select the View icon to preview a sales/hire record, or select the record itself to open it.

If the customer has 100 or more sales/hire records, HirePOS displays a message at the bottom of the list:

Only the most recent 100 sales records are displayed.

Select View all sales records to open Sales/Hire > Find Sales/Hire with the customer filter already applied.

You can also open Sales/Hire > Find Sales/Hire directly whenever you need more advanced searching and filtering.

The Sales/Hire tab also displays the customer's:

• Credit Limit

• Balance Due

If the customer has exceeded their credit limit, HirePOS displays a warning.

If the customer is on Stop Credit, a warning displays their outstanding balance and the option to create a new sales/hire record is hidden.

Any Sales Prompt configured for the customer is also displayed.

After selecting a customer, use the available buttons to create a new sales/hire record.

Depending on your user permissions, you may see:

• New Booking and New Invoice

• New Quote and New Reservation for users restricted to quotes and reservations

The selected customer is automatically assigned to the new record.