Rental customers can update their purchase order, which was assigned when the rental order was created. The PO can be updated in T3 or on the EquipmentShare website.
Updating a Purchase Order in T3
From the T3 Fleet web app, select Rentals (new) from the left menu.
Locate the Rental Order from the table.
Select the Actions ellipsis and then Assign PO.
Select from the dropdown list of existing Purchase Orders for your company.
If the PO doesn't exist, select create a new one.
Enter the details of the new PO and then select Add Purchase Order.
The Rental Order will be updated with the new PO.
Updating a Purchase Order on the EquipmentShare website
Log into Your Rental Account.
Don't have an account? Set one up.
From the profile icon, select Account.
Select Order History & Rentals.
Select the Active tab which will show all your rentals.
Select the action ellipsis next to the order that requires updating.
Select Purchase Order.
Complete the Add or Edit Purchase Order window details and select Save Changes.
Comparing your Spending with your PO Budget
The T3 system will keep track of your costs by PO with each invoice you are billed. Using T3's Analytics web app, you can see insights on your spending by PO and compare it with your established budget.
Log into T3's Analytics web app.
From the search bar in the left menu, type "rental".
Select the Purchase Order Budget & Spend Report under Purchase Orders.
Within the dashboard's filter across the top, select your PO from the dropdown options. The dashboard will display the data insights for your PO.
Check the percentage to see how much of your budget remains.
See a bar graph comparing your total spend vs. budget.
Along the bottom, see all the invoices for the PO.
Another helpful report is the Rental Management Dashboard, which can be found by searching "rentals" from the search bar.
Within the dashboard's filters, select PO in the View Spend/Utilization By filter.
From the PO field, select one of your POs. The dashboard will load automatically with your data.
Review a comparison of spend vs. budget.
Interested in T3's rental management solution? Find out more and request a demo.