Build Secure, Profitable Deals with Unmatched Speed​

Your ordering and billing process is the engine of your rental business. It needs to be fast, flexible, secure, and intelligent. EasyRAM’s Order Management module is more than just a quoting tool; it’s a complete, end-to-end commercial hub designed to handle every possible scenario, from a simple point-of-sale transaction to a complex, multi-location hybrid rental.
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Intelligent Quote Creation: Powerfully Simple

We believe a powerful interface shouldn’t be intimidating. Our quote creation workflow is a masterclass in progressive disclosure, guiding the user through a complex process in simple, logical steps.

Start with What Matters
The process begins with a single, clean field: selecting the Account. Our predictive search instantly suggests clients, displaying their verification status (the green “seal of approval”) so you know from the first click if you’re dealing with a trusted partner.
Automated Data Population
Once an account is selected, the form intelligently expands, automatically populating all the relevant fields—Billing Contact, Address, Payment Terms, Insurance Policies—directly from the client’s profile. Your team doesn’t waste time on redundant data entry; they just confirm the details.
Real-Time Inventory Checks

As you add items to the quote, EasyRAM performs a live availability check across your entire network. The search results clearly show the quantity available at the primary warehouse and at other locations, and even flags items that are completely unavailable, preventing you from ever quoting something you can’t deliver.

Proactive Risk Management at the Point of Sale

Before an order is ever placed, EasyRAM acts as your first line of defense, ensuring every deal is not just fast, but also secure.
Automated Pre-Quote Checks
Your business rules are automatically enforced. If an account’s insurance policy is expired or their identity hasn’t been verified with IDScan.net, the system can be configured to flag the user or even prevent a quote from being created, eliminating risk before it starts.
Client Portal for Secure Approval
Move beyond insecure email attachments. Send a professional proposal to our interactive client portal where customers can review, request changes, and provide formal, digital acceptance, creating a clear and auditable approval history.

Sophisticated State Management for Real-World Scenarios

The rental business isn’t always linear. Our system understands the difference between a rough draft and a confirmed deal, giving you the flexibility to manage every stage.

Drafts

Save a quote as a Draft to work on later, allowing you to fine-tune details before finalization.

Holds

Move a quote to a Hold state to temporarily allocate inventory while awaiting a client’s purchase order, preventing other representatives from double-booking the gear.

Orders

Once a quote is confirmed, convert it to a formal Order with a single click, formalizing the agreement and initiating the rental process.

Exception Handling

The system provides at-a-glance visual cues for complex orders. A user can instantly see if an item needs to be transferred from another warehouse, is awaiting arrival from a sub-rental, or has a conflict, allowing them to proactively solve problems.

Flexible Payment & Billing

Getting paid should be the easiest part of the process. EasyRAM’s billing and payment workflow is designed to be as flexible as your business.

Multiple Payment Options
Take payment any way you need. Our system supports using a Credit Card on File, entering a new Credit Card, processing an ACH transfer, or handling an in-person Point of Sale (EMV) transaction at the dispatch counter.
Dynamic Invoicing
Our invoices aren’t static documents. They adapt to the realities of the rental. If a client extends a rental or returns an item damaged, the charges can be added to the open invoice before final billing, ensuring every cost is captured accurately.
Automated Financials

The system automatically calculates and applies the correct tax rules, pre-set discounts, and any late fees, eliminating manual errors and ensuring every invoice is perfect.

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