Flex Customer Success Team

1. Community
2. Quotes
3. Issues uploading Terms & Conditions.

Hey Justin, Your file might be bigger than it needs to be due to the software you're using. For example, Microsoft Word can save files as RTF documents, but they tend to be significantly bigger fil...

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• Flex Customer Success Team
• March 29, 2023 20:58
• 0 votes

1. Community
2. Inventory Types and Settings
3. Removing Inventory items when Lost/Damaged.

Hey Justin, I generally recommend running the OOC commission report as often as you feel is necessary, maybe once per quarter or once per year, storing the report either digitally or physically, an...

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• Flex Customer Success Team
• March 29, 2023 20:47
• 0 votes

1. Community
2. Quotes
3. When creating a Rental PO, my tax rule doesn't work.

Hey Justin, Your standard 'Sales Tax' rule works because you're using the Sales Tax Category of 'HST'. Your 'HST' Sales Tax Rule is not working because it does not have a Sales Tax Category and the...

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• Flex Customer Success Team
• March 29, 2023 20:42
• 0 votes

1. Community
2. General Discussion
3. Purchase Orders (PPO) - Closing

Hey Bob, You can add a Workflow Action to your POs that allow you to directly move the document into a closed Status without receiving them. If you need any help with this, we have training availab...

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• Flex Customer Success Team
• March 29, 2023 20:37
• 0 votes

1. Community
2. General Discussion
3. Creating a PO by Scanning Items?

Hey Ian, Flex5 does not currently support scanning items to documents outside of a scanning screen. This functionality was available in our older interface of Flex4 but received a lot of backlash f...

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• Flex Customer Success Team
• March 29, 2023 20:34
• 0 votes

1. Community
2. Quotes
3. creating a new quote

Hey Robert, The Open/Closed setting when creating a Quote is a common misunderstanding. It initially says closed because the Quote technically isn't created at that point. As soon as you press 'Ok'...

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• Flex Customer Success Team
• January 24, 2023 15:32
• 0 votes

1. Community
2. Flex5 Feature Requests
3. Google Calendar link to flex page

Hey Andrew and David, Our team is currently looking into the logistics of implementing this feature in addition to the possibility of automatically attaching a PDF of the report to the calendar eve...

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• Flex Customer Success Team
• December 27, 2022 20:27
• 0 votes

1. Community
2. Inventory Types and Settings
3. Retail Quantity Not Changing

Hey Andrew, Please reach out to training@flexrentalsolutions.com with your Flex instance ("company".flex) and let me know exactly which expendable items you're having issues with so I can look into...

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• Flex Customer Success Team
• July 27, 2022 14:58
• 0 votes

1. Community
2. System Settings
3. Flex5 Services Questions

Hey Olivia, 1. I haven't personally seen this type of pricing used with any companies yet, but it is definitely possible. What I would recommend is setting up a Pricing Model called something like ...

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• Flex Customer Success Team
• July 27, 2022 13:40
• 0 votes

1. Community
2. Inventory Types and Settings
3. Campo notas

Hola, Comuníquese con support@flexrentalsolutions.com y proporcione el nombre de su empresa para que podamos investigar esto más a fondo.   Gracias, Nick Nazario - Customer Success Associate

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• Flex Customer Success Team
• June 01, 2022 21:50
• Edited
• 0 votes