United Rentals

Let's walk through the process for handling a customer like United Rentals. They're a key account, so understanding this workflow is important.

Here is a simple breakdown of which tools you'll use to work these orders:

Conexiom - Freshdesk  - OMS (Order Management System)

Account Requirements:

Main account number:  515000

OMS/Manual: OMS

Time limit: 2 hours

Confirmation email needed: NO 

Pricing Validation needed: NO

Backorders accepted: YES

IBT's Accepted: YES

Multiple Invoices allowed: YES 

Nam/Ram:  - 

Pricing File: - 

Email Template:  NO

Email Contacts:  - 

Notes: Return Policy is 1yr