# Epicor Rental Mangement (ERM)

**Epicor Rental Management (ERM)** brings equipment rental capability to the Epicor Kinetic platform. This is achieved using a seamless embedded strategy, which means there is no syncing or integration required between ERM and Kinetic. ERM leverages the same Kinetic database and existing Kinetic modules, including but not limited to Customer, Account Receivables and Maintenance Management.

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### Key features

ERM includes the following functionalities:

* Visibility of your bookings on a timeline
* Ability to create rental bookings grouped under agreements
* Ability to manage the logistics of the bookings with on and off-hire management
* Ability to streamline maintenance job creation when sending or receiving equipment
* Ability to create proposals that can serve as quotes to your customers without affecting equipment availability, while still making it visible in the visibility dashboard
* Streamline invoice generation

All the above is real-time connected to the Kinetic backend and allows the use of standard reporting.

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<figure><img src="/files/HGiAP7VlvolSXSnEdHd1" alt=""><figcaption></figcaption></figure>
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### Value of adding ERM to your process

At BISCIT, we believe that by introducing ERM to your Kinetic Ecosystem, you can gain the following advantages:

* Maximise the utilisation of your rentable equipment
* Complete visibility of assets across the rental lifecycle
* Enable proactive action to reduce the risk of lost revenue and lost equipment
* By leveraging the existing strength of Kinetic, like customers, equipment and maintenance templates, it fits in well with your existing solution design without needless duplication of systems
* Reduced the operational burden of running a separate system and maintaining an integration

### High-Level ERM Process Flow

#### High-level flow of an Agreement through ERM

<figure><img src="/files/BP8zvfCxZxoH4gFARSHf" alt=""><figcaption></figcaption></figure>

#### Without Category-level bookings

1. A proposal is created in ERM where equipment and charges are added with initial hire periods to show the costs.
2. The proposal can then be converted to an agreement (WON), or you can create the agreement from the start with the same format as the proposal.
3. Each equipment line on the agreement represents a booking, and during these bookings, can be progressed through the logistics journey of being sent out, returned, etc. via the logistics dashboard in ERM.
4. During the lifetime of an agreement, invoices are generated periodically as per the agreement setup. Lined (equipment bookings) and charges can be added to the agreement during the lifecycle.
5. At the end of the agreement, when all equipment has been returned and booking lines are closed, the agreement is considered complete.

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**NOTE:** Until the booking is "SENT", a specific piece of equipment assigned is not required to the Agreement. Instead, add booking lines by equipment category. Configure default pricing at the equipment category level to help the agreement give cost estimates. The logistic dashboard will require to select the actual piece of equipment before sending it to the customer.
{% endhint %}

#### Scenario: Categories are used instead of specific Equipment

<figure><img src="/files/8q9TArWePpFjNTnKn7rL" alt=""><figcaption></figcaption></figure>


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