Please select from one of the following options below to complete a TCR for an existing RV Lease Agreement:
- Adding a Guest to RV Lease Agreements
- Adding an Occupant to RV Lease Agreements
- Removing a Guest or Occupant from Existing RV Lease Agreement
Adding a Guest to RV Lease Agreements
A guest is a person who is a responsible party on the RV Lease Agreement.
- Navigate to the active long-term agreement in NetSuite (Lease Operations > RV Lease Agreement > List.
- Click the Guest Details tab on the left sidebar
- Click Add Guest as shown below:
- Enter search terms (name, phone number, etc) of the new guest and click Search.
- A list of results will populate. Click Add next to the name of the new Guest.
- Please note, if the new guest does not appear in the search results, click New Customer to add their information.
- Once done, click Submit.
- Once done, the new guest will appear as a co-guest within the Guest Details
Adding an Occupant to RV Lease Agreements
The following directions will assist you in adding Occupants to Lease Agreements
Note: this will not generate new paperwork. In the event someone needs to be removed from an agreement, a new agreement must be created.
- Navigate to the active long-term agreement in NetSuite (Lease Operations > RV Lease Agreement, > List)
- Click the Guest Details tab on the left sidebar
- Click the Occupant Details sub-tab, then click Add Occupants.
- Enter search terms (name, phone number, etc) of the occupant, then click Search.
- A list of results will populate. Check the box next to the new occupants name, select their relationship to the primary guest from the drop-down menu, then click Submit.
- Please note, if the new guest does not appear in the search results, click New Customer
- The new occupant will now appear within the Occupant Details as shown below:
Removing a Guest or Occupant from Existing RV Lease Agreement
Note: Only co-guests (non-primary_ can be removed from NetSuite details. There is no restriction on removing occupants.
- Navigate to the active long-term agreement in NetSuite (Lease Operations > RV Lease Agreement, > List)
- Click the Guest Details tab on the left sidebar
- Click the Guest Details sub-tab or the Occupant Details sub-tab, as shown below.
- Hover over the name of the guest/occupant to remove, then click the X icon, as shown below.
Comments
0 comments
Please sign in to leave a comment.