← YR Rental Process Diagrams

Yard Ramp Rental — Zoho CRM Architecture

How equipment records and sales orders work together

🏗️
YR Equipment
1 record per physical ramp
  • Serial Number
  • Genius ID (ERP link)
  • Current Customer
  • Rental Status
  • City / State
📋
Sales Orders
Initial Order + monthly charge clones
  • Account / Contact
  • YR Equipment (lookup)
  • Rental Start Date
  • Notification of Contract End
  • Rental Order Type
← YR Equipment lookup links them →
Rental Status
Available
At hub, ready to ship
🔒
Checked Out
On rent at customer
Order Types
📌 Initial Order
  • Created at rental start
  • Holds all rental dates
  • Notification of Contract End tracked here
  • Master / provenance record
🔁 Monthly Rental Charge
  • One per billing month
  • Cloned from prior month
  • YR3 auto-links to Initial Order
  • YR3 copies YR Equipment lookup
⚡ Automatic Rules — No Manual Updates Needed
YR1 — CHECK OUT
When: ramp assigned to Initial Order
Marks ramp Checked Out
YR2 — RETURN
When: Notification of Contract End is set
Marks ramp Available — ready to re-rent
YR2b — REVERSAL
When: Notification of Contract End is cleared
Puts ramp back to Checked Out if no pickup yet
YR3 — MONTHLY CLONE
When: Order Type set to Monthly Rental Charge
Auto-links to Initial Order + copies YR Equipment lookup
YR4 — PICKUP ESCALATION
When: 10 days before Pickup Required By (Standard 30-Day only)
Auto-escalates Pickup Type to Customer Hard Date
Equipment record = the physical ramp
Sales Order = the rental contract / billing
YR Equipment field = the link between them