Rental Agreement Walkthrough. Rental vs Purchase vs EZ Lease

Transcription

1 Rental Agreement Walkthrough Rental vs Purchase vs EZ Lease

2 TABLE OF CONTENTS / AGENDA Postage Machine Basics Meter vs Equipment Three Different agreement types Straight Rental Purchase/Lease EZ Lease Equipment Availability Type

3 POSTAGE MACHINE BASICS Meter (PSD) vs Equipment Every postage machine has a meter or PSD (Postal Security Device) inside of the equipment. The meter keeps track of the postage that is downloaded, used, and remaining on the device. The PSD is technically property of the USPS, but it is FP s responsibility to control and record their distribution. A PSD is located inside of each base and can never be purchased The base, or equipment, can be either rented or purchased. 3

4 STRAIGHT RENTAL VS PURCHASE/LEASE VS EZ LEASE Straight Rental The meter and base are rented from FP directly Depot service Exchange is handled through FP If the equipment is rented all attributes or accessories need to be rented Shipping charges incurred if sent direct to customer (no charge if shipped to Dealer) Purchase/Lease The meter is rented (required) and the equipment is purchased by the dealer and then sold to the customer. The equipment can be leased through Great America Financial Services and the rental passthrough amount included in the customer s lease billing Great America Financial Services is the only approved leasing company for FP The equipment can be leased through any other third party leasing company, but the customer will be billed directly from FP for the rental of the meter When sending in rental agreement, with a lease approval (if through GAFC), include either a PO from the dealer or a Dealer Attribute Purchase Order Form (discussed later) FP EZ Lease Preset structured pricing Free Shipping Lease document and FP Rental Agreement only required documents (No PO) Machine ships assigned to the customer Maintenance included 4

5 STRAIGHT RENTAL WALKTHROUGH All agreements should be sent to your Regional Folder: All Customer information needs be filled in 1 1 1) Distribution will be either Customer or Dealer ) These boxes tells FP that the address we have on file has changed 5

6 STRAIGHT RENTAL WALKTHROUGH FP has posted pre-populated Rental Agreements on the FP Dashboard for the most common situations, they are Packages A B or C on the Rental Package Matrix ) The term and monthly price need to be filled in ) The attributes need to be listed on the contract 3) Select a color 4) The billing type and frequency options need to be checked 6

7 STRAIGHT RENTAL WALKTHROUGH 1) The Authorized Representatives name needs to be printed as well as their signature placed in the respective spaces 4) List your company name and your FP Dealer Number ) The contract needs to be dated within 30 days of the date it was submitted. 3) The Customer s Tax ID needs to be included 7 5) If you select the Distribution to dealer then it will ship to the address listed in this section 6) If the customer s physical address is not in your assigned territory the contract would need to be noted as a split in the area above, listing the Servicing Dealer Number

8 STRAIGHT RENTAL WALKTHROUGH 1) Check the appropriate box that applies to the customer contract 3) The Lease Company section should be left blank. We do not allow rental equipment to be included on leases 5)The package code will be listed if you use the Pre- Populated agreements ) If it is an upgrade or renewal list their FP Customer Number. If it an upgrade list the customer s current model 4) If the customer has a Master Billing or Postage Account list them in the spaces provided 6) If the customer is Tax Exempt, FP will require the Tax Exempt form from their state sent in with the rental agreement 8

9 PURCHASE/LEASE RENTAL AGREEMENT AND DOCS With this type of sale, a rental agreement needs to be signed by the customer and the equipment needs to be purchased by your dealership. There are two ways to do this: Rental Agreement with Purchase Order (Ships live from FP) Rental Agreement with a Dealer Attribute Purchase Order Form (Installed from your Inventory) The Attribute form can be found on the FP website by logging in and Going to the FP Dashboard Products Postbase The rental bills can be included in GAFC lease or billed directly to the customer. If the customer is on a Great America lease then a lease approval noting the monthly passthrough amount needs to be included in the additional comments section Since the equipment was purchased any attributes or accessories need to be purchased, as well, and should not be listed on the Rental agreement Orders coming from your inventory can be submitted to dfc@fp-usa.com If using a PO they should be sent your local Regional Folder: oewest@fp-usa.com oeeast@fp-usa.com oecentral@fp-usa.com 9

10 PURCHASE ORDER OPTION The purchase order is created by your dealership and sent with the rental agreement Include a PO # (optional) Note a shipping method This needs to match the Deliver To: selection on the Rental Agreement 10 List all purchased equipment along with the current pricing for each item number

11 PURCHASE/ LEASE WALKTHROUGH All customer information needs to be filled in ) Distribution will be either Customer or Dealer if using a PO ) If sending in an attribute form select Fulfilled from Dealer Inventory 3) These boxes tell FP that the address we have on file has changed 11

12 PURCHASE/ LEASE WALKTHROUGH The D or Dealer PSD packages should be used from the Rental Package Matrix ) The term and monthly price need to be filled in ) Only the meter, Unlimited resets and rategaurd should be listed under the rental info 3) The billing type and frequency options need to be checked 1

13 PURCHASE/ LEASE WALKTHROUGH 1) The Authorized Representatives name needs to be printed as well as their signature placed in the respective spaces 4) List your company name and your FP Dealer Number ) The contract needs to be dated within 30 days of the date it was submitted. 3) The Customer s Tax ID needs to be included 13 5) If you select the Distribution to dealer then it will ship to the address listed in this section 6) If the customer s physical address is not in your assigned territory the contract would need to be noted as a split in the area above listing the Servicing Dealer Number

14 PURCHASE/ LEASE WALKTHROUGH 1) Check the appropriate box that applies to the customer contract 3) Great America is the only Authorized leasing coming for FP. Please list it here. A lease approval should be submitted too 5)The package code will be listed if you use the Pre- Populated agreements ) If it is an upgrade or renewal list their FP Customer Number. If it an upgrade list the customer s current model 4) If the customer has a Master Billing or Postage Account list them in the spaces provided 6) If the customer is Tax Exempt, FP will require the Tax Exempt form from their state sent in with the rental agreement 14

15 PURCHASE/LEASE WALKTHROUGH Example of a Lease approval from Great America Meter rental Pass-through $

16 DEALER ATTRIBUTE FORM This form is used when fulfilling an order with equipment that was ordered online and taken from your inventory 1 1) List the customer information. The account number section can be left blank if it is a new customer ) Enter the serial numbers of the equipment you are installing 16

17 DEALER ATTRIBUTE FORM (CONTINUED) 1 Select an attribute package Fill in your dealer information and sign the form 3 You can fill in an PO (optional) 17

18 FP EZ LEASE WALKTHROUGH The forms submitted need to include: EZ Lease lease agreement EZ Lease Rental agreement All documents are submitted to There is no credit application for an EZ Lease. The completed documents listed above act as one Once the documents are submitted, our banking partner will review the customer s credit history. Once the customer is approved for credit they will send the documents, including a lease approval, directly to our Order Entry department. We will notify the dealer that the credit approval was received and the agreement will be processed shortly 18

19 FP EZ LEASE AGREEMENT The EZ Lease forms can be found by going to the FP Dashboard Pricing and Policies EZ Lease Pricing or by going to 1) Fill in the customer s 3) This a dropdown 4) Agreement ) List your full legal name and menu that allows you Number section company s name address to select the different is left blank // ) Enter the Term (63,51,39) and the corresponding price 6) Add-On items are placed on this line

20 EZ LEASE WALKTHROUGH All customer information needs to be filled in 1 1 1) Select the Distribution (can only be Customer or Dealer ) These boxes tells FP that the address we have on file has changed. 0

21 EZ LEASE WALKTHROUGH 1) Select the correct Term of Contract ) Select from the drop down menu the correct item number for the package 3 1 3) If there are Add-On items list them on these lines (including settlement amount) 1

22 EZ LEASE WALKTHROUGH 1) The Authorized Representatives name needs to be printed as well as their signature placed in the respective spaces 4) List your company name and your FP Dealer Number ) The contract needs to be dated within 30 days of the date it was submitted. 3) The Customer s Tax ID needs to be included 5) If you select the Distribution to dealer then it will ship to the address listed in this section 6) If the customer s physical address is not in your assigned territory the contract would need to be noted as a split in the area above listing the Servicing Dealer Number

23 FP EZ LEASE AGREEMENT (CONTINUED) 1) Check the appropriate box that applies to the customer contract 3)EZ Lease should be entered here 5) Match the package code from the drop down menu under PURCHASED EQIPMENT INFORMATION (above) ) If it is an upgrade or renewal list their FP Customer Number. If it an upgrade list the customer s current model 4) If the customer has a Master Billing or Postage Account list them in the spaces provided 4 6 6) If the customer is Tax Exempt, FP will require the Tax Exempt form from their state sent in with the rental agreement 3

24 RENTAL VS PURCHASE VS EZ LEASE DIAGRAM RENTAL ONLY BOTH PURCHASE, LEASE, EZ LEASE ONLY POSTBASE MINI POSTBASE 0 POSTBASE 30 POSTBASE 45 Semi-Auto POSTBASE 45 AUTO, 65, 85 CENTORMAIL 10, 140 4

25 Thank You! Dealer Support