Rental module - setup & configuration

Topic overview

In order for the Rental module to perform the required functions for your business, the module must be properly setup and configured before you begin using it. You do not need to enable the module as you must be licensed for it and the module is enabled with the installation of your license codes. This section gives you the information required to perform the setup and configuration.

Please read and complete the following sections in the order presented to ensure the proper function of the Rental module:

Rental inventory setup

Create rental inventory in the Inventory and Purchases module

Define rental categories (Setup Tools> Configuration> Category Setup)
Create rental items (Inventory and Purchases> New Item)

□ Create serialized rental units

□ Create rental kits

Rental time period/rate/payment setup

Set rental rate parameters in the Setup Wizard {Setup Tools> Setup Wizard> Rental Settings (in Advanced mode)}

Rentals - specify business hours, rolling rental type, use of price schedules, specify invoice sub-type for the Renew Rentals report. If you want to charge up front for rented items you can enable options to allow items to be rented out on A and/or C type invoices. For your A/R customers the invoice appears on the statement, even if the items are still rented out. If the items are returned early or late, the clerk is given the option for refund or adding charges at that time.
Time Periods - structure one or more of these time periods; hourly, half day, full day, weekly and monthly.
Time Period Coverage - once time periods are set, check for overlapping or missing time periods.
Rules - set rules and specify calculations for rate types and associate rate types to inventory sub-categories.

Set prices for rental inventory in the Rental Rates tab for each rental item (Inventory and Purchases> Edit Item and select inventory item).
Setup credit card processing for renewals

Serialized rental parts print on Shipping Part labels. This includes both Barcode and WYSIWYG labels. The inventory item unit description field (Inventory Details window - Rental Unit tab) overrides the inventory item description when printing the shipping label.

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