Usage

Configuration and management tasks relating to rentals can be found under the [Sales] main menu item.

Making products rentable

Before you can add a Product to a Rental it must be marked as rentable. Only the types assets or service can be marked. When you do this you will also be able to set some additional properties such as the Rental Unit and the prices the product is normally rented at. You can also specify if the rental duration is per day or not.

Creating a rentals order

Creating a new rental order is simply a matter of creating a new Rental and adding the lines for the rented Products. Most of the fields are optional or have sensible default values.

Tip

The rental’s reference field is intended to be used to keep track of the customers reference for the rental. This can be filled in at any time even when the rental is done.

Changing a rentals order

The Rental needs to be in draft state in order to change the values in most of the fields.

There are also few fields, such as the Party and Currency, which become read-only when any lines are added to the order.

Making a quotation

A draft Rental can be set to a quotation state waiting to be confirmed.

Note

The rented products are reserved by creating draft Stock Moves.

Pickup products

Any products that are rent must be picked up to start its rental period. To pickup products, you must launch the Pickup wizard and set the picked quantity for each product.

Return products

Any picked products must be returned to be invoiced. To return products, you must launch the Return wizard and set the returned quantity for each product.

Invoicing a rental

Once products have been returned, you can generate an invoice by clicking on Invoice button. When the last product is return, the last invoice is generated automatically.