Step 1: Configure a rental category in your rental tool software

• In the inventory window, click on the magnifying glass to the right of the category to open the category management tool.
• Click on the “+” to add a category.
• Enter a category number: e.g. 650.
• In the category type scroll menu, select “Rental”.
• Add a description: e.g. Tool rental
• Save.

+ - Step 2: Create a rental product code in your rental equipment software Click to collapse

• Click on the “+” to add a product.
• Enter the category number: e.g. 650.
• Generate a unique product code: e.g. CREN.
• Add a description: e.g. Tool rental
• Complete the rental price list in the “Rental” tab.
• Save.

+ - Step 3: Add a rental product code in the Point of Sale Click to collapse

 

• Open an estimate.
• Add the rental product code: e.g. CREN. ( Ex Care Rental )
• In the rental window, next to the “start date”, click the “Now” button.
• Click on the door to exit.

+ - Step 4: Manage equipment and tool return in your rental software Click to collapse

• Open the same estimate.
• Click on the line with the rental product code: e.g. CREN.
• In the rental window, next to “end date”, click the “Now” button.
• If needed, select the options in the check boxes.
• Click on the green button.