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First of all, a Product needs to exist for the new Rental, which is automatically added to the Billing template of the Customer renting any associated Rental/ Subscription Object.
Make sure to define the chosen Product’s period (if applicable) to the billing cycle you want to use (e.g. every year for a Rental the Customer pays annually and thus is being rented the whole year).
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Click on Next to advance to the next step - setting up the individual Rental/ Subscription Objects:
Click on Automatic to create a couple Rental/ Subscription Objects at the same time, saving a lot of time:
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Define a general Display Name (used for each individual Rental/ Subscription Object) - please note the Description in the shown screenshot to see why we do this:
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The location should relate to the correct Business Unit of this Rental
An optional Entry Date can help if you set up Rental/ Subscription Objects in advance in the system
A Memo can be defined and is shown under Customers & CRM - Rented article
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Tick the Checkbox next to Enabled, so each Rental/ Subscription Object can be immediately assigned to Customers.
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Click on “Add” to finalize setting up the new Rental/ Subscription Objects for the new Rental:
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In this table, you can see the system automatically added numbers after the “-”, to efficiently and easily comprehend the newly enumerated Rental/ Subscription Objects:
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A Memo for a Rental/ Subscription Object, if the assigned one has one defined, is directly shown under Customers & CRM - Rented articles: |
Subscription details - managing the
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Subscription Objects
There are 4 sub-tabs available for you to create, manage, edit and delete your existing Rental/ Subscription Objects.
This is where you create, edit, delete and assign Rental/ Subscription Objects - we will now take a look at the functions of each sub-tab in-depth.
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Subscription Objects - creating, editing, deleting and assigning them
This Sub-Tab lists the chosen Rental’s Rental/ Subscription Objects, which you can manage here.
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→ Click on this button to add a new Rental/ Subscription Object (e.g. an additional locker):
Define the new Rental/ Subscription Object:
→ Click on this button to save the new Rental/ Subscription Object:
→ Click on this button to edit an existing new Subscription Object:
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Since we don’t want to delete any of the new Subscription Object, we cancel:
Assigning a
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Subscription Object to a Customer
It is easier to assign Rental/ Subscription Objects in Customers & CRM, directly under the Customer - this way, you can not accidentally choose the wrong Customer.
Still, you may choose to assign them here if you wish to do so.
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→ Click on this button to start assigning a Rental/ Subscription Object to a Customer:
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Search for a Customer and, if you want, change the Rental Object (= Subscription Object):
Define an “End Date” to end a subscription (and not be billed anymore) in advance - automatically:
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Naturally, the Customer can pay individually even without a created POS-Ticket after assigning a new Rental/ Subscription Object, so this is merely optional - what matters the most are the 2 checkboxes prior for your annual billing cycle(s). Be sure to always check and adjust the periodic billing template to double check, if in doubt. |
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If defined, a note is shown separately to the Memo of the Rental/ Subscription Object in Customers & CRM:
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→ Click on this button to finish assigning a Rental/ Subscription Object to a Customer:
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If there is a name next to the Rental Subscription Object, you have successfully assigned this object to a Customer:
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This shows the general information of the Product (=Subscription Rental Article) billed if you assign a Rental/ Subscription Object to a Customer:
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This Sub-Tab shows all the currently available Rental/ Subscription Objects for this Rental:
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This Sub-Tab shows all the currently unavailable Rental/ Subscription Objects for this Rental:
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This table-overview shows all Rental/ Subscription Objects of the Business Unit individually:
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This overview shows you all Rental/ Subscription Objects of this Business Unit. It shows:
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