Rental - Overview

Under this Sub-Tab, you can create, edit and delete Rentals.

As a standard, if you create a subscription, the Rental Period is “YEAR” (annual-based).

Setting up a new Rental

Create a new Product

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).

Creating a new Rental

Once you set up a new Product, you can start the process of creating a new Rental.

→ Click on this button to create a new Rental:

Click this Checkbox to create a new Rental (e.g. annual/monthly rentals):

Define a Rental Article and Product - these are usually the same, used at the POS and in the Back-Office, so define the same Product for both:

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:

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:

Location, Entry-Date and Memo are optional:

• 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

Tick the Checkbox next to Enabled, so each Rental/Subscription Object can be immediately assigned to Customers.

Click on “Add” to finalize setting up the new Rental/Subscription Objects for the new Rental:

Click on the new Rental:

Below the chosen Rental, there will be a table under “Subscription Objects”.

In this table, you can see the system automatically added numbers after the “-”, to efficiently and easily comprehend the newly enumerated Rental/Subscription Objects:

Subscription details - managing the Rental/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.

Rental/Subscription Objects - creating, editing, deleting and assigning them

This Sub-Tab lists the chosen Rental’s Rental/Subscription Objects, which you can manage here.

→ 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:

→ Click on this button to save the changes (e.g. an object is damaged and can only be rented at a later date):

→ Click on this button to delete a Subscription Object:

Since we don’t want to delete any of the new Subscription Object, we cancel:

Assigning a Rental/Subscription Object to a Customer

→ Click on this button to start assigning a Rental/Subscription Object to a Customer:

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:

Define the following checkboxes the way you require it for the Customer’s periodic billing template

→ Checked by default, adds the Billing Product of the Rental to the Customer’s periodic billing template.

→ Checked by default, sets the date of the “Next Billing”-cycle to the beginning of next year (e.g. 2024-01-01) in the periodic billing template of this Customer:

→ Tick this Checkbox if you want to automatically create a POS-Ticket at the chosen POS Group:

Assign a Billing Template Category - this is very useful if you have multiple Sellers or/and different billing cycles, so Rentals can be billed separately or together with the membership fees:

Define an optional Note:

If defined, a note is shown separately to the Memo of the Rental/Subscription Object in Customers & CRM:

→ Click on this button to finish assigning a Rental/Subscription Object to a Customer:

If there is a name next to the Rental Object, you have successfully assigned this object to a Customer:

Terminating a Rental subscription

→ Click on this button to start the termination of a rental subscription:

Define an End Date - if you define it in the past, the subscription will be immediately terminated:

Click on this button to manually end a subscription with the chosen End Date:

Subscription Articles

This shows the general information of the Product (=Subscription Article) billed if you assign a Rental/Subscription Object to a Customer:

Currently available

This Sub-Tab shows all the currently available Rental/Subscription Objects for this Rental:

Those who are assigned will not show up, meaning, you can only assign unoccupied ones in this overview.

Currently Not Available Objects

This Sub-Tab shows all the currently unavailable Rental/Subscription Objects for this Rental:

Those who are not assigned will not show up, meaning, you can only terminate subscriptions in this overview.

All Objects

This table-overview shows all Rental/Subscription Objects of the Business Unit individually:

This overview shows you all Rental/Subscription Objects of this Business Unit. It shows:

• Display Name

• Location

• Description

• Customer

• End (if defined)

• Entry Date