Step 1: Configure a rental category
  • 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
  • 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
  • Open an estimate.
  • Add the rental product code: e.g. CREN.
  • In the rental window, next to the “start date”, click the “Now” button.
  • Click on the door to exit.

Step 4: Equipment return
  • 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.