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 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. ( 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
  • 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.



Tools and equipment software management helps shop manage their business operations better and make create a profit center.