The area of the system where you'll create your Rentals is the Register. Begin by logging into the system and then on the left side of our blue Admin Toolbar, click Register icon.
Entering a rental is very similar to completing a normal transaction. Rentals can be initiated in two ways. In both cases the customer's name must be entered first. Please note, the system will not allow a rental without customer information.
The first method of entering a rental item is to press the blue Rental link in the register. The second option is entering a unique rental item in the Product Title/SKU search field as shown below. Please note, that a rental item will be displayed with two horizontal arrows next to it identifying the item as something that is available to rent.
When the rental module appears, you’ll see the customer is added to the rental already and additional renters can be added for families or groups. If the customer is picking the item up now, click on the calendar icon and choose the return date and time from the available slots. If the customer is picking up the rental at a later date, press the blue Change to Reservation button and select the Pick Up and Return date(s) and time ranges.
Items can be added by using the search box below the Renter’s name or by scanning/entering the item number, or by pressing the white Browse button. Once an item is entered to rent, you’ll see the calendar appear with the available days and inventory counts. If there are any accessories attached to the item you’ll see a small window appear. If any of the accessories are needed, click on them to add them to the rental item then press the white Close button at the bottom or click on the main screen to exit. The rental item and its accessories will have their available dates shown to the right.
Additional renter's orders can be added at any time by pressing either of the white buttons below the search box and subsequently their name(s) can be edited by pressing the blue Pencil icon next to their name.
If renter information is required for any of the items there will be a green Renter Info button at the bottom of the page that is required before the rental can be saved. These are configured in the Rental Settings. If a waiver/agreement is required, you can print that off at any time by pressing the white Print Waiver/Agreement button, which will open the waiver up in a new printable tab.
You can also configure some options for this Rental window by clicking the gear-shaped button in the upper right of the window. Try different settings to see which configuration will work best for you:
Once the rental has been completed, the details of the rental will be displayed in the Register and can be checked out. To submit a deposit, click the four small purple buttons next to the rental item and choose either cash or card. Please note, the deposit is done separately in the line item and then the main rental payment is done the normal way for a transaction.
Deposit Method (Rental Pickup):
Full Payment Checkout (Reservation):
You can edit the rentals prior to checkout by clicking the orange Edit button in the Rental line-item.
Returning/Exchanging Rental Items
You can run returns on Rental transactions by scanning the receipt barcode or by pulling the customer’s name up in the register and clicking on the rental icon in the top right to find their rental transaction. Next to each rental transaction will have a gray Return button. Click on that to begin the return process. Upon return of Rental items, any late fees are automatically calculated. The sales clerk may edit the pricing. Any late fees and/or additional purchases, are subtracted from the rental deposit.
Additionally, details of any rental may be found in the Rental Status or Rental Calendar icons under the POS menu item in the blue navigation bar. Clicking on any rental item will pull up its full details, including renter contact information, dates/times, price, and item details.
In addition to viewing rental statuses, you can also return or exchange items by pressing either the white Open in Till button (for exchanges or edits) or the blue Return button (for full or specific item returns).