Create a rental on the platform

Here is how to create a rental for a given product, customer, and period on the platform. The operation is broken down into 6 steps, which are detailed below.

Click on the "+" in the header of your dashboard OR Go to the Rentals - Rentals menu. Click on the "New Rental" button.

OR click on the "phone" Which represents the webapp. Then click on "new rental"

Product Step

To select the product to be rented, indicate its category.

You can then search for or select the product. The search can be performed by the product name or SKU. Products matching your search are then displayed a little further down. Select the product of your choice. A confirmation pop-in appears: Select the desired offer:

• Hourly rental,
• date-to-date rental
• or subscription.

NB: if multiple offers have been created for the product, The complementary products available for this offer are suggested in this pop-in. You can select them or not, then confirm your choices.

Period Step - For an hourly rental

Determine the start date of the rental, then refine the time slot (start and end of the rental). Then click on "Add to cart".

Period Step - For a date-to-date rental

Select the rental start date, then the rental end date. Click on "Add to cart".

Period Step - For a subscription rental

Select your subscription rental offer. Click on "Add to cart".

Empty the cart

From the "Period" step, and at all subsequent steps, you can empty the cart by clicking on the "Empty cart" button at the top right.

Cart Step

At this step, a summary of the cart is displayed. If you have created custom fields for your rentals or products, they appear here and you can fill them in. Mandatory custom fields will be flagged if you attempt to proceed to the next step without filling them in. Click on "Add another product" to modify the contents of your cart, or on "Continue" to proceed to the next step.

Customer Step

Select or create the customer making the rental. To search for them, you can enter their name or email. To create a new customer, click on "New customer". Once you have selected or created your customer, click on the "Continue with this customer" button. Do you want to change the customer? The "Change customer" button allows you to go back to the previous step.

Pickup Method Step

The last step before payment allows you to select the pickup method for the rented product. The available pickup methods are presented — select the one that suits you.

For in-store pickup:

• Enter the postal code of the pickup location
• Or use the geolocation feature if the pickup location is close to where you are.

For home delivery:

1. Select the customer's delivery address
2. Then choose a carrier: the associated cost is displayed as an indication.

In the case of in-store pickup, if a product is temporarily unavailable, the date on which it will be available is indicated.

And if the rental start date does not respect the pre-rental start delay defined in your configuration, a message will inform you.

Good to know: no technical block prevents you from continuing the rental creation. However, a specific profile right ("Ignore availability alerts in the rental tunnel") allows you, if disabled, to prevent your sales staff from bypassing this delay.

Summary before payment

Check the rental information one last time.

• The customer. The customer block contains the customer's information as well as the additional fields, if you have defined any for customers. You can fill in and modify these fields at this step.
• The product.
• The pickup method.
• The amounts. Check the amounts and apply a discount if you wish.

You can adjust the billable duration. More details in this tutorial.

Once all your information has been verified, click on "Pay for the order".

Available payment methods

• At the point of sale: payment was made at the checkout in your point of sale, no invoice will be issued and the rental will be created immediately.
• Online payment (credit card): payment will be made by your customer. Send them a payment link by SMS or email. They can then click on the payment link and pay for their rental by credit card. The rental will be created upon payment validation.
• Later: if you wish the rental to be paid at a later time. You will be able to process the payment after the rental has been created.

Select the appropriate payment method, then click on "Validate".

Payment "By credit card" — selecting the payment link sending method. Select the payment link sending method.

• E-mail: an "email address" field will appear.
• SMS: a "phone number" field will appear.

Both fields will be pre-filled with the information saved for the customer. However, you can modify them if necessary. Then click on "Validate".

In the case of an online payment by credit card, a waiting pop-in appears. Upon payment validation, a notification will appear informing you that the payment was successfully completed.

The rental is then created.