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The rental calendar

Updated 3 months ago3 min read

The rental calendar

The Calendar tab in your back office menu allows you to view all past, current and upcoming rentals by point of sale in a calendar format.

Choose the point of sale for which you want to view rentals in the calendar Select the point of sale from the dropdown menu By default, all rentals for the point of sale are displayed, with no filters on status or products, in weekly view. To display the available filters, click on the icon.

The rental status filter You can filter the rentals displayed based on their status. The minimum or maximum duration filter in days You can filter the rentals displayed based on their duration. The category and products filter You can filter rentals based on the products that have been rented. Products are sorted by categories from your catalogue.

Click on the category and the product/SKU you want to filter by A pop-in will display the inventory of items for that product/SKU under the "Inventory" tab. You can close the pop-in at any time by clicking elsewhere on the screen. Under the "Rentals" tab, you will find the list of rentals for that product/SKU.

Under the "Information" tab, you will find the product creation date and a link to the product page via the "Learn more" button. When you have filtered the display to a specific product, you have the option to filter even further: down to the item level. For more information on the difference between a product and an item, see here. As a reminder, each item can be assigned a unique serial number. The serial number filter When you select a specific serial number from the dropdown menu below the product name, you will only see in the calendar the current rental or past rentals corresponding to that serial number.

You will find the selected product filter in the right-hand block below the display filters You can change the selected product filter at any time by clicking one of the "Change" buttons Click on the rental row if you want to see more details. The rental detail pop-in In the pop-in you will find the essential information about the rental: • Customer information • Rental status • Pickup type

• Rental period • Rented product • Complementary product • Damage on return if the product has been returned • The total paid, and the outstanding balance if applicable • The status of the bank imprint if you have activated this feature, with the option to view the imprint history and to capture the imprint if it has not already been taken. Two buttons allow you to: • redirect to the detailed rental page - VIEW • hand over the product if the rental has not yet started, or return the product if the rental is in progress - HAND OVER/RETURN A PRODUCT Display options By default, the calendar displays a view of the current week. You can switch the view to a monthly or daily display.

The daily view The monthly view The different colours based on statuses On the calendar, the status colours correspond to those displayed in the rental list view. Colour/status explanation: • In progress: green • Completed: black • Validated: light blue • Returned: purple • Cancelled: brown • Late: bright orange • In dispute: red • Awaiting return: green (darker than in progress)

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