In Rental360, we like to say that our Rental Order screen is a “cock-pit control center,” meaning that it is a single place where you can go to get and enter all information needed to process a single order. This is true for rental orders that go through the warehouse or a preparation process and then a ticket management process for delivery, or counter rentals that require a single screen where you can rent an item, collect payment, and print a rental contract within one minute.
Although the power of having all of these capabilities available on a single screen is extensive, we’ve identified our top 30 actions that we believe will be most useful for you to take from the Rental screen in Rental360:
- Automatically assign each order a number.
- Track the status of the order.
- Implement an approval process so that orders can be automatically approved if they fit pre-determined criteria or rout them to the appropriate individual for approval.
- Find your customer based on any customer attribute – a portion or their name, customer number, physical address, etc.
- Put an order on reserve so that it is reflected in your future product availability.
- Select a billing profile to determine if you will cycle bill for long-term rentals, bill on-demand up-front or in arrears, or according to a Daily Rates Actual for regular daily or monthly billing.
- Schedule Start and End dates.
- Select the delivery option and reset the delivery date if it does not match the scheduled start date.
- Update delivery information including overriding the address, selecting special delivery options, insurance, etc.
- Adapt and override any billing information from the default customer account information.
- Change the billing terms.
- Reassign the owner for the order so that it does not match the customer account owner.
- Monitor sales tax calculations (made automatically through Avalara integration).
- Tie the order directly to a marketing campaign within the CRM portion of your system.
Select a payment method for deposits.- Add a new credit card if needed.
- Authorize and capture credit card payments.
- Make a payment on account.
- Add additional rental or sale lines.
- Search inventory by any attribute or characteristic.
- Automatically see a list of acceptable substitutes if the desired piece of equipment is unavailable.
- See pricing by day, week, and month calculated automatically defaulting from the scheduled start and end date.
- Adapt your end date to see and select updated pricing automatically based on “least-cost pricing”.
- See a complete picture of availability for the item selected, as well as all of the items in the item family, across all days of the rental agreement so that you can see logical substitutions if item availability is limited later in the rental term.
- Complete a “Quick Rent” for counter sales which enables you to select an actual item that you are going to rent out and automatically create a rental contract.
- Display all item attributes and attach pictures of the items, spec sheets, etc.
- See a complete pricing history for rentals to your selected customer, with the ability to drill down into individual orders to see details.
- Access to all ticket information on a particular piece of equipment for full history.
- See a complete list of what needs to be rented by date, along with packing instructions, so that the warehouse can prepare future rentals for delivery.
- Automatically create delivery tickets and forms that are available on mobile devices for on-site signatures.
Select a payment method for deposits.To see the rental screen in action, view our on-demand Rental360 demo or contact us today to schedule a personalized demo for your business.