Subscription and Rental setup and user guide
Subscription & Rental. Helps your business grow.
With our App Subcription & Rental you will receive several funticionality which supports your users in the daily business.
Convert sales items into rental items
Automatic creation of assets and transfer of inventory valuations to fixed asset accounting
Definition of rental charges and prices (dynamic invoice periods)
Creation of rental quotes
Creation and management of rental orders
Rental withdrawals to quantity control
Create rental credit memos
Automatic creation of assets and transfer
The rental transfer can be used to convert sales items into rental items. The pre-requisite for this is that separate items must be registered for sales and rental items.
1. Open rental rearrangements via global search
2. Fill the rental transfer journal
The function "post" deducts the item from the sales warehouse and enters it to a new rental item number in the rental warehouse.
in the inventory entries, the sales item is posted as an issue from the "sales warehouse". The rental item is booked as access to the rental warehouse.
Rental quotes can be registered for both customers and contacts who are not yet customers.
Fields that must be defined:
- rental period
- rental tarif codes
- rental billing formula
- number of allocations
- reserved quantity
- reserved recurring
- rental quantity
If resource attachments have been defined for rental ressources on the resource card, the are automatically supplemented on the lines as soon as the resource is selected.
The rental order or rental contract is used to record definitive customer rental orders. There are several fields for rental that can be defined in general.
if resource attachments have been defined for rental resources on the resource card, the are automatically supplemented on the lines as soon as the resource is selected.
- book rental items from rental locations to the customer locations
- Create rental invoices
- Post rental invoices
- create rental credits
- Complete rental order
- Post withdrawals to quality control locations
Rental quotes and rental orders are archived in the rental quote and rental order archives as soon as the have been completed.
The following rental documents are available in a separate extension and can be requested from us:
- Proforma delivery note for delivery of rental items
- Return certificate of rental items
- Rental offer
The proof for rental invoices can be mapped with the App Document Automation. The App is available on App Source.