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In Rental App is important to set up basic parameters, which will be reflected into process of creating items, reservations and rents as default.

It's possible to set up 6 parameters in section Settings:

  • Rent Module Setup

  • Rent Posting Setup

  • Tariff Groups

  • Tariff Subgroups

  • Tariff Pricelist

  • Rent Item Locations

In the picture below is shown the place, where you can find this settings.

settings.png

Rent Module Setup

Rent before return days - it is in formula to calculate records in Tile “Rent before returns”.

Tile “Rent before return” filters those rents, where Rent To [Date] is Work date (which is set in Settings) decreased by number of days which are set in field.

Note: In case of change the no. of days before return, the number displayed on tile can be updated after page reload. In case of testing environment is needed rollcentrum update (CTRL + F5).

image-20240920-085755.png

In next section fill Numbering and Dimensions.

In the Email section, there is a predefined email body in connection with sending rental invoices by emails.

Rent_module_setup.png

Rent Posting Setup

By combining Gen. Bus. Posting Group and Gen. Prod. Posting Group set relevant accounts where individual rental items are billed:

rent_general_posting_setup.png

Tariff Groups

Here you have ability to create tariff groups by your requirements. Tariff groups represents categories of items and are intended for for better distinction between them.

tariff_groups.png

Tariff Subgroups

You can create subgroups for individual tariff groups. Tariff subgroups represents subcategories of tariff groups and in this place you can define the items in more detail.

tariff_subgroups.png

Tariff Pricelist

Based on combination of tariff groups and tariff subgroups create tariff price lists. Individual amounts will be reflected into process of creating rent automatically.

You have to fill at least one row in Tariff Pricelist Subform. The system need to know tariff day for detail calculation.

subform.png

Note:

To link the price list with the item, don't forget to select the Pricelist Code in the specific rental item on the Rent Item Card.

pricelist.png

Rent Item Locations

Define the Code, Place and Description of rent items locations.

Note:

You have ability to edit this general set up also in concretely reservation or rent according to your parameters.

Follow up:

How to create rent item

How to create new reservation

How to create rent - workflow

How to work with Units

Mass invoices sending

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