Rental

Rental


Rental

What is Rental Feature?

Provide rental Companies with a solution to manage and control the Rented Vehicles, facilitate and automate the Rental Operation Process to reduce the operation cost and enhance daily work.

How to view Rental Plans?

  1. From the left-side menu, click on Rental button.
  2. Vehicle Rental Management screen will open.


The screen consists of the following: 


List of already created Rents.


Filter for the rents according to the rent status which are: 

  • In Progress: Rents that are Start date is passed and the End Date is not yet come.
  • Completed: Rents that started and finished.
  • Future: Rents that their Start Date not yet come.


Buttons to perform some tasks that will be explained later.

How to Add New Rental?

  1. From the left-side menu, click on Rental button, Vehicle Rental Management screen will be opened.
  2. From Vehicle Rental Management screen, click on Add Rental Vehicles button, Add Rental Vehicles screen will be opened.


  1. From Add Rental Vehicles screen, first you need to choose a vehicle from the left side tree.


  1. After choosing the vehicle (or multiple vehicles), fill the fields inside the screen which are as follows:
  1. Renter Name.
  2. Document Type: The document the renter present to the renter company when rent the vehicle.
  3. Document Number: Refers to the Document Type.
  4. Renter Phone Number.
  5. Renter Email
  6. Select Dates: Start and End Dates for the rental.
  7. Start Rent checkbox: when checked, the rent will start (Start Date of the rent will be equaling today’s date and the Rent status will be In progress).
  8. Start Rent box: will be filled automatically with the start date of the rent.
  9. End Rent: will be filled automatically with the end date of the rent.
  10. Notify When: an optional field if the user wishes to get a notification prior than the rent, contains two values: Start Rent and End Rent which means if the notification before the start of the Rent or the End of the Rent.
  11. When Value:  defines the exact value of the notification in days, by clicking on Show Calendar button below it.
  12. Remarks: box to add and additional information.

After filling all fields and Save, a message will appear as below: 


If you click on Finish, you will be redirected to Vehicle Rental Management screen, and if click on Start Over button, you will be redirected to Add Rental Vehicles screen to add another rental.

How to Delete Rentals?

From Vehicle Rental Management screen, either delete one rent at a time by clicking on Delete button from Actions column for each rent. 



Or by choose multiple rents (by check the checkbox beside them) and click on Delete Selected button at the right of the screen.



Note that Rents with Status In progress or Completed cannot be deleted.

How to Edit Rentals?


From Vehicle Rental Management screen, click on Edit button from Actions column.


Note that Rents with Status In progress or Completed cannot be edited.

How to Start Future Rents?

If you create a rent with a future start date and wish to start the rent immediately, click on Start button in Actions column.


A message will appear to confirm the start.


If you click on Confirm, the rent will be started, Start Date of the rent will now equal today’s date.

How to Extend Rentals period?

Extend Rents means expanding the renting period by changing the End Date.

Extending rentals by clicking on Extend button in Actions column.


When click on the button, a list of Suggested dates will appear.


And if you wish to choose another date out of the list, click on Custom button at the end of the list, the following screen will appear.


After confirming the Extend, the end date of the rent will be changed.


How to Finish Rentals?

To Finish the rent before its End Date, click on Finish button in Actions column.


Note that you only can Finish rents that their status is In Progress.

When click on Finish, a message will appear to confirm the finish.


How to Export Rentals to Excel?

By clicking on Export to excel button, rents will be exported to excel sheet.