Rental order

Prev Next

Use a rental order to rent items, sell items and/or provide a service to a customer.

You can add one or several rental items or sales items and/or service items to the rental order.

An invoice profile is required on the rental order. The profile will be used for rental price calculation and invoicing purposes for rental items. For sales and service items the invoice profile would not be taken into account for price calculation. 

An on-rent date and expected off-rent date are required on the rental order. These dates will be used to calculate a rental price for rental items. For sales and service items these dates would not be taken into account for price calculation or invoicing.

At least one default rental agreement must exist to create a rental order. A rental agreement is a set of agreements around rental prices, rental items, and services. It is used to enter pre-determined data into the rental quotation or rental order.

The flows of the rental order explain how to create and send a rental order, manage a return order, or how to amend rental order.

The rental totals on the orders are calculated based on the pricing that is populated from the rental agreement.