Orion systems running the Rental/Hire module have the Rental button (see image below) enabled.

 

 

TABLE OF CONTENTS




General

Set the contact information for the Rental department here.




Invoicing Options


There are various option available here.


It is important to set the Workshop Customer for any Jobs completed by the Workshop and charged back to Rental, this is the  “Debtor” that the Rental Dept charges any rentals to – if they are initiated by the Workshop (eg a loaned/rented item during a repair).



Allow Future Invoicing allows the monthly billing routine to be set up to the end of the NEXT period so that, for example, September invoices (1st to 30th) can be invoiced in the last few days of August


Default Check Out and Check In Time settings are automatically populated in contracts.




Moving Stock to Rental:

 

To move Vehicle Stock into Rental Department, from the main Rental Menu select <Maintenance>, <System Setup> then choose the Stock tab and click on the “Flag Rental Stock” button.


Note the other options available here: Availability colours & Columns, Font size etc.


 

 

 

Selecting the Flag Rental Stock button opens the following screen in which stock can be moved between the Sales and Rental departments.

 



Rates Setup

The system rates structure can be entered to suit using days or hours as units. This also controls where the “splits” are in the rates – for example, at 21 days in the setup below the system changes the hire rate from weekly to monthly because this represents the “crossover” point at which the client is better off paying a monthly rate. This can be customised to suit. 


Note Rate 10 is reserved for the Monthly Calendar Rate. If selected for use on the contract, this OVERRIDES all other rates. 
The daily rate with the Monthly Calendar rate in use will take into account the number of days in the month on a pro rata basis (ie a day in February will cost slightly more than a day in March).




Mass Update

Mass update can be used to set rates on all vehicle items by Rental Group:





The "Contract" tab

Here you can set-up some user defined fields along with Status colours 


Make Note of the other options as well.




Rental Supplier in Sales


open the Sales Module and select <Maintenance> <System Setup>. In the General (2) tab (below) select a Rental Supplier Account. This is then used by Workshop users when ordering a Rental from within a Job.





Rental Rates - in the Vehicle


What are we charging the customer?


In the rental Module > Click on Rental Stock


Rates can be set per vehicle or mass updated based on the Rental Group.