The rental process is basically the same as for any other appointment- or reservation-based product: the user must set up resources to present the rental units and to be able to use them as required resources on the products.
When a reservation is created, the user must reserve resources to be able to meet the customer's rental requirements. The user must then assign the rental unit in question to the reservation or activity when the customer picks up the unit and, similarly, sign the unit in when the customer brings the unit back. This way each unit is being tracked. You can enter expected future availability into the system (without creating specific rental units), and make reservations, even if the actual rental units are not yet registered in the system.
Rental related settings
On the Activity Resource Groups page
In the Capacity Based On field select Unit Tracking, and in Usage Count Based On select No. of Activities Assigned.
At the Resource the user must define the rental units which act as basis of the resource availability. Use the Availability Adjustments action to assign expected adjustments in unit availability in the future.
Note: These adjustments are set on a specific date. The actual rental units must be in place on that date. Adjustment values are ignored, since the system assumes that the units have been registered by that time. If rental units are registered and available prior to the estimated date set by the adjustments, you must remember to remove the adjustment entry, because otherwise availability values will be incorrect.
On the Activity Product Card
For an Activity product representing rental, go to the Activity Product Card, and select Rental in the Product Type field. This is required so you can assign or return rental units. Other settings on this card are the same as for any regular appointment or reservation product that requires resources.
Rental Units must be registered and assigned to correct location and set as available. The Rental units list can be accessed from the role center rental unit option, or from the activity resource card and list.
On the Reservation Types card
Here, the user can specify whether the Unit Tracking page should always be visible on the Reservations card and on the related Activity card.
On the Activity Type card
In the Late Return Handling field, the user can specify how late returns should be handled. This setting becomes the default for all products belonging to that Activity Type. Note: This settings can be overridden by settings on the Activity Product card.
On the Activity Status Setup card
Here you can tune the process flow and restrictions, either by specifying that rental units should be assigned (the Unit Assignments field) or returned prior to the selected status change (the Unit Status Required field on the Rental FastTab. The statuses are changed by selecting the status change option on the activity card or reservation card, as well as confirming or cancelling reservations and activities.