Rent A Product(s)
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New Customer: Select New Customer and click the Next button. This will open the customer profile where you can use the touch keyboard or your keyboard to enter in all necessary fields. When a new customer record is started, the dive tabs will not appear below the Info tab until the customer record is saved for the first time. If you are adding the new customer while signing up for a rental, you will not be able to access the customer profile dive tabs until the rental is completed. Once you have finished adding the new customer record, you will be moved forward to the next step upon saving. With a customer on the sale, the wizard now moves into the rental. In the next window, select either a Single Rental or Rental Package to select a rental item(s) from (if the customer made a reservation, you may at this time select the Reservation Pickup option - see the help file to Pick Up A Rental Reservation). Single Rental: Follow the Next buttons to move through each step. You can always Cancel and in most cases can move Back a step to change a setting. 1. Select the check box for a single rental and click the Next button. 2. Select the Rental Category (BCD, Regulators, Tanks...) and click the Next button. 3. Select a Rental Timeframe available for the selected rental category and set the start date. The Start Date options include to start the rental for the current day or start it for the next day. This allows people to pick up their rental(s) the night before but not start the clock ticking for the Due Date until the next day. Click the Next button to continue. 4a. If the rental category is set up to Auto Suggest (a setting in the Retail Operations Rental Type Builder), the next window will list a product from the Rental Category selected in the previous step with a Suggested Rental Code. A different rental code can be selected by clicking the Change button next to the suggested code. Changing the Rental Code - When the Change buttton is clicked, this will open a window displaying each rental item for the chosen rental category. In this window, you can select one or more rental items. Each item selected will remain highlighted, allowing for more than one item in the same category to be rented in one shot (i.e. if the customer needed more than one tank). Click the OK button and each selected rental code will be listed in the list. Add-On Another Rental - In the auto selection window there is a green add button in the lower left corner. Using this add button is another way to add on an additional rental in the same rental category you started out with. (Example: Customer wants to rent two tanks, the add button will add on that second tank with a suggested code without having to go back into the rentals process as you do when the customer is rental multiple items from different rental categories, i.e. Tank, BCD, & Regulator).
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Rent A Product(s)

New Customer:

Select New Customer and click the Next button. This will open the customer profile where you can use the touch keyboard or your keyboard to enter in all necessary fields. When a new customer record is started, the dive tabs will not appear below the Info tab until the customer record is saved for the first time. If you are adding the new customer while signing up for a rental, you will not be able to access the customer profile dive tabs until the rental is completed. Once you have finished adding the new customer record, you will be moved forward to the next step upon saving.

With a customer on the sale, the wizard now moves into the rental. In the next window, select either a Single Rental or Rental Package to select a rental item(s) from (if the customer made a reservation, you may at this time select the Reservation Pickup option - see the help file to Pick Up A Rental Reservation).

Single Rental: Follow the Next buttons to move through each step. You can always Cancel and in most cases can move Back a step to change a setting.

1. Select the check box for a single rental and click the Next button.

2. Select the Rental Category (BCD, Regulators, Tanks...) and click the Next button.

3. Select a Rental Timeframe available for the selected rental category and set the start date. The Start Date options include to start the rental for the current day or start it for the next day. This allows people to pick up their rental(s) the night before but not start the clock ticking for the Due Date until the next day. Click the Next button to continue.

4a. If the rental category is set up to Auto Suggest (a setting in the Retail Operations Rental Type Builder), the next window will list a product from the Rental Category selected in the previous step with a Suggested Rental Code. A different rental code can be selected by clicking the Change button next to the suggested code.

Changing the Rental Code - When the Change buttton is clicked, this will open a window displaying each rental item for the chosen rental category. In this window, you can select one or more rental items. Each item selected will remain highlighted, allowing for more than one item in the same category to be rented in one shot (i.e. if the customer needed more than one tank). Click the OK button and each selected rental code will be listed in the list.

Add-On Another Rental - In the auto selection window there is a green add button in the lower left corner. Using this add button is another way to add on an additional rental in the same rental category you started out with. (Example: Customer wants to rent two tanks, the add button will add on that second tank with a suggested code without having to go back into the rentals process as you do when the customer is rental multiple items from different rental categories, i.e. Tank, BCD, & Regulator).

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