Rental products and website booking requests become reserved bookings
What moves
Rentals reads rental products, categories and customer price lists from the catalogue. A booking request made on your online store becomes one booking, reserved if the item is free for the dates, otherwise a quote booking that says why.
Before you start
- Products & Online Store and Rentals in your plan
- For website bookings: online booking switched on in Rentals and a live store key
- Online booking switched on in Rentals
Step by step
- Catalogue managerProducts & Online Store
Marks a product as Can be rented.
You see:The product can be turned into a rental item.
- Rental managerRentals
Adds the item on that product with its counting, rules and prices.
You see:The item is bookable and the product's changes keep flowing in.
- ShopperProducts & Online Store
Checks availability and a price on the website and sends a booking request.
You see:The store records the request as an order, nothing paid.
- SystemRentals
Makes a booking from the order's rental lines.
You see:A reserved booking appears, or a quote booking with the reason in its notes.
- Rental agentRentals
Calls the customer, confirms the booking and takes the deposit through the normal flow.
You see:The customer has a confirmed hire and the stock is held.
Related
- Products & Online Store
- Rentals
- Sales orders are priced by the catalogue
- Staff are told when an order needs them
- Stocked products get stock items, and online orders move stock
- A trade customer gets their own price list and is quoted from it
- A website booking request reaches the rentals team
- Connections between modules