One Blue Hill Plaza, 16th Floor, PO Box 1546

Pearl River, NY 10965

1-800-PC-AMERICA, 1-800-722-6374
(Voice) 845-920-0800 (Fax) 845-920-0880

Rental Items

Rental items can be configured, rented out, and returned with ease.

Adding a rental department page 2

Adding a rental item page 3
Adding a rental item with multi-day rental pricing page 5
Renting items to customers page 7
Returning rental items page 8

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Adding a Rental Department

Open CRE, select Manager, provide the requested credentials, and then follow these steps.

1. Select Department Maintenance.

2. Select Add Department.

3. Provide a Department ID.

4. Provide a Department Description.

5. Select the radio button next to Rental.

6. Select Save.

7. Select Exit.

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Adding a Rental Item

These steps continue from the previous section.

1. Select Inventory Maintenance.

2. Select Add Item.

3. Select Standard Item.

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4. Select the rental department created in the previous
section (Rentals).

5. Provide an Item Number.

6. Provide an Item Description.

7. Provide the Cost of the item (what you paid for it).

8. Provide the Price You Charge for the item (the rental
price).

9. Select the Rental tab.

10. Specify the following information:

# Days Rent

Daily Late Charge

11. Select the Special Pricing tab.

12. Optionally you can enter a Deposit for the item under:

Suggested Deposit

This is the deposit for the item that will be returned when
the item is returned.

13. Select Save.

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Adding a Rental Item with Multi-Day Rental Pricing

This will allow you to charge a different rate for the rental per the number of days that it is rented.

In order for this feature to work properly, a setting needs to

be changed. From the login screen, select Manager and then
follow these steps.

1. Select Setup and then Setup Screen.

2. Select the Inventory tab.

3. Check Prompt # of Days for Rentals.

4. Select Update.

5. Select Administrative then Inventory Maintenance.

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 6. Select the Rental tab.

7. In the Multi-Day Rental Pricing configuration area,

select Add.

8. Specify the number of days that the item must be rented

for this price level and select OK.

9. Provide a price for renting the item for the number of

days specified in step 4 and select OK.

10. Repeat steps 7-9 as many times as you need to in order to create multiple price levels.

11. Select Save.

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Renting Items To Customers

1. From the invoicing screen, select a customer by

selecting Find or Quick Find.

2. Select the item which you would like to rent as you

normally would.

3. If Prompt # of Days for Rentals was checked earlier,

you will be asked how many days the item is to be
rented for.

4. Once the item is added to the invoice, select PAY.

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5. If a Suggested Deposit has been entered you will be
prompted to pay for the deposit.

6. After paying for the deposit (if applicable) you will

then be prompted to pay for the rental charges.

7. The receipt will print with the details of the rental.

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Returning Rental Items

From the invoicing screen, select Options and then follow these steps.

1. Select Return Rentals.

2. Enter the number of the customer returning the

item.

3. Press Enter on your keyboard.

4. Select the item that the customer is returning.

5. Select OK.

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6. If a Suggested Deposit has been entered you will
be prompted to issue a refund.

7. If Yes was selected to issue the refund then you

will be prompted to pay.

8. A receipt will then print with the security deposit

information on it.

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If the item is being returned late, you will be prompted
and you have to options on how to proceed:

Typing I will invoice the late charges (see

below).

Typing W will waive the charge for the late

fees.

If i was pressed then the late charges will be added to

the invoice where the customer can pay for them.

A receipt will then print with the details of the late fee
charges.

9. If the customer has another item to return, select

Yes.

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Selling a Rental Item

This will give you the option to rent out or sell a rental item outright.

1. From the Options Screen, select Setup > Setup

Screen > Inventory

2. Place a check in Prompt for Rental or Sale for

Rental Items, then hit update.

3. From the Options Screen, select

Administrative > Inventory Maintenance.

4. Select a rental item from within Inventory

Maintenance that can be either rented or sold.

5. Under the Special Pricing tab, enter a Selling

Price for this item and save your changes.

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6. When you now ring up the rental item, you will
be prompted with the message on the left.

(Note: if this feature is enabled and no selling

price is entered from the previous step, the
item will ring up at $0.00 if the Sell option is
selected.)

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