Creating Annual Rental Items
Generate the Rental Listing
- Click Admin
- Click Customers
- Click Yearly Rental Setup
- Click Add Rental Category
- Type a Description
- Type the Quantity Available
- Type the Start and End Number
- Click Next
Create the Annual Rental Item
- Click Admin
- Click Items and Departments
- Select the department or sub-department the item is being added to.
- Click Add Item
- Type a Name for the Item. Press Tab three times to copy the Name to Button Text, Receipt Description and Label Text.
- Set the Accounting Reference
- Set the Tax
- Set the Item Type to Membership/Yearly Rental Item
- Click Next
- Type in the Deposit Amount
- Click Next
- On the Membership Tab, check the box for Yearly Rental Item
- Select the Rental Item from the drop-down.
- Click Save
Selling an Annual Rental Item
- Select the member who is buying the item.
- When you sell the item to the member, you will be prompted to select the specific rental item.
Viewing Annual Rental Assignments
- Click Admin
- Click Customers
- Click Yearly Rental Setup
- Highlight the Category.
- Click Edit Rental Category to view the list.