Using the Rental Builder

Once your rental inventory is set up and ready to go, you are ready to start renting to customers.

While creating a rental for immediate pickup or a rental reservation, the Rental Builder is useful for selecting many rental items at once.

1. Bring up the customer in Point of Sale.

2. Click the Rentals icon below their customer profile.

3. Click the Rental Builder button.

• NOTE: If this is the first time you are using the Rental Builder and nothing happens when you click the button, note the pop-up blocker in the far right side of Chrome's address bar. Click this, then select Always Allow. Now try Rental Builder again.

4. Select the pick up and return dates. If immediate rental, keep Pickup Now ON. If this is for a reservation for future pickup, turn this off.

5. Search for the first item to add to the rental list. You can:

• Use the Category drop down followed by double clicking or selecting the item you wish to add to the rental list by clicking it then the arrow > to the right.
  
• Search by rental part number, barcode, or description in the search field. Or, if you the item has a rental barcode, you can scan it into this field.

6. Continue to select items until your rental list is completed then click RENT SELECTED to add all items to the rental form.

7. Complete the reservation.

• For details on completing a rental for immediate pickup see our article Rent Items to Customers Now.
• For details on completing a rental for future pickup see our article Create a Rental Reservation.