V8 - Rentals and the Rentals list
To use the rental/consignment features of SOS Inventory (available on Plus and Pro plans only), go to Settings menu > Inventory settings and turn on the Rental inventory option. Once done, you will see the Rentals and Rental returns options (under Operations menu > More transactions). You will also have an additional location called Out for rental, which will contain all items that are currently rented. This location is non-nettable.
Rentals list
Included among the Actions menu options for rental transactions are Create rental return, Create invoice, Ship via UPS, Create template, and Show history.
For a general overview of how lists work in SOS Inventory, refer to List functions. See Action and batch action descriptions for more information about the actions available on lists.
Adding and editing rentals
When a customer rents an item from you, enter a rental transaction via the Rentals list (Operations menu > More transactions > Rentals). This tells the system that the item is rented with a specific due date.
To add a rental transaction, use either of the following methods:
- On the Task bar, go to Quick add > Misc > Rentals.
- Go to Operations menu > More transactions > Rentals, then select Add new.
An existing rental can be opened for editing by selecting the Edit button on the Rentals list. Be sure to save your changes.
Rental history
Rental history, available on the Actions menu of records on the Items list (Operations menu > Inventory > Items), allows you to trace the historical record of a rental item.
Rental reports and due dates
Run the Open rental detail or Rental calendar reports (under Operations menu > Reports > Rentals) to view all items that are out for rental or available for rental. Note that your rental items must be serialized to view item-level detail on the Rental calendar.
You can also use the Calendar (Operations menu > Calendar) to see when rentals are due.