Adding a Rental Unit Type

In order to manage and organize rental operations, it’s essential to define the types of units you rent out in the system. For instance, if you manage a car rental center, the unit types might be transport vehicles, 4×4 cars, and Sedans. Within each type, there are the individual rental units represented by the transport cars you have.

 

• Note: Before you start, make sure to activate the Rentals and Units app in your account.

Steps to add a Rental Unit Type

To add a rental unit type, follow these steps:

• Select “Rental and Unit Management” from the main menu.
• Choose “Settings“.
• Click on the “Unit Types” card.
• Press the “Add Unit Type” button.
• Input the details for the rental unit type using the following guidelines:
  • Name: Add a distinctive name for the rental unit type.
  • Status: Choose between activating the type or deactivating it. This will affect the ability to use this type in rental orders later on. An inactive unit type cannot be used.
  • Pricing Method: You can charge the client by days, hours, or both days and hours.
    • For Day Pricing, the system will ask you to:
      • Specify the start of the day in the “Check-in” box.
      • End it in the “Check-out” box so it can determine when the client is due for the rental and when to bill them.
    • For Hours pricing, the system will require:
      • Defining a Minimum rental Hours for this type of unit. For example, a room cannot be rented for less than eight hours.
      • It will also ask you to specify a time slots which can be 5 minutes, 15 minutes, 30 minutes, or an hour. This allows you to determine the actual rental hours when creating the rental order.
    • For Days & Hours pricing, the system will operate similarly to hourly pricing. However, it will allow you to set a special price for a full day (24 hours) and another price for the individual hours that don’t complete a full day.
  • Pricing Rule: Add a pricing rule, making sure it matches the pricing method you set for the rental unit type.
  • Tax 1: Add the first tax.
  • Tax 2: Add the second tax.
  • Description: Provide a detailed description for the rental unit type.
  • Images: Attach an image for the rental unit type profile.