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Rent Setup

module: sale_letting (Rental)

PREREQUISITES

You need to have a company and a contact in this company.

Create a new company

Contacts
  • name: Weyland-Yutani Corp.
  • fill in address
  • add logo picture
  • set radio: Unternehmen

Create a user in this company as contact

Add the user as contant in company, on “Contacts & Addresses” tab, (You don’t select existing contact, just type name and email and create new one )

After adding, close Weyland company, go to general contacts, find Bishop contact there and add a picture to it.

Situation: Rent for 1 year, 2 years, 1 months

  • 1 year rent, 1 months is not paid. Monthly payment is 2500 E. When they’re not paying for the months, they need an invoice, and 2500 will be deducted from the overall year payment.

Activating Stock deliveries

Rental / Configuration / Rental (Vermietung / Konfiguration / Eistellungen)

Check option “Rental transfers” (“Vermietungstransfers”) - this will enable automatic creation of delivery orders.

Setting up E-Signature template

Sign

Press the button “Upload a PDF & Sign”, select a template file: “FF24_Mr_Lunch-1.pdf”.

Drag signature blocks to the places where signatures should be located. Set left signature fro “Company”, right - for “Customer”.

Signing documents

THIS IS HOW ANDREY WISHES IT SHOULD WORK: Angebote (Quotation) is sent via mail or link The link is sent to a contact of the given company Each sale order needs to have an individual contract based on 5-6 documents which should be signed by both sides

THIS IS HOW IT ACTUALLY WORKS RIGHT NOW: After the rental order was created and “Picket Up” (button), you can press “Sign document” button.

General RENT process

Create a product to rent

Rent / Products / New (Vermietung / Produkte / New)
  • Name: “Mr. SnackBot Genesis”
  • Can be purchased: check
  • Can be rented: check
  • Can be sold: check
  • Sale price: 500E
  • Customer taxes: 19%
  • Rental prices tab (Mietpreis tab)
    • Monthly (Monatlich) - Default pricelist (EUR) (REMOVE PRICELIST HERE!!!) - 2500 E
  • Inventory (Lager) tab
    • Tracking (Nachverfolgung) - By Unique Serial Number (Mittels einzigartiger Seriennummer)

Enable your user to see Quotation templates menu

Open the user you’re currently working from and in settings check option: “Quotation templates” (“Angebotsvorlagen”)

Create a quotation template

Create a new “Quotation template” (Angebotsvorlagen).

Sales / Konfiguration / Quotation Templates (Verkauf / Konfigurieren / Angebotsvorlagen )
  • Name: Mr. SnackBot Genesis
  • Lines (Zeilen) tab:
    • Product: Mr. SnackBot Genesis - 1
    • Rental Duration (Dauer der Anmietung): 2 years

First, we need to purchase these automates and give them serial numbers

Purchase (Einkauf) / New
  • Vendor (Liferant): TCN Hunan Group China
  • Select in “Products” tab
    • Mr. SnackBot Genesis - 10 pieces - 1300 Eur
  • Press “Confirm order” (Auftrag bestatigen)
  • Press “Receive products” (Producte erhalten)
  • Press ”+” - assign serial numbers
    • First SN: tcn-001
    • Number of SN: 10
    • Press “Assign serial numbers” (“Seriennummer zuweisen”)
    • Now in the button to the right you can see their serial numbers
  • press “Validate” - now all products are on our warehouse

Creating a rental order

Now we can rent this automat.

Vermietung / New (Rental order / Mietauftrage)
  • Kunde (Customer): Bishop …
  • Angebotsvorlage: Mr. SnackBot Genesis
  • Rental period (Mietzeitraum): the rental period should be filled in automatically from the template (2 years)
  • Press “Vermieten aktualizieren” (refresh) button, it will calculate 2500x12=30000

Sending rental order via email to customer

In order for the customer to check out what’s going on, you can to send this rental order via email. Press “Send by email” button in rental order.

Automatic delivery

After creation of sales order, you’ll see a “Delivery” truck button. If you click it, you’ll see 2 deliveries, one for rent, and the second for return after 1 year rental period.

Automatic invoicing

After creation of sales order, you’ll see s “Invoices” button. If you click it, you’ll see a draft invoice that will be issued every month.

When clicking on “Preview” button, you should see a new invoice template from the task “Rechnung”.

Gutschrift printing (returning invoice)

If you open an invoice and click on “Cog” in the top left, then in dropdown menu select “Print”, there should be an “Gutschrift” item which should print the “returning invoice”.

If you click on “Send and print” button, in the lower right corner of the window in the “Use template” field should be an option to send “Gutschrift”.

Picking up

After successful rental order creation we now can ship the automat to the customer. To do this, press “Pickup” button, and then press “Validate”. The rental order will receive a mark “Picked up” and this means that we gave away the vending unit to the customer.

Send Rental order for signing

in the order’s context menu: Share (Teilen)