SecureIO allows for two product types when configuring a rental product: Goods or Services.
Goods: Includes physical items. Goods are removed from the company’s stock, delivered to the customer, and then returned.
Services: Includes labor, non-physical, or a physical item that never leaves the company’s stock, such as a hotel room, workstation, or storage unit.
The following sections detail basic settings and app integration configurations for goods and services.
Configuration
Important
The Configuration menu changes if the Inventory or Sales apps are installed.
For the Rental Transfers setting, the Inventory app must be installed.
For the PDF Quote Builder and Quotation templates settings, the Sales app must be installed.
To configure default settings on rental products, navigate to Rental app ‣ Configuration ‣ Settings.
In the Pick up & Returns section, the Availabilities setting uses work hour schedules to specify what days and business hours of the week customers can book or return rental products online at a company level. To edit the default calendar, click the (Internal Link) icon.
In the Products section, users can enable the following features: Variants, Pricelists, Promotions, Loyalty & Gift Card, and Discounts.
In the Quotations section, users can enable the PDF quote builder and Quotation & section templates features to use when creating a quotation.
If the Inventory app is installed, the Inventory section is displayed. The Rental Transfers checkbox enables automatic creation of delivery and return receipts for a rental product.
Note
The Inventory app automatically creates an internal default location once the
Rental Transfers feature is enabled. SecureIO uses the new default location,
Customer/Rental, to track products during the rental period (moving them from Stock to
Customer/Rental upon rental, and back upon return). Do not modify this location to avoid
corrupting inventory tracking.
Click Save to apply the changes.
App integration configuration
The Rental app relies on additional SecureIO app integration to expand its settings and product configurations. The following apps are essential for workflow efficiency and automation when creating a product and rental order:
Sales: Enables online payments and signatures within the Rental app.
Sign: Allows uploading and customization of various rental and service agreements. These documents are used to facilitate the Request Signature feature.
Planning: Integrates with the Rental app to automatically match service products with employees or materials based on availability. This setting is configured on the product form.
Project: Enables automatic creation of a project, a task, or both when a rental quote that includes the configured product is confirmed. This setting is configured on the product form.
Inventory: Enables warehouse delivery and return receipts, product tracking options, variants, and product downtime.
eCommerce: Allows product configuration for the online shop. This setting is configured on the product form.
Search for rental products
To view all products available for rent in the database, navigate to Rental app ‣ Products. By default, the Rental filter appears in the search bar, and the view is Kanban. Click the search bar and from the preset filters, select Goods, Services, or both. All the selected options appear as Kanban cards. For Goods, the card displays the name, rental rate, and amount on hand. For Services, the card displays the name, the number of variants if configured, and the rental price.