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In order to make a product eligible for Online Rental Contracts, it must:

• Be a serialized product.
• Have a Rental Profile specified on the Advanced tab of the product.
• Have Item Conditions enabled.
• Have Rental Pricing specified for both Monthly Payments and Purchase Price.

It is highly recommended, but not absolutely required, that the product:

• Have Make, Model, and Year specified, where applicable.

Please be aware that if you are using Music Shop 360 Payments as your processor, the card the customer uses will automatically tokenize, and Autopay will begin automatically. But any Autopay charges will not begin until you have marked the contract as Active under Modules > Rental Contracts.

Online Rental Contract Settings

One step you'll need to do is to go to the Admin Button in the upper right and go to Settings > POS Settings > Rental Contracts. There are multiple areas on this tab you'll need to configure. Click here to see full details about how to set up this part of the system (this link will open in a new tab for you): Point of Sale Settings: Rental Contracts

Set Your Products to be Eligible for Online Rentals

Setting a Product to be Serialized

When viewing a product in its Edit view (you can open any product by going to Products > Products, searching for it, and then clicking on its Title), in the upper right, you will see the option to Track Serial Numbers. This setting is visible on all tabs of the product page. You MUST enable this setting when you first create a product or the system will not allow you to change it after the initial save. Please note in the image above, the toggle is grayed out and not active. Toggle this On for any new product you wish to be eligible for Online Rentals. Be sure to Save the product, if you don't have further adjustments.

Set a Rental Profile for a Product

In the Advanced tab for the product (you can open any product by going to Products > Products, searching for it, and then clicking on its Title), on the left side is an drop-list you can use to specify the Rental Profile you wish to use. You'll see all Rental Profiles you have saved in Settings > POS Settings > Rental Contracts. You can also select a Cost Depreciation Schedule, if you wish to do so. Be sure to Save the product, if you don't have further adjustments.

Enable Product Condition Levels

Products will not be able to display in the Online Rentals module unless you have Item Conditions enabled. To enable your item conditions, in the upper right click on the Admin Button > Settings. In the settings window, click POS Settings > Products. Once you have toggled Item Condition to ON, you will see a list of conditions like those displayed below. Check the boxes for all conditions you will possibly be using for your products. Once you are finished, scroll to the bottom of the page and click Save. You also have the option of having conditions active but not using condition pricing online, which is useful if you only sell new items online.

Specify Rental Pricing for Monthly Rental and Purchase Price

The final requirement is setting your pricing for the item rental at your different condition levels. You will also need to set purchase price whether it is something you would also sell outright or not. Only the condition levels you have selected in the settings will display in your list. To set your pricing, in the Product Information tab, scroll down to the Conditional Pricing area and on the right click the Pricing Details button and change it to Rental Pricing Details. You'll be able to enter your different Payment Amount and Purchase Price as well as your preference on the Minimum Payments new contracts should have for the condition levels. If you have multiple store locations the option to Apply to All Store Locations will pop up for all items you enter here.

Enter Make, Model, and Year

You are likely already using these fields for your items, but if not, it is highly recommended (although not absolutely required) that you do so. To enter Make, Model, and Year for an item go to the Product Information tab and you'll see the fields below where you set the Vendor. Enter the information, then at the bottom click Save, if you don't have further edits to make. If you choose not to enter this information, the system will still list the product in your Online Rentals module.

Put The Rentals Module on Your Website

When your products are set as needed and you're ready to start renting, here is how to put the Rentals module on your website:

1. Hover over Website and click on Website Editor.
2. Go to the page where you want to show your rental items.
3. Click +Add Content and in the list that pops up, click on Add Body Content.

4. In the list of modules, scroll down to the gray area that contains the various product modules and click the Add button for the Rentals module.

5. You will see the module appear on the page.

6. If you want to adjust the heading, click the gear-shaped Settings button on the module's small, gray toolbar. Enter the text you want, then click Save.

Rental Checkout Experience

Your customers will now be able to go to that page and start an Rental Contract with you. For each product, the options they see on the web page will correspond to the Rental Profile set for that product, so in the example below, we see options for both the Maintenance Fee and the Protection Fee. Here is what the initial page looks like, before choices are made:

Here is what the customer will see once they have made their selections. At any time, they can click on the Terms and Conditions link to read that statement, but they cannot proceed with the rental until they have agreed to it. As you can see, important terms are listed for them just above the Add to Cart button.

From that point forward, they check out in the normal way through the website shopping cart. The contract will automatically appear in your Rental Contracts list under the POS menu in the blue Admin Toolbar, and you can manage it in as you do your other contracts from there.

While an online Rental Contract is still Pending, you are able to open it in Modules > Rental Contracts and change the serial number of the item, if needed. Once it is Active, however, the item will be set in the contract.