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In this step you'll learn how to combine your rental items with any add-ons that might be needed and how you can associate these package deals with the schools that need them. You can find this tool under Modules > Online School Rentals.

 

The Rental Builder Tab

Using the Rental Builder you can build 'packages' of rentals including the Rental Product and whatever accessories would go with it. You can assign it to one or more Categories, set which Add-On items would be Required and which would be optional, you can set shipping / pickup / delivery preference and assign the rental to whatever schools would use that specific package.

First, you'll select the Rental product by clicking Search in that area. Once you search for an item, matches will come up if you have created them as Rental Products in this module, and you'll also see matches in physical Products you have saved in the system.

If you set a standard Product as the Rental Item, the system will assign serial numbers as it creates the Rental Contracts. If you choose a Rental Product you created in this module, you will be able to assign inventory whenever you like from whatever store locations you might want to use. Click on an item result to select it.

You will also need to set one or more Categories for the item from that drop-list.

 

Add-On Items

You can search for any saved product in the system that is not serialized and use it as an Add-On item for the rental package. Add-Ons can be either Required or Optional, and none are actually required at checkout for the customer, so if they already have an item that's listed as a Required Add-On, they don't have to buy it when they are setting up the rental on your site.

Search for items for the rental package for each area and click on the result to save it. If there is only a single matching result, it will load the item automatically.

After you select Add-Ons, you can choose what options you will offer for either Shipping, which functions the standard way with online orders. Store Pickup, which is also standard, and/or a new option for School Delivery if you deliver instruments and rental items to your schools. You can select all options you offer for certain rental configurations and choose different options for different schools, if needed.

 

Assigning Rentals to Schools

You can search for or filter for the schools the rental you are building should be assigned to and check the box for each one, or as needed, you can Select All / Deselect all. Once you have selected the schools the rental package is for, the Assign Schools button will become active at the bottom and you can click it to save the rental to all of the selected schools.

 

Working with Rentals

Your saved Rentals will be visible from the Schools tab by finding the school you want in the list and clicking the Manage Rentals link on the right. Once you have all the rentals you need for a school, from there you can click to Publish them and take them live on your website, after you have set up that end of the process.

Go to Part 5: Agreement Information