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Using the Online School Rentals module, your customers will be able to easily start a rental for a student through your website. Once they complete checkout, the transaction will appear in your Orders module, but before you complete Shipping, if any, you need to go to Modules > Rental Contracts and open the new contract.

You will be guided through the process of fulfilling inventory, as detailed further below.

Fulfilling New Contract Inventory

Got a truck full of instruments from five different store locations and you're at a school finalizing rentals? No problem, grab what you need and set the contract to the proper location as you go. Whether you're fulfilling the contract in the store and using inventory that's on hand or if you need to transfer an item from another store location, our fulfillment process will be able to give you the flexibility to use whatever inventory you need.

Please Note: Add-On items chosen in the web transaction will be listed in the Orders module and will need to be fulfilled from there. You will be choosing the rental instrument only in the fulfillment steps below.

When a new rental contract comes through, you will want to go into Modules > Rental Contracts and open it as soon as you're ready to choose which rental product you'll be using for the contract. The first thing you see when you open the contract will be a panel that will show you the rental item, some important details, and will let you set which store location you'll want to use for the contract (if you have multiple locations in the system).

You'll see details about the order and about the Rental Item, and then if you have multiple Locations in the system, you'll be able to click on the one you want to use to service and support the rental contract.

Next you'll search products saved in the system for the one you want to use for the rental. Here is what we have for you:

1. Search Field - Search serialized products you have set up with Rental Contract Profiles. You can search by name, serial number, SKU, UPC, or Manufacturer Number. If you search by serial number, and if the system finds a match, you'll jump down to the step below.
2. Item Details - If you click on the name of an item, a panel will open showing you details about the product.
3. Quantity Available - Find any item for your current Location, even if it is 0 available, you will be able to set a TBD serial number. If you need to get a serial number from another Location, it will need to have inventory to transfer.

Click on the item's bar anywhere to select the item. If you clicked the wrong one, you can go back and choose again.

You'll see the original Rental choice of the customer and the product you just selected. The monthly price will be set at whatever the Customer agreed to during checkout, even if the item you have chosen has a different price, so if you need to go back a step and choose something else, you can.

Below the item will be a list of available serial numbers. Click on the one you want. If you chose one that's from a different store location, the system will ask if you want to transfer the item to the location you chose for the contract earlier. The item must be in that location for the contract to finalize.

Once you're finished, the contract will be ready to view. You'll see the pricing that the customer chose during checkout, the Autopay will be set up with the card the customer used. One are you might want to check is the Payment Due Date, which will by default be set for 30 days out. If you need the contract to start the next payment at a different date, you can set that here.

As with any new contract, it is recommended to Print and/or Email the contract, depending on your process. Your final step will be to Save the active contract. Now you're all set!