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Roles & people · Role manual

Hire desk

For the counter of a hire business — quoting and booking, the agreement and the signature, the deposit, confirming online requests, and settling the bill when the items are back.

5 min read

On this page

Welcome to the counter. This manual follows your day in JupitaPos RentalPOS and points you to the guide for each job, with pictures of the real screens.

Who this manual is for

You deal with the hirer: you quote, book, write the agreement, take the deposit, hand over when the yard is you, and make the bill when everything is back. Prices, the terms and the decisions on damage belong to the rental manager.

  • System role: Hire desk (hire_desk).
  • What you see and what you do not: the calendar, the agreements, Today, the customers, payments and your own till. Not the prices and terms, not maintenance plans, not the reports.

Where you start

  • Your landing screen: Hire → Calendar (/rental/calendar).
  • What must be on: Hire deposits under Settings → Deposits (the owner) before you can take one.
  • Working offline: Hire needs a connection in this release.

A day at work

  1. Sign in — Sign in — and open your till if you take cash — Open and close a till.
  2. Look at Hire → Today: confirm the online requests after calling the hirer — The public hire page and online requests.
  3. Quote and book the people who call or walk in — Book a hire at the desk.
  4. Take the deposit and record the signature — Take the deposit.
  5. When items come back, settle the bill: the deposit pays first, the rest is refunded or taken — Settle the agreement.
  6. Close your till.

Guides you will use

Quick reference

I need to… Where Guide
Quote someone Hire → Agreements → New hire Book a hire
Confirm an online request Hire → Today → the request → Confirm Online requests
Take the deposit the agreement → Deposit Take the deposit
Record the identity document later the agreement → Identity document Book a hire
Make the bill and refund the deposit the agreement → Settle Settle the agreement
Find a hirer’s agreements Hire → Agreements → search Book a hire

When something goes wrong

  • “Only 0 of … are free then” — the items are taken for those dates; offer other dates or fewer items.
  • “A damage or loss charge waits for a manager” — the manager decides it first; then settle.
  • “Open a till to refund cash” — open your till, or settle with refund later and refund by mobile money or bank.

Getting help

  • The rental manager sets prices and terms, decides charges, and holds units for service.
  • The administrator fixes your account and your PIN.
  • The Help Center: Help & Training › Role-Based Manuals in the menu, or the ? at the top of any screen — Find help.

Manuals you can also read

  • Cashier — For the cashier at the till — opening the drawer, ringing up and taking payment, verifying mobile money and counting the drawer at the end of the shift. The till, the terminal and the point of sale; nothing else.
  • Yard attendant — For the yard or store of a hire business — preparing items, handing them over with their condition and readings, taking them back, raising damage and loss, and servicing units.
  • Rental driver — For the driver of a hire business — delivering and collecting, and handing items over or taking them back on site with their condition.

What you can do

These are the permissions of the Hire desk role.

Area What you may do
attendance Clock in and out and take breaks at the time clock (attendance.clock)
auth Receive a signed offline permission snapshot on an offline-enabled terminal (auth.offline)
auth Unlock, switch user and sign in with a POS PIN on an approved terminal (auth.pin)
cash Close a drawer and count cash (cash.close) ●
cash Record cash drops, pay-ins and pay-outs (cash.movement)
cash Open a cash drawer / declare a float (cash.open)
cash View drawer balances and cash reports (cash.view)
customers Create and edit customers, attach them to orders (customers.manage)
customers View customers, their history and loyalty (customers.view)
dashboard View the dashboard (dashboard.view)
leave Request leave and see your own balance (leave.request)
notifications Receive and view own notifications (notifications.view)
payments Take payments on orders (payments.take)
rental See the asset register, availability and each asset’s history (rental.assets.view)
rental Reserve assets and write hire agreements (rental.book)
rental Check items out and take them back with their condition (rental.handover)
rental See leases, the rent schedule, invoices and arrears (rental.leases.view)
sales Create orders and take sales (sales.create)
sales View orders and sales (sales.view)
shifts View shifts and rosters (shifts.view)