Rental manager

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

Who this manual is for

You run the hire business: what is for hire and at what price, who may do what, the state of the fleet, the charges that need a decision, and the figures. The desk books and takes money; the yard hands items over and takes them back; you set the rules and decide the exceptions.

• System role: Rental manager (rental_manager).
• What you see and what you do not: everything under Hire, the customers, payments and tills, the team and the reports. The business’s billing with JupitaPOS and the owner’s settings belong to the owner.

Where you start

• Your landing screen: Hire → Assets (/rental/assets) — the register and each type’s rate card.
• What must be on: nothing further; RentalPOS is its own product. The owner switches Hire deposits on under Settings → Deposits before the desk can take one.
• Working offline: Hire needs a connection in this release; the till’s own screens carry on as before.

A day at work

1. Sign in — Sign in.
2. Look at Hire → Today: what goes out, what is due back, what is overdue, and any online requests — Hand items over and take them back.
3. Decide the charges waiting for you on the agreements — Settle the agreement.
4. Check Hire → Maintenance for units due — Keep the fleet fit to hire.
5. New stock: register the type, price it, add its units — Register the asset types.
6. End of the week: Hire → Reports — Read the hire reports.

Guides you will use

• Choose what you hire out and the terms — the kinds of hire, the deposit rule, the grace, the terms.
• Register the asset types, their units and the rate card — the register, the usual types, prices and deposits.
• Book a hire at the desk — when you cover the desk.
• Settle the agreement: the one bill — approve, refuse or waive charges; the bill.
• Keep the fleet fit to hire — plans, units due, the service log.
• Read the hire reports — billed, utilisation, late returns, deposits held.
• The public hire page and online requests — what visitors see and what reaches the desk.
• Add an employee and set their role — the desk, the yard, the drivers.

Quick reference

When something goes wrong

• A unit cannot be booked — it is out, reserved, in repair or retired for those dates: the Calendar shows which; Maintenance shows a unit held for service.
• The desk cannot take a deposit — the owner switches Hire deposits on under Settings → Deposits.
• A charge is wrong — refuse it or waive it with a reason before the desk settles; after settlement the bill stands and a refund is the owner’s.

Getting help

• The owner decides refunds after settlement, the deposit switch and the business’s settings.
• The administrator fixes accounts and PINs.
• 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

• 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.
• 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.
• Property manager — For whoever looks after tenancies — writing and renewing leases, billing rent and charges, taking rent, chasing arrears, notice, and ending a tenancy with its deposit settled.

What you can do

These are the permissions of the Rental manager role.