Rental Essentials

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  1. Name of Order Taker

    "ContractOperator" is unclear and looks like a typo. The word "operator" doesn't work for my business, because my customer is the operator of my rental equipment. Can you make this title something I can chose, or create. I would call the order taker a "Customer Service Representative" or "CSR" or "Representative" or "Customer Care" or "Contact" or "Customer Support" or "Customer Assistance". Also, this title should be all caps like the rest of the headers.

    1 vote
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      completed  ·  0 comments  ·  Contract/Invoice Formats  ·  Flag idea as inappropriate…  ·  Admin →
    • Copy transaction items, but for a new customer

      We'd like to be able to copy a transaction and items, but be able to select a different customer. We have some standard packages based on number of guests and facility we would like to use, but need to be able to get the new client's name on them without changing any previous transactions. Thanks!

      1 vote
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        0 comments  ·  Transaction Management  ·  Flag idea as inappropriate…  ·  Admin →

        You can accomplish this using the existing copy transaction functionality. Simply create your “sample” transactions assigned to a dummy customer.
        Then bring up the sample transaction, choose copy transaction, choose the desired options and click the “Make Copy” button.

        When the new transaction appears, click the search icon next to the customer information and choose the customer to associate with this new transaction. The old sample transaction will not be affected.

      • Manual rate change & discounts

        Hi,

        Is it possible to manually change the rate on a contract without having it show as a discount?
        I believe this is how it was before the recent update. (this was a good feature for me as I was able to change the rate with showing the original price and how much the discount was)
        Also, by the totals on the bottom of the page I would appreciate if it did not show the total savings.
        Thank you

        2 votes
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          0 comments  ·  Pricing  ·  Flag idea as inappropriate…  ·  Admin →
        • Manual sorting on contracts and pick list!

          I would like to see manual sorting as an option on both contract view and pick list. I in vision and simple up and down arrow on the left side of the line item the allows you to move the item up or down depending on where you want it listed.

          1 vote
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            0 comments  ·  Transaction Management  ·  Flag idea as inappropriate…  ·  Admin →

            Good news!

            We already support choosing your sort order manually at the item level.

            You can set this by going into Print Configuration screen and choosing “Sort by Manually Entered Item Field” for both picklist and contract. This will activate a new field on the item record which you can use to enter sort order.

            We do not have plans to support custom sorting on a per-transaction basis.

          • Google Analytics and Adwords Integration

            We really need Google Analytics and Google Adwords integration with Point of Rental. We invest most of our advertising dollars in Google, and not being able to track conversion is a significant handcuff verses other systems.

            2 votes
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              2 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →

              Great News!
              This feature (google analytics support) is already available in the existing Point of Rental Essentials product. To activate it, follow these steps:
              1. In the Admin Mode, Under Configuration, choose Front End Configuration,
              2. Move the switch at the top of the page to “Advanced Mode”
              3. About half way down the page is a field to enter your Google Analytics Id. This is the account id token you obtain from your existing google analytics account. It will typically look something like ‘UA-XXXX-Y’. NOTE: You should not copy the entire code-block from google, just the identifying token.

              That’s all there is to it and then you will start getting detailed analytics information in your google analytics account related to your storefront activity.

            • Ability to make a kit with a kit

              I would like the ability to make a kit, from other kits. Currently, it "lets" me do it, but it doesn't pull it out of my inventory. Luckily I caught this before we overbooked inventory.

              1 vote
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                0 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
              • Changing Subject Line in Email

                Since the update, we are unable to change the subject line when sending an email to the customer.

                2 votes
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                  0 comments  ·  Employee Management  ·  Flag idea as inappropriate…  ·  Admin →
                • Monthly Statement for multiple transactions owed.

                  As a company who has account customers that may have multiple jobs/events going on at once, I would like the ability to be able to send once Statement to the customer for all jobs/events. I like being able to send an invoice for each contract. It's possible the customer would misplace an invoice and have outstanding balances they may forget about. With a monthly statement, they can see all invoices at once and request a certain invoice/contract be sent to them to view at once more.

                  6 votes
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                    0 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
                  • Ability to have my customers create their own username from the storefront upon getting an estimate.

                    We have a WordPress site which is where our retail shop is managed. Those customers rent from us, too. Instead of having two different user accounts, it would be nice for them to be able to use the same username from the retail shop site when they rent from the Essentials rental site.

                    1 vote
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                      0 comments  ·  Customer Storefront  ·  Flag idea as inappropriate…  ·  Admin →
                    • Ability to be able to "hide" store hours from printing on contract

                      My store is only opened certain hours of certain days. However, we deliver and pick up 24/7. For those customers that reserve online, I have to have my store hours as 24/7 in order for them to be able to select a time out of the scope of my business hours. I don't want the customer to think we're physically opened 24/7 because we're not.

                      2 votes
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                        0 comments  ·  Contract/Invoice Formats  ·  Flag idea as inappropriate…  ·  Admin →

                        Great News!

                        This feature is already supported in Point of Rental Essentials. Just follow these steps:
                        1. Delete all hours in the Company Details screen by clicking the edit button and then clicking the delete button at the bottom for each existing entry (You do not have to delete “date” type entries such as special closed days, just “day” type entries that set weekly hours).

                        Companies that have no hours entries are assumed to be open 24/7 and customers on the storefront can select any time, but no hours print on the contract.

                        2. If you would like to have your actual hours be printed on the contract and/or on the storefront while still allowing users to choose any time for start and end times, You can enter your hours using the “Add Details” link just below the hours on the Company Details page. Anything entered into this box will…

                      • Discounts to show on Invoices

                        Some of my customers rent items for their company. The company will get discounts on certain items or even an overall contract discount. The invoices don't show the discounts. When the account payable person receives the invoice, they don't know this includes discounts and always call me thinking they didn't get their discount.

                        2 votes
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                          0 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →

                          Great News!

                          This feature is already available in Point of Rental Essentials!

                          Currently all contract level discounts (customer discounts, rental and sale discounts, and coupons) now display in a new “Discounts” Section with other line items.

                          NOTE: If you discount an individual line item, that will not show in that section but will be shown in the Your Savings section on the contract totals.

                          To ensure that your customers will see this “Your Savings” line, make sure that under the Configure Printing Options area the checkbox labeled “Hide Your Savings line on contract” is NOT checked. and that you use the actual contract as your invoice document. (If you use partial contract invoicing and want to show line-item level discounts, we recommend entering a note on the invoice to indicate that the discount is included).

                        • Make making suggestions easier

                          You should really do something to make the dashboard more dynamic and allow us to make suggestions directly from the dashboard.

                          2 votes
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                            completed  ·  0 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
                          • I want support for account customers

                            so I can bill multiple contracts to an account and do monthly invoicing

                            1 vote
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                              0 comments  ·  Customer Management  ·  Flag idea as inappropriate…  ·  Admin →
                            • 1 vote
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                                0 comments  ·  Counter / Point of Sale  ·  Flag idea as inappropriate…  ·  Admin →
                              • 1 vote
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                                  0 comments  ·  Counter / Point of Sale  ·  Flag idea as inappropriate…  ·  Admin →
                                • 1 vote
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                                    0 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Customer comments to show on Customer List report

                                    I want the customer comments field to be shown on the customer list report. This way, I can see which customers have notes on them and what the note is.

                                    0 votes
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                                      completed  ·  0 comments  ·  Reports  ·  Flag idea as inappropriate…  ·  Admin →
                                    • 0 votes
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                                        completed  ·  0 comments  ·  Inventory  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 0 votes
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                                          completed  ·  0 comments  ·  Accounting  ·  Flag idea as inappropriate…  ·  Admin →
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