Starting a Rental
Pick a rentable product, a date range, and an available unit, then add the rental to the cart.
The Rental tile on the Home screen opens a short wizard for renting a product out to a customer: pick the product, pick the rental period on an availability-aware calendar, pick a free unit, and add it to the cart. The rental is priced automatically from the daily rate and number of days, plus a deposit.
Prerequisites
The Rental tile only appears if Projects is enabled for your tenant. Every rental is tracked afterwards as a Project (see Managing Rental Projects), so the feature is only available where Projects has been provisioned. Ask your administrator to enable it if you don't see the tile.
- The Rental tile must have been added to the Home screen layout under Settings → Customization → Home Items → Add Item → Custom → Add rental.
- A store must be selected on the device — the wizard cannot load rental products otherwise.
- The products you want to rent out must already be configured as rentable (with a daily rate, deposit amount, and one or more rental units) — this is set up ahead of time and isn't something staff configure from the till.
Opening the rental wizard
- From Home, tap the Rental tile (calendar icon).
- On a tablet or handheld screen, the wizard opens as a full-screen page. On a wider desktop-style screen, it opens as a side panel next to the cart.
[Screenshot: Home screen with the Rental tile highlighted among the other home tiles, calendar icon visible]
Picking a rentable product
The wizard opens on the product step, showing every rentable product configured for the current store.
- Use the search field to filter by product name or SKU.
- Tap a product row to select it and move to the period step.
If no rentable products are configured for the store, the list shows a message that there are no rental products available — check with an administrator that rental products have been set up for this store.
[Screenshot: Rental wizard product step with the search field showing "tent" and a filtered list of matching rentable products below]
Choosing a rental period
Once a product is selected, tap the date field to open the calendar and choose a from and to date.
- Tap the start date, then tap the end date. The range between them is highlighted.
- Days that are fully booked for every unit of this product are greyed out and cannot be tapped — this reflects real-time availability so you can't accidentally pick a period with nothing free.
- Days in the past are also greyed out and unselectable.
- Tapping a day before the currently chosen start restarts the selection from that day.
Once both dates are picked, the calendar closes and the chosen range is shown on the period screen along with the total number of days.
- Adjust the Pick-up time and Return time dropdowns if needed (9:00–17:00, in whole hours). These only set the booking window — the daily rental price is always based on whole calendar days and is not affected by the times chosen.
- Tap Find available units.
If availability couldn't be loaded for the selected product, the calendar simply shows no greyed-out days rather than blocking your selection — double-check the dates before continuing.
[Screenshot: Rental wizard period step showing the inline calendar with a selected date range highlighted in the accent colour, several fully-booked days near the middle of the month greyed out, and the Pick-up time / Return time dropdowns below]
Picking an available unit
The wizard fetches the units of the chosen product that are free for the whole selected period.
- Tap a unit row to select it. If exactly one unit is available, it is selected automatically.
- Once a unit is selected, a price summary appears at the bottom of the screen:
| Row | Description |
|---|---|
| Daily rate | The unit's price per rental day |
| Days | Number of days in the chosen period |
| Rental total | Daily rate × number of days |
| Deposit | The refundable deposit for this unit |
| To pay now | Rental total + deposit — what is added to the cart |
- Tap Add to cart to add the rental line (and its deposit) to the current sale.
[Screenshot: Rental wizard unit step with two available units listed, the first one selected with a highlighted border, and the price summary panel below showing Daily rate, Days, Rental total, Deposit and a bold To pay now row]
If no units are available for the selected dates, go back and try a different period rather than waiting — the wizard tells you outright when nothing is free.
Cancelling out of the wizard
Tap the X in the top-right corner, or use the back arrow to step back one screen at a time.
Once a period and a unit have been chosen, closing the wizard shows a Discard rental? confirmation, since you would lose the selected period and unit. Tap Discard to leave, or Keep editing to stay on the wizard.