Some entrepreneurs combine retail sales with rental services. The Torgsoft program allows you to automate not only trade but also the accounting of goods rented out for temporary use. A separate function is provided for this — Product Rental.
Main features of the "Product Rental" module
The Rental function in Torgsoft provides:
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accounting for goods that have been or are planned to be rented out;
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automatic reservation of rental goods — they are not available for sale;
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saving the history of customers, rental periods, deposits, and payments;
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calculation of rental cost by hours or days;
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printing a full set of documents.
Documents that can be created and printed:
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rental agreement;
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invoice note;
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work completion act;
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financial document for deposit acceptance;
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financial document for deposit return.
To make it easier for you to understand how the Product Rental function works in Torgsoft, we recommend watching our webinar:
- Creating a rental directory
- Features of processing a rental
- How deposit acceptance works
- Printing the rental agreement
- Configuring and using a discount for a loyal customer.
1. Activating the function and configuration
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Menu:
Document→Trade with invoice→ tabRental. -
At the top of the window, click Rental Settings.
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Specify:
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when the client must pay for the rental (upon creation or at start);
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whether the rental cost should be deducted from the deposit.
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Click Save, then restart the program.
2. Creating a new rental
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Go to:
Document→Trade with invoice→ tabRental. -
Click Add.
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Fill in the required fields:
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rental number (automatic by default);
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rental type (hourly / daily);
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start and end date;
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client (select from the directory or create a new one);
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employee responsible for the rental.
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If necessary, fill in the client's passport and contact details.
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Click Save.
3. Adding goods to rental
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At the bottom of the open window, click Rental Directory.
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Select a product → click Add.
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Specify:
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price per hour / day;
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deposit amount.
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Click Save.
4. Starting a rental: three options
Option 1: Deposit acceptance
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Click Accept Deposit.
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Specify payment method, date, and amount.
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Click Make Payment.
Option 2: Prepayment for rental
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Click Pay for Rental.
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Specify payment method, date, and amount.
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Then accept deposit → click Rental Status → Rental Started.
Option 3: Starting rental without payment
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Click Rental Status → Rental Started.
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The program will prompt you to make a deposit and/or payment.
Deposit is mandatory. Without it, the rental cannot be started.
5. Rental Status
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Statuses:
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Green — active rental.
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Gray — completed.
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Invoice icon in the "Number" column — the rental is linked to an invoice, the product is reserved and unavailable for sale.
6. Rental Completion
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Click Rental Status → Rental Completed.
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The program will offer:
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to make a rental payment (if unpaid);
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to return the deposit (details will be filled in automatically).
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Or separately:
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Pay for rental;
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Return deposit.
7. Rental Cancellation
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Click Rental Status → Rental Cancelled.
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If enabled in settings — the program will automatically refund the rental cost.
8. Document Printing
You can print:
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rental agreement;
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invoice note;
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work completion act;
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financial document for deposit acceptance/return.
Go back to the previous step