Rental services

Paladin has a process for creating a rental agreement for any rental items. The process involves creating a customer account, and then collecting a deposit that can be combined from the final transaction.

This article provides instruction and information on the following:

• How to create a customer account for a rental service
• How to take a deposit for a rental service
• How to create a rental service quote for a customer
• How to add a new part number to a quote
• How to complete the rental service transaction

How to create a customer account for a rental service

1. In Paladin, on the top ribbon, select the Customers module.
2. On the bottom ribbon of the module, click F2 Add New Customer.
3. In the Add Customer window, enter the customer’s name and contact information.
4. Click F12 Add.

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How to take a deposit for a rental service

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. Enter or select the customer account from the Customer list.
3. On the bottom ribbon of the module , click F5 Account Payment.
4. In the Account Payment window, in the Payment box, enter the deposit amount.
5. In the Note box, enter the words Memo and Deposit. Example: Memo: 2DAY Deposit – Rental Lawnmower Model 541XZ
6. Click F12 Checkout .
7. On the bottom ribbon of the module, choose Cash, Credit Card, or Check as the payment type for the deposit, and then press Enter.
8. In the Transaction Complete window, select an option to complete the transaction. The deposit credit will be added to the customer account.

Optional: Create a dump SKU for the deposit amount and refund the customer their deposit before closing the final rental transaction. For more information, refer to: How to create a dump SKU

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How to create a rental service quote for a customer

Note: You need to create a customer account for the customer who wants to rent a product.

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. Enter or select the customer account from the Customer list.
3. In the first Part Number box, enter the part number for the deposit. Adjust the price as needed.

Note: Only do this if you are handling the deposit with a dump SKU. If you collected the deposit as an account payment, ignore this step.

4. In the second Part Number box, enter the Rental Equipment part number.
5. On the bottom ribbon of the module, click F6 Store Transaction.
6. On the top of the Store Transaction window, select Quote.
7. On the bottom left of the Store Transaction window, enter the name of the customer in the Name box.
8. In the Memo box, add a memo about the provided service. Example: RENTAL 2DAY – Lawnmower EXP: 5/8/16
9. Click F12 Store.
10. Cancel out of the Invoice/Quote module.

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How to add a new part number to a quote

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. Enter or select the customer account from the Customer list.
3. On the bottom ribbon of the module, click F6 Recall Transaction.
4. On the top of the Recall Transaction window, check Show for all customers, then enable Quote – Order.
5. Highlight the quote and press F12 Recall.
6. In the Invoice / Quote tab, add new part numbers.
7. On the bottom ribbon of the module, click F6 Store Transaction.
8. In the Store Transaction window, select the quote, and then click F12 Store.

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How to complete the rental service transaction

1. In Paladin, on the top ribbon, select the Invoice/Quote module.
2. Enter or select the customer account from the Customer list.
3. On the bottom ribbon of the module, click F6 Recall Transaction.
4. On the top of the the Recall Transaction window, enable Quote – Order.
5. Highlight the quote for the rental service, and then double-click it.
6. On the bottom ribbon of the module, click F8 Checkout.
7. Enter the deposit amount.
8. On the bottom ribbon, click Charge as the first payment type. Because the deposit has already been credited to the customer account, the customer account balance will not be zero.
9. On the bottom ribbon, click one of the following payment types:
   • Cash
   • Credit Card
   • Check
10. When the amount due appears, complete the transaction.
11. When prompted, delete the quote.

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