The Rentals Dashboard on the Mobile App is like the Rentals Dashboard found on a web browser. This is where you can access the mobile app to view existing or past rental orders and manage your inventory. Further, you will be able to issue, edit, and finalize rentals. If you printed barcode labels for your rentals, you can issue and finalize those rentals using the mobile app demo club scanner.
The Rental Dashboard will be organized into two tabs:
Rentals: Rental order details for current and past rentals.
Inventory: A detailed list of all rental equipment.
In this article, we will discuss the Rental Dashboard, the available tabs, editing rentals, and searching rentals on the mobile app.
For complete details on managing rental orders, Click Here.
Rentals Dashboard - Rentals Tab
When going to the Rentals Dashboard, you will land on the "Rentals" Tab. Here, you will be able to view and edit all existing rentals, Issuing Rentals, Finalizing Rentals, and search and filter rentals.
Viewing Rental Orders
On the "Rentals" tab, you will first see all current rentals displayed in a compact view, showing the Member/Guest information, rental tracking id, and expected return times. Clicking on any demo order will expand the order and display more information(as shown below).
The fields displayed include:
Customer name
Tracking ID
Description
Issue Date/Time
Expected Date/Time
Notes
Actions (Return and Edit).
Search and Filter Rental Orders
The "Rentals" tab features a search function that enables you to locate rental orders by matching the search term with the customer's name or rental details. Further, you will be able to filter by:
Current Rentals
Overdue Rentals
Past Rentals
The search field and filter option will be available at the top of the "Rentals" tab.
Issuing New Rentals:
You will be able to enter new rentals manually or by scanning a barcode. To enter a new rental manually on the mobile app, click the "+" button. If you are using Rental Labels with barcodes, click the "barcode" icon, and this will allow you to scan the barcode and pre-populate the rental details. When placing the order, you will be able to enter rental details (as shown below).
The mobile app will enable you to enter the necessary details related to the rental (e.g., member/guest information, inventory, multiple rentals, return date/time, and notes), and also allow for updates from a computer or mobile device. You can also click the "barcode" icon to populate the club type if you use demo club labels with barcodes. For more details on this step, Click Here.
If you would like to add an additional rental to the order, click the "Add another rental" button (as shown below). This will display another rental entry tile, where you can use the drop-downs to select the rental or press the scan button to scan a barcode.
Rental Details
When entering or editing a rental, click on "Rental Details" (as shown below) to see the summary, notification settings, and activity logs.
For more details on issuing a rental, Click Here.
Editing Rentals on the mobile app
It happens all the time, a member catches you at the front door, and they want to extend their rental. You can make edits to rentals right in the mobile app. To edit an order, search for and click to expand the order you wish to edit, then click "Edit." You will have access to the same fields and order details outlined in the section above.
Returning Rentals
When a member or guest returns a demo club, you are ready to Finalizing the Rentals. This can be done within the mobile app. To finalize an order, search for the rental that needs to be returned, expand the order, and click "Return." After you have clicked "Return," you will be able to add any additional notes (as needed). To review and edit the customer notification, click on "Rental Details" (as shown below).
In the "Rental Details" section, you will also find the order summary and activity log.
For more details on finalizing a rental, Click Here.
Inventory Tab
On the Rental Dashboard, you will also have access to your inventory on the "Inventory" tab (as shown below). Here, you can view your rental inventory, issue a rental, and search or filter the inventory.
Viewing Inventory
On the "Inventory" tab, you will see all active rentals displayed in a compact view, showing the status and tracking id or the rental. Clicking on any rental will expand the rental and display additional information about the rental item.
Search and Filter Rental Inventory
The "Inventory" tab features a search function that enables you to locate rentals by matching the search term with specific rental details. The search field will be available at the top of the "Inventory" tab.
Issuing New Rental Orders from the Inventory Tab
You can start a new rental manually or by scanning a barcode. To manually enter a new rental, locate the rental item, expand it, and click "Create Rental." If you are using rental labels with barcodes, click the "barcode" icon, and this will allow you to scan the rental barcode and pre-populate the club details.