Rentals in Weighsoft require some initial configuration, but once set up, they are straightforward to manage. The system uses hard-coded unit codes to process rental charges correctly, so it’s important to follow the setup steps carefully.
1. Required Setup
Units of Sale
Weighsoft uses specific unit codes for rental charges:
RENTD – Daily rental
RENTW – Weekly rental
RENTM – Monthly rental
Note: These unit codes are hard-coded into Weighsoft and cannot be changed.
Products
Navigate to:
Administration → Lookups → Products
Create a rental product to be applied to skip orders. While the product code and description can be customized, the following conditions must be met:
The product must use one of the rental units (RENTD, RENTW, or RENTM)
The Activity must be set to Skip Hire (or your system’s equivalent)
Default outlets, nominal codes, etc., can be configured based on your company’s requirements
See the below example:
Prices
Navigate to:
Administration → Lookups → Prices
Once products and units are in place, create pricing entries. These are flexible and can be:
Generic (one price for all rentals)
Specific (custom pricing per account or address)
There are no hard-coded restrictions for pricing.
2. Additional Rental Settings
Navigate to:
Administration → Settings → Skips & RoRo → Rentals Section
These optional settings allow further customization of rental behaviour:
Setting | Description |
Use Job Completion for RentD | Daily charges are generated after a COL job is completed |
Use Job Completion for Rent All | Includes weekly and monthly charges in the same process |
RentD Day Allowance | Allows a rent-free period after the start date |
Qty Breakdown | Displays the number of rental days in the Qty field |
Include EXC as Start | Uses the first Exchange job as the rental start date |
Include Service and Wait & Load as Start | Uses the first Service or Wait & Load job as the start date |
Allow Individual Delete of Rental Items | Enables deletion of individual rental charges |
Rental Day Allowance From Delivery | Starts rental allowance from the Delivery job (enabled by default) |
Note: If the Qty Multiplier option is enabled on skip orders, it will override the above settings and auto-generate rental charges.
3. Adding Rental Charges to a Skip Order
Rental charges are added via the Extra Charges tab on the skip order.
Steps:
Go to the Extra Charges tab
Enter the Product Code for the rental
The system will automatically pull through the correct unit and price if there is one available
Click on Save to add the charge to the order
Rental Start Date:
The charge will begin from the Delivery or Exchange job date, depending on your settings
If no job exists (e.g., imported orders), set the start date manually using the Last Rental Date field on the main "cog" tab
Day Allowance:
If auto-generation is disabled but a rent-free period is needed, set the Rental Day Allowance manually on the main "cog" tab
Summary
Setting up rentals in Weighsoft involves configuring units, products, prices, and optional settings. Once in place, rental charges can be easily added and managed through skip orders, with flexibility to accommodate different workflows and pricing models.