Rent It Biz Software

New Customer Set Up 6

• Download Rent It Biz App
• New Customer Set Up
• Set Up Taxes
• Setting up Gmail to Allow Rent It Biz Connection
• Logging In - Enter username/password

View all 6

User Interface 6

• User Interface Overview
• User Interface - Dashboard
• User Interface - Point of Sale (POS)
• User Interface - Orders
• User Interface - Contacts

View all 6

Administering Rent It Biz 6

• QuickBooks Export from Transactions Report
• QuickBooks Settings
• Adding a New QuickBooks Account
• Mapping RentItBiz Data to a QuickBooks Account
• Mapping Taxes to QuickBooks Accounts

View all 6

Assets 2

• Assigning Rental SKU
• Creating a New Asset

Buttons 2

• Changing Button Visibility
• Changing Button Order

Contacts 3

• Adding Contacts
• Search Contact
• Setting DIN

Contracts 2

• Signing Contracts/Waivers
• Proceed to Pay button only if contact is signed

Deposits 1

• Making a Deposit

Discounts 2

• Using Discounts
• Create Online Promo Code

Email and SMS 6

• Create email/SMS template
• Testing email and SMS settings
• Edit email/SMS template
• Delete email/SMS template
• Authenticating Office 365 SMTP for Rent It Biz Mail Settings

View all 6

Events 3

• Setting up drop-off or delivery locations
• Changing the date of an event
• Add a New Event

Importing 1

• Importing Data: Rental Assets, Rental Products, Retail, Contacts, and Events

Kiosk Set Up 4

• Ordering Kiosk - Onsite or Offsite
• Setting Up the Kiosk in Products
• Set Payment Option & Batch Time
• Kiosk Splash Screen and Statements

Online Reservation Set up 3

• Set Working Hours
• Setting Up Products for Online Reservations
• Promo Codes

Orders 4

• View Reservations
• Allow overbooking of reservations
• Time when an order starts
• How To Search Orders in POS

Payments 1

• Paying a Ticket

Printing 2

• Adding a Contract Printer
• Controlling Where Printing is Done

Products 5

• Adding Product to ticket by Scanning Barcode
• Add a New Product (manually)
• Change default rental time period
• Crediting an item on early return
• Changing Product Type

Product Management 19

• Product Categories
• Add a New Product Category
• Change Product Category Order
• Delete a Product Category
• Price Categories

View all 19

Receipts 1

• Setting Up Receipts

Reports 1

• Generate Transactions Report

Signatures 1

• Setting Up Signature Devices

Taxes 4

• Add a New Tax
• Edit an Existing Tax
• Delete a Tax
• Creating Tax Exempt Items

Tax Categories 3

• Add a New Tax Category
• Edit an Existing Tax Category
• Delete a Tax Category

Tax Rates 3

• Add a New Tax Rate
• Edit an Existing Tax Rate
• Delete a Tax Rate

Tax Groups 1

• What is a Tax Group?

Terminals 4

• Setting Up Terminals
• Setting up a Credit Card Terminal
• Pin a Device to a Terminal
• Changing visibility of orders between sites

Test Mode 2

• Entering Test Mode
• Exiting Test Mode

Tickets 8

• Creating a new ticket (reservation)
• Opening a Reservation
• Adding Rental Periods
• Refund (return) a ticket
• Closing Tickets

View all 8

Users 1

• Creating a New User

Batch Options 1

• Open and Close Batch