Toolbox Tuesday - Episode 26: Rental Management

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In episode 26 of our Toolbox Tuesday series for Microsoft Dynamics 365 Business Central our Product Manager (Matt Sporre) walks you through our Rental Management Solution. This is part of an extensive library of tools we call the Business Central Toolbox.

In this demo we will walk you through the following functionality:


How to Setup the Rental Management Extension
How to Setup Rental Units and Rental Unit Pricing
How to View Rental Item Details
How to Purchase Rental Units
How to Associate Rental Units with Fixed Assets
How to Create Purchase Orders with Rental Units
How to Automatically Create Rental Units from Fixed Assets
How to Sell Rental Units on Sales Orders
How to Deliver Rental Units with Dispatch Management
How to Create Recurring or One Off Work Orders for Rentals
How to Create Recurring or One Off Invoices for Rentals
How to Review Rental History and Details
How to Create Pickups and Return Orders for Rentals

Be sure to check out our Toolbox Tuesday every other Tuesday where we will do deep dives into each of our products specifically.

If you have any additional questions or comments please feel free to reach out to us at [email protected] at any time

0:00 Introduction and Overview
4:20 Rental Management Setup
5:30 Setting up Rental Items, Pricing, and Rental Overview
11:40 Purchasing Rental Units and Associating with Fixed Assets
14:45 Processing Purchase Orders and Auto Creating Rental Units
16:30 Creating Sales Orders for Rental Units
19:00 Dispatching Sales Orders with Rental Units
27:20 Generating Work Orders for Rental Units
30:15 Creating Recurring Invoices from the Original Order
32:15 Reviewing Customer Rental History and Details
33:45 Creating Pickups and Return Orders for Rentals
44:00 Next Steps and BC Toolbox Resources