Скачать или смотреть [Perfex CRM Modules - Rental Management] Creating Maintenance Template

The Rental Management Module is a comprehensive and scalable solution tailored for businesses that operate equipment, tools, or product rental services. It facilitates the end-to-end rental lifecycle—from product setup, pricing, and discount logic, to rental order execution, product delivery, maintenance, and return processing—across both the admin and customer portals. This module integrates seamlessly with the Inventory Module, supporting real-time stock updates, delivery workflows, and inspection protocols.

1. Interactive Dashboard
Gain instant visibility into rental performance through real-time KPIs and visual charts:
Most Popular Products
Top Renting Customers & Categories
Rental Orders Over Time
Monthly Revenue Charts (Line/Bar/Pie)
Product Status by Group (Rented vs In-stock)
Delay Cost & Return Delay Rate by Customer

2. Product & Variant Management
Define products for rental, sale, and purchase with flexible attributes (e.g., Color, Size).
Configure dynamic rental pricing based on duration tiers (e.g., 1 day, 3 days, 1 week).
Automatically select the most cost-effective pricing strategy.
Define Security Time between rentals (buffer for maintenance/cleaning).
Attach product images, barcodes, SKUs, and internal notes.

3. Rental Order Management
Supports creation and approval of orders via both Admin Portal and Client Portal:
Add multiple items with different rental durations in a single order.
Calculate pricing using "cheapest tier" or "fixed tier" logic.
Apply discounts (percentage/fixed), promotions, or vouchers before/after tax.
Configure order approval flows (e.g., draft → waiting for approval → approved).
Integrated stock delivery and invoice generation with the Inventory module.
Orders flagged red if overdue without return.

4. Maintenance Management
Set up structured Maintenance Templates (checklists/forms) by maintenance type.
Assign staff and plan maintenance post-rental or during return.
Record costs and choose whether repair costs are billed to customer or company.
Attach files and track progress using statuses: In Progress, Completed, Overdue.

5. Return Management
Handle returns through both admin and customer portals:
Allow partial or full returns, including Return on Rental End and Return for Refund cases.
Automatically calculate late return fees using configured delay cost strategies.
Process product re-entry into inventory with approval workflows.
Trigger inspection/maintenance workflows and optionally issue refund or invoice adjustments.

6. Flexible Delay Cost Configuration
Support four delay fee structures:
Delay Cost Over Time: $X/hour or $Y/day, with optional grace period.
Increases Over Time: Escalating fees (e.g., $20 for Day 1, $50 for Days 2–5).
Percentage of Order Value: e.g., 10% of total rental per day late.
Percentage of Product Value: e.g., 2% of sale price per day late.
Default delay costs can be assigned per Commodity Group for consistency.

7. Discount & Voucher Management
Encourage customer loyalty and long-term rentals through flexible discount programs:
Promotion by Order Value or Rental Time
Voucher by Order Value or Rental Time
Target by customer group, individual customers, product groups, or products.
Define minimum order values, durations, and validity periods.
Automatic discount application based on most recent eligible campaign.

8. Permission Management
Granular permission system:
Assign View (Own/Global), Create, Edit, Delete rights per module (e.g., Order, Product, Maintenance).
Configure permissions by Role or Individual Staff.
Overrides ensure staff-specific rules apply even if role-based rules differ.

9. Client Portal Capabilities
A self-service interface empowering customers to:
Browse products, view details, and comment.
Add items to cart and place rental orders.
Apply vouchers and track order status.
Submit return requests (partial/full).
Engage in two-way messaging with staff under each order.
All orders via portal are auto-approved (signature not required).

Business Benefits
Maximize Utilization: Real-time visibility into high-demand products, late returns, and stock availability helps optimize inventory use.
Speed Up Operations: Streamlined rental workflows from quote to return minimize admin overhead.
Improve Customer Experience: Empower clients with full self-service capabilities while maintaining control through approval and discussion tools.
Control Risk & Costs: Smart delay cost and maintenance management reduce asset misuse and recover costs effectively.
Targeted Promotions: Use conditional promotions and vouchers to drive longer-term rentals and higher-value transactions.
Enhanced Control: Role-based access control ensures secure and role-specific interaction with sensitive data.

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