Document Flow
7 articlesQuotes from Opportunities
Raise a rental quote straight from a CRM opportunity — contact and salesperson carry across, and converting to an order closes it as won.
Rental Quote
Create and manage rental quotations before converting to confirmed orders.
Rental Order
Process and manage active rental orders through their full lifecycle — creation to close.
Rental Shipment
Record and track the dispatch of rental equipment to customers.
Rental Invoice
Generate and post rental invoices, including project-linked job planning lines.
Invoice Suggestion Worksheet
Stage every order due to be invoiced, review amounts before anything posts, then create or post invoices in a single batch run.
Rental Return
Process the return of rental items back into your fleet and close rental lines.
Setup
1 articleMaster Data
6 articlesRental Item Groups
The top tier of the three-level rental asset hierarchy — group your fleet by type or category.
Rental Item Types
Define item types with components, pricing rules, and billing configuration — the second tier.
Rental Items
Individual fleet assets you hire out — serial numbers, fixed assets, and availability tracking.
Rental Kits
Bundle a parent item with optional or mandatory components — complete hire packages in one line.
Makes & Models
Define equipment makes and models for structured fleet classification and reporting.
Standard Rental Codes
Build named sets of rental lines and reuse them on any quote or order — link to customers for automatic insertion.
Pricing
3 articlesRental Price Lists
Flexible pricing by customer, currency, date range, and price term code.
Multi-Rate Pricing
Apply different unit prices across date-range windows within a single rental period.
Price Term Codes
Control how rental prices are calculated — daily, weekly, monthly, or custom billing cycles.
Operations
6 articlesStock to Fleet
Convert inventory items into rental fleet assets and fixed assets with a guided wizard.
Fleet Acquisition
Buy rental fleet straight through Business Central purchasing — receiving a purchase order creates the units and their fixed assets for you.
Lost Items
Handle lost or damaged rental items — write off fleet assets and manage the financial impact.
Scan & Allocate
Scan a unit's barcode to allocate a placeholder line to that specific machine — from the rental order or the unposted shipment.
Approvals
Configure approval chains for Rental Quotes and Orders — send, approve, reject, and delegate through Business Central's standard workflow framework.
Availability & Scheduling
Three read-at-a-glance boards: the Availability Matrix for a heat-map of what is free, the Availability Gantt for a unit-by-unit timeline, and the Maintenance Gantt for planning workshop work.
Locations & Transfers
2 articlesLocation Transfers
Move units between your own depots - reclassify a single unit instantly or raise a transfer document that keeps stock on hand while equipment is in transit.
Global Equipment
Share and move fleet assets between companies in your group - request a unit from another company, transfer it across, and receive it into your own fleet against the order that needs it.
Equipment Maintenance
4 articlesMaintenance Setup
Configure the task catalogue, meter types, work types, and scheduled maintenance rules for your rental fleet.
Maintenance Orders
Raise, work, and post maintenance orders — track labour, parts, and external costs for each service visit.
Maintenance Scheduling
Schedule maintenance tasks with planned windows, manage team capacity, and drag to reschedule work on the Maintenance Schedule board.
Certificates
Track compliance certificates per unit — auto-issue from maintenance, manage expiry, and gate shipment on lapsed certificates.