> For the complete documentation index, see [llms.txt](https://workmate.gitbook.io/workmate-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://workmate.gitbook.io/workmate-knowledge-base/workmate-feature-guides/workmate-admin-features/rentals.md).

# Rentals

<mark style="color:blue;">The Rentals module allows you to manage SKU products, serials, returns, and payments seamlessly while keeping your inventory updated in real-time. Track pending pickups and returns, ensure accurate stock levels, and generate detailed invoices effortlessly.</mark>

## Demo:

{% embed url="<https://www.loom.com/share/f35bd76b137c4747be46e649fa5e9264>" %}

## Documentation:

**1. Open WorkMate from Shopify Admin**

* Log in to your Shopify store and go to your Shopify Admin Dashboard.
* Access WorkMate and navigate to the **Rentals** module.&#x20;

<figure><img src="/files/77VUIMQDA6SmUeoelaGR" alt="" width="178"><figcaption></figcaption></figure>

**2. Create a new rental order**

* Once in the Rentals module, click the **+ New Rental** button.

<figure><img src="/files/OMv0QIcgYvjjUbMPV2dZ" alt=""><figcaption></figcaption></figure>

**3. Fill in the General section**

* You'll be redirected to the main page to create a rental.
* In the general section, enter in the location of your rental.

<figure><img src="/files/CuHHCTApH0qPEz2kTD04" alt=""><figcaption></figcaption></figure>

<mark style="color:green;">Example: My Custom Location</mark>

<figure><img src="/files/iqukkrKBo7bP5rTZFL0F" alt=""><figcaption></figcaption></figure>

* Next, enter the name of your customer.

<mark style="color:green;">Example: Karine Ruby</mark>

<figure><img src="/files/YJe08xKGwTrfGz0uRund" alt=""><figcaption></figcaption></figure>

**4. Add a product or serial to rent.**&#x20;

* In the products section, click the **+ New product** or **+ New serial** button.&#x20;

<figure><img src="/files/oj7Ic2w9f3Bfo9Tm68n1" alt=""><figcaption></figcaption></figure>

<mark style="color:green;">Example: bike1 - Black</mark>

<figure><img src="/files/TZZ1lw0w8FHlsEfzch3F" alt=""><figcaption></figcaption></figure>

**Note:** In Rentals, the prices are **0 by default**. You must manually set the price for each item by clicking on it and changing the total price or price per hour.

* If you click into the product, a dialogue box will appear that allows you to enter the price of the item.&#x20;
* Additionally, you can enter an **estimated pick-up time** and **estimated return time.**
* If you enter a Pick-up time or Return time now, that will register in the **Waiting for pick up** or **Waiting for return sections.** Enter these times if the customer is picking up or returning as you create this rental order.&#x20;

{% hint style="info" %}
***Tip***: \
***Price per hour:** If provided, the **Total price** is automatically set upon return of the rental.*

*<mark style="color:green;">Example:</mark>*\
*Price per hour = $10*

*Hours = 3*

*Total price rental = $30*<br>

***Total price:** If you entered a **price per hour**, this field will populate with the total price based on **price per hour multiplied by the hours between pickup and return**.* \
\
*Alternatively, if you have a set price for a rental product, you can enter that set price in this field and ignore the Price per hour rental field.*&#x20;

*<mark style="color:green;">Example:</mark>*

*Total price rental = $50*<br>
{% endhint %}

<figure><img src="/files/R2sjZe2lFJMmWpCNaijd" alt="" width="375"><figcaption></figcaption></figure>

<mark style="color:green;">Example: A set price of $50, Estimated pick-up time 1/16/2025, 10:00AM</mark>

<figure><img src="/files/MRMilHL5qWCnnMowmqtm" alt="" width="375"><figcaption></figcaption></figure>

* After entering your necessary details, click **Save**.
* After saving, the estimated pick-up time will register in the **Waiting for pick up** section.&#x20;

<figure><img src="/files/jQ67WQwaQuLuhze77YsT" alt="" width="375"><figcaption></figcaption></figure>

* Save your rental order.&#x20;

**5. Create payment for the rental**

* After saving your rental order, click the **Create payment** button in the **Payments** section.&#x20;

<figure><img src="/files/gsE2RnvmXDtWkOw2Yt2U" alt=""><figcaption></figcaption></figure>

* This will create a draft order in Shopify.
* You will be redirected to the Drafts section of Shopify where you can collect payment for the rental order.
* If you return to your rental order, the Payments section will be updated with the draft order number and order number.

<figure><img src="/files/aE6zPo7ABIXbIl92411G" alt=""><figcaption></figcaption></figure>

**6. Pick up your rental product.**&#x20;

* Once your customer comes to pick-up the product, you can click the **Pick up** button in the **Waiting for pick up** section.

<figure><img src="/files/byuUUd95cf6TWzvUkhRD" alt=""><figcaption></figcaption></figure>

* After clicking **Pick up**, the status of your product will now say **Picked up**.

<figure><img src="/files/k02990hR0TRYs02vyPlV" alt=""><figcaption></figcaption></figure>

* Alternatively, if your customer is *already* present to pick up the item while you are creating the rental order, you can enter the pick up time immediately when adding the product and entering the price in step 4.

<figure><img src="/files/R2sjZe2lFJMmWpCNaijd" alt="" width="375"><figcaption></figcaption></figure>

* Your Shopify inventory will be updated to reflect this change. The inventory will decrease by the quantity of rental products in the order.&#x20;

**7. Return the rental product.**&#x20;

* After the product is picked up, the product will automatically populate in the **Waiting for return** section.&#x20;

<figure><img src="/files/Qr4m2r4Zuw7TqvvACfhz" alt="" width="375"><figcaption></figcaption></figure>

* Once the product has been returned by the client, click the **Return** button.
* After clicking the **Return** button, the status of the product will now say **Returned**.&#x20;

<figure><img src="/files/yMMz1GqdN6NUnDf2WDIl" alt=""><figcaption></figcaption></figure>

* After the product is returned, your Shopify inventory will be updated to reflect this change, restoring the quantity to its original amount.

<br>
