> 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-pos-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/e15d4649d04d461d8b3e2156977a8242>" %}

## **Documentation:**

**1. Open the Rentals tile in Shopify POS**

* Log in to your Shopify POS store.
* Access the WorkMate Rentals tile.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F7WqTvmxxoXarfklI0gCs%2FIMG_0608.jpg?alt=media&amp;token=3ea3158e-b6ff-4e73-a330-ca5cbc736c1a" alt="" width="310"><figcaption></figcaption></figure>

**2. Create a new rental order**

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FZbj5RSWHUuh4Nz57RwWx%2FIMG_0610.jpg?alt=media&amp;token=b83c582f-5cfe-41b2-8abc-dc5c8768226a" 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 the location of your rental.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Fy6rHABx2Kj8UZCRSe5Iq%2FIMG_0611.jpg?alt=media&amp;token=7ad2f79c-322b-46bc-8d84-002d5f741cb1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FerkC5jDsKKdvDGfLf0F8%2FIMG_0612.jpg?alt=media&amp;token=0299758e-c883-4a1b-bb05-a85b7c7846c2" alt=""><figcaption></figcaption></figure>

* Next, enter the name of your customer.

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FW8OgsxMa8YPbx1fqStje%2FIMG_0613.jpg?alt=media&amp;token=71dab9c0-b8cb-4189-9c9c-98895fd07f76" 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="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F7394qZDkqRH6qELGBh4m%2FIMG_0614.jpg?alt=media&amp;token=97b5171b-ae8e-4ad7-9fcf-8153c8d3d46c" alt=""><figcaption></figcaption></figure>

<mark style="color:green;">Example: WM Bike 1</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FpnkEhwJ6ZvvCUfmXW6H3%2FIMG_0615.jpg?alt=media&amp;token=0a3848d5-11ad-4132-bb31-c190662385ca" alt=""><figcaption></figcaption></figure>

* 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 in 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 in 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*

***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*
{% endhint %}

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FeF8o5ooc81h1Cm2SgTi0%2FIMG_0616.jpg?alt=media&amp;token=b16038a2-67a1-4141-a293-f7980298318d" alt="" width="375"><figcaption></figcaption></figure>

<mark style="color:green;">Example: A total price of $50, Estimated pick-up time 8/22/2025; 8:00AM</mark>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FGQY9BgU33SyJcFEM8yea%2FIMG_0617.jpg?alt=media&amp;token=b3e45eda-a155-47a5-866f-f395b93fae89" 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="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FjNEHWbMnZgkevv64h2dT%2FIMG_0618.jpg?alt=media&amp;token=e518558b-13dc-4974-8634-f2bb1d5c7804" alt=""><figcaption></figcaption></figure>

* Click the **Create rental** button to your rental order.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FPqC8eaLhAnOOFXkWgZPO%2FIMG_0619.jpg?alt=media&amp;token=989e6ec6-9537-4142-a1ac-a1d58e62118e" alt=""><figcaption></figcaption></figure>

**5. Create payment for the rental**

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FpaHOPMadC8y7bKtNhIly%2FIMG_0237.jpg?alt=media&amp;token=da3afb6b-e555-4b03-a423-7e870e40386a" alt="" width="563"><figcaption></figcaption></figure>

* This will add your rental product into your Shopify POS cart.
* Next, re-enter the customer name.&#x20;

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FErEvFu1msQAXKnp9SjER%2FIMG_0621%202.jpg?alt=media&amp;token=64c0bdd9-1c4a-4c92-a3d6-aa00057864e3" alt="" width="375"><figcaption></figcaption></figure>

* Then, complete the order by clicking **Checkout**.

**6. Pick up your rental product**

* Once your customer comes to pick-up the product, return to the rental order you created.
* You can click the **Pick up** button in the **Waiting for pick up** section.
* After clicking **Pick up**, the status of your product will now say **Picked up**.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FKhl8KhUn60Nj3ZUyAlcZ%2FIMG_0622%202.jpg?alt=media&amp;token=bda299ad-479f-484b-8471-d484392d8d1e" 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.
* 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**

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

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FNbFROmzsV26h4JEsKdVy%2FIMG_0623%202.jpg?alt=media&amp;token=37a9596b-ad2d-45d7-9edc-d4e43a6f120e" alt=""><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="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FfhC7dC76PFck3AD7IBxd%2FIMG_0624%202.jpg?alt=media&amp;token=e254e604-f9af-40d5-99d8-746737fdbdbc" 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>
